“Auto-fill” is a secure service offered by the Canada Revenue Agency (CRA) which allows individuals and their authorized representatives to download relevant information pertaining to the individual’s income, benefits, savings/pension plans and carry forward amounts and fill in parts of their income tax and benefit return using certified software such as TaxTron. It is an excellent tool in eliminating human error while manually inputting slip information in your return.
Individuals:
In order for an individual to use the Auto-fill service, they must meet the following conditions:
be registered for My Account
Use a NETFILE-certified software
To auto-fill, most NETFILE-certified software in the market today automatically prompt the user to input their My Account user name and password in order to auto-fill. It is the responsibility of the individual (not the CRA!) to ascertain the completeness and accuracy of the data and whether or not they have been populated in the proper boxes before submitting the return to the CRA. It is important to mention that the auto-fill can only deliver the requested information available on the CRA database at the time the request was made. If the auto-fill information is incorrect or any slips are missing following an autofill, the individual must immediately contact their employer, financial institution or any other payee.
If an individual is preparing a return on behalf of friend or relative, the individual will need to be authorised by the friend or the family member in order to use the auto-fill on their behalf. To gain authorisation the friend or the family member will need a RepID through CRA’s “Represent a Client” portal. Once the individual has been authorised through the portal, they can access the friend or family’s tax information and auto-fill their returns for the current or previous 6 years.
Authorized representatives:
If an entity intends to file returns on behalf of their clients, they must meet the following eligibility requirements (source: Canada.ca):
be a registered electronic filer
be registered in Represent a Client and have a RepID, GroupID, or Business Number (BN)
be authorized for online access with the CRA, by completing an E-authorization web submission for Authorizing or Cancelling a Representative (in the Represent a Client portal or in the EFILE-certified software), with Level 1 (or higher) authorization
use an EFILE-certified software
Information available for auto-fill (Source: Canada.ca):
The following information are available for auto-fill:
Tax information slips:
T3, Statement of Trust Income Allocations and Designations
T4, Statement of Remuneration Paid
T4A, Statement of Pension, Retirement, Annuity, and Other Income
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
T5007, Statement of Benefits
T5008, Statement of Securities Transactions
RC62, Universal Child Care Benefit Statement
RC210, Canada Workers Benefit Advance Payments Statement
RRSP, Registered Retirement Savings Plan contribution receipt
PRPP, Pooled registered pension plan
T2202 Tuition and Enrolment Certificate
T1204, Government Service Contract Payments
RENT ASSIST
T5013, Statement of Partnership income
Other tax-related information:
Registered Retirement Savings Plan contribution 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
non-capital losses
capital gains and losses
capital gains deductions
federal tuition, education, and textbook carry-forward amounts
provincial tuition, education, and textbook carry-forward amounts
Canada training credit limit
NETFILE access code
Employment Insurance (EI) election on self-employment
Allowable business investment loss (ABIL), history of deductions
Client Data Enquiry (CDE)
The CDE is a service which allows the authorised representative to view additional information regarding their client:
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 to date, required repayment remaining and required repayment for the next tax year
Social assistance or workers' compensation benefits
Employment insurance and other benefits (T4E)
Canada Workers Benefit Advance Payments Statement (RC210)
Universal child care benefit (RC62)
Reassessment information
Balance owing
New balance owing message for prior claim(s) on a refund
No debt owing indicators
Current tax year return
Bankruptcy
Insolvency, consumer proposal indicator
Other existing outstanding balances
Recent page access
Federal tuition, education, and textbook carry-forward amounts
Provincial tuition, education, and textbook carry-forward amounts
Disability tax credit eligibility
Unfiled returns
Review
External refund set-off amounts
Internal refund set-off notification
Reassessment in progress
Pension, retirement, annuity, and other income (T4A)
CPP payments (T4A(P))
Outstanding GST/HST returns
Canada workers benefit
Immigration Date
Emigration Date
EFILE ineligibility indicators
Direct deposit indicators
Non-Resident Source Deduction Identification (NRSDI) indicator
For further information please contact SoftronTax at 1-877-SOFTRON or visit www.softrontax.com
