Auto-fill my return (CRA service)

The Canada Revenue Agency (CRA)’s Auto-fill my return (AFR) service provides a secure way to automatically fill-in certain sections of your tax return – saving you time and reducing errors caused by manual data entry.

To use this feature, simply register for the CRA’s My Account service and complete your return using H&R Block’s tax software. Once registered, you’ll be able to download tax slips and other tax-related information right into your return! Click here to find out what information is available for download through AFR.

Important: If this is your first year filing a tax return, you won’t be able to use AFR; that’s because you must first file a return with the CRA before you can register for My Account.

Note: If you use the AFR feature and discover that the CRA has nothing on file for you, it could be that you’re trying to download your information before the CRA has had a chance to collect it. It’s also possible  you simply don’t have any slips or other information available for download.

By waiting until the middle of March to download your slips, there’s a greater chance that all of your information will be available.

Need help using the AFR feature? Check out our Using AFR Quick Start Guide!

Is it safe to use AFR to import my tax information?

Yes! Only you or a designated representative can access your personal tax information using the AFR service. Before you import your information into your return, you must first sign into your CRA My Account (which is itself protected by a number of security protocols). Once you’ve signed in, the import process will begin downloading your tax information directly into your return via a secured, encrypted connection.

Téléchargement des données fiscales (Revenu Québec)

Like the CRA, Revenu Québec offers a similar service called Téléchargement des données fiscales (TDF) that allows residents of Québec to securely download their RL slips.  If you’d like to use Revenu Québec’s TDF service, you’ll need to enter your  most recent Notice of Assessment (NOA) number and ensure the following information was entered correctly on the GET STARTED tab of the tax software:

• Social Insurance Number (SIN) and
• Date of birth

Note: If you use the TDF service and discover Revenu Québec has nothing on file for you, it could be that you’re trying to download your information before Revenu Québec has had a chance to collect it. It’s also possible you simply don’t have any slips or other information available for download.

By waiting until the middle of March to download your slips, there’s a greater chance that all of your information will be available.

Need help using the TDF feature? Check out our Using TDF Quick Start Guide!

I’ve downloaded my information, now what?

Once you’ve downloaded all of your slips and tax-related information from the appropriate agency, the next step is to enter any tax slips you received that weren’t available through the AFR or TDF services.

To make this step easier, H&R Block’s Quick Slip Entry feature lets you quickly search the tax software for the pages and forms you need to complete. Items that you can search for include:

• Your federal slips (T4, T4A, T2202A, etc.)
• Your Québec relevé slips (RL-1, RL-8, RL-24, etc.)
• Your RRSP contributions
• Your unused amounts (like tuition fees)

Once you’ve finished entering your slips, click the Continue button and head over to the PREPARE section of the tax software. There, you’ll be able to choose the different tax-related situations that apply to you and claim credits, deductions, and enter any receipt information you might have.

What if I download my slips more than once?

You might have downloaded the same slip more than once:

• By accident or
• If the issuer made an error on the original slip and had to re-issue it

In either case, you’ll need to delete the duplicate or incorrect version of the slip. You can do this by clicking the Delete button next to the slip you’d like to remove from your return on the QUICK SLIP page.

What is form T1013 and why do I need one?

If you’ve decided to let someone prepare and submit your tax return for you, you’ll need to authorize them to be your representative for income tax matters. You can do this in one of two ways. First, you can designate a representative by signing in to the CRA’s My Account service. Once authorized, your representative will have instant access to your information and online services so that they can easily manage your account.

Remember, you have the right to view, change, or cancel your representative’s authorization at any time.

The second way to authorize a representative is to complete and mail-in form T1013: Authorizing or Cancelling a Representative to your local tax centre. If you’re having the same person prepare and submit your tax return year after year, there’s no need to complete a new form each year.