Auto-fill my return

If you don't already have a representative account (Represent a Client), you must add one to your existing CRA account.

To add a representative account:

1. Sign in to your CRA account
2. From the Welcome page, select Add account
3. Select Representative account
4. Select Register with Represent a Client
5. Select Register yourself
6. After getting your confirmation, return to the Welcome page and select your Representative account to access Represent a Client

You will then be able to request authorization to access someone else's tax information.

A unique 8-character access code can be used to electronically send your completed tax return to the CRA. Using the access code is not mandatory, but it will make it easier to authenticate yourself if you need to contact the CRA.

Available for 2016 and subsequent tax years:

• T3, Statement of Trust Income Allocations and Designations
• T4, Statement of Remuneration Paid
• T4A, Statement of Pension, Retirement, Annuity, and Other Income
  T4A slips for COVID-19 emergency relief amounts

  Amounts may include:

  • Canada Emergency Response Benefit (CERB)
  • Canada Emergency Student Benefit (CESB)
  • Canada Recovery Benefit (CRB)
  • Canada Recovery Sickness Benefit (CRSB)
  • Canada Recovery Caregiving Benefit (CRCB)
  • Canada Worker Lockdown Benefit (CWLB)
  • Provincial/Territorial COVID-19 Financial assistance payments
• T4A(OAS), Statement of Old Age Security
• T4A(P), Statement of Canada Pension Plan Benefits
• T4E, Statement of Employment Insurance and Other Benefits
• T4RIF, Statement of Income from a Registered Retirement Income Fund
• T4RSP, Statement of Registered Retirement Savings Plan Income
• T5, Statement of Investment Income
  If your T5 slip is in more than one name

  For example, in the case of couples, or a parent and child.

  The Auto-fill my return service gathers all tax income slips that the CRA has available in My Account for you to review in your software. You will be prompted to determine if the amount is accurate and who should report the income from slips showing more than one individual’s name. You will then be able to verify and choose if you wish to report the income in total, in part, or not at all.

  If you are splitting income from a T5 slip

  Once the Auto-fill my return service delivers the T5 slip into a NETFILE-certified software, you need to report your share of interest from a joint investment based on how much you contributed to it.

  You can enter the percentage of interest directly in the software. The difference would need to be declared by the other individual.

• T5007, Statement of Benefits
• T5008, Statement of Securities Transactions
  If you have more than 500 T5008 slips

  The Auto-fill my return service can only send up to 500 T5008 slips.

  If there are 501 or more slips, an error message will indicate there are too many slips to send. In these cases, all of the T5008 slips will have to be entered manually.

• RC62, Universal Child Care Benefit Statement
• RC210, Advanced Canada workers benefit statement
• RRSP, Registered Retirement Savings Plan contribution receipt
• PRPP, Pooled Registered Pension Plan contribution receipt
• T2202, Tuition and Enrolment Certificate
• T1204, Government Service Contract Payments
• T5013, Statement of Partnership income
• T4FHSA, First Home Savings Account Statement
• Manitoba Rent Assist

For more information, refer to Tax slips.

Available for 2024 income tax and benefit returns:

• Registered Retirement Savings Plan (RRSP) deduction limit
• Home Buyers’ Plan (HBP) required repayment, repayments to date, required repayment remaining and required repayment for the next tax year
• Lifelong Learning Plan (LLP) required repayment, repayments to date, required repayment remaining and required repayment for the next tax year
• First Home Savings Account (FHSA) amounts
• Non-capital losses
• Capital gains and losses
• Capital gains deductions
• Federal tuition, education, and textbook carryforward amounts
• Provincial tuition, education, and textbook carryforward amounts
• Canada training credit limit
• Employment Insurance (EI) election on self-employment
• Allowable business investment loss (ABIL), history of deductions
• Unused net capital losses
• Instalment amounts
• Direct deposit
• Returned mail
• Outstanding GST/HST returns
• Foreign Property Declared
• EI Election for self-employment
• Disability Tax Credit
• Electronic Correspondence Preference