About Auto-fill my return

Auto-fill my return is a secure Canada Revenue Agency (CRA) service that allows individuals and authorized representatives to automatically fill in parts of a 2016 and 2015 income tax and benefit return with information that the CRA has available at the time of filing the return.

How do I use Auto-fill my return?

Individuals

To use Auto-fill my return, you must:

• Fully register for My Account
• Select a NETFILE-certified software that offers Auto-fill my return. You will be prompted to enter your My Account user ID and password to use the Auto-fill my return service.
• Follow the steps laid out in the software. Once Auto-fill my return has populated your information, make sure that all the proper fields on the return are filled in and that the information provided is true and accurate.
• File your return as directed.

Auto-fill my return is not mandatory for NETFILE-certified software products. Some products may include the service and others may not. If you have questions about your NETFILE-certified software product, contact the software product company directly.

Preparing a tax return for a family member or a friend

Each individual should enter their own userid and password to use Auto-fill my return to automatically fill in parts of a 2016 and 2015 income tax return.

Individuals can also use Auto-fill my return on behalf of a family member. If you prepare a tax return for a family member or a friend, you need to:

• Become authorized to use Auto-fill my return on their behalf. You can get this authorization by obtaining a RepID through the Represent a Client portal. The RepID identifies you with the CRA.
• Give your RepID to your family member or friend so they can authorize you as their representative through their My Account or by filling out and submitting Form T1013, Authorizing or Cancelling a Representative, to have online access.
• Once you are authorized, you can access their tax information and file a return for them using NETFILE-certified software.

For more information on authorizing a representative, go to Authorize or cancel a representative.

Authorized representatives

To use Auto-fill my return, you must:

• Register and be approved as an electronic filer.
• Register in Represent a Client and have a RepID, GroupID, or business number.
• Make sure you have a valid Form T1013, Authorizing or Cancelling a Representative, with level 1 (or higher) authorization for online access on file with the CRA.
• Use EFILE-certified software that offers Auto-fill my return.

Auto-fill my return is not mandatory for EFILE-certified software products. Some products may include the service and others may not. If you have questions about your EFILE-certified software product, contact the software product company directly.

What information does Auto-fill my return deliver?

The following information is available for 2015 and 2016 income tax and benefit returns:

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, Working Income Tax Benefit Advance Payments Statement
• registered retirement savings plan contribution receipt
• PRPP, Pooled registered pension plan
• T1204, Government Service Contract Payments
• RENT ASSIST

For more information, go to Tax information slips.

Other tax-related information

The following information is available for 2016 income tax and benefit returns:

• Registered Retirement Savings Plan contribution limit
• Home Buyers’ Plan repayment amount
• Lifelong Learning Plan repayment amount
• non-capital losses
• capital gains and losses
• capital gains deductions
• federal tuition, education, and textbook carryover amounts
• provincial tuition, education, and textbook carryover amounts

Client Data Enquiry (CDE)

The CDE is a service that provides the following 2016 client information to representatives using EFILE certified software.

• Home Buyers' Plan
• Lifelong Learning Plan
• Social assistance or workers' compensation benefits
• Employment insurance and other benefits (T4E)
• Working income tax benefit advance payments (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 carryforward
• Provincial tuition, education, and textbook carryforward
• 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
• Working income tax benefit
• Immigration Date
• Emigration Date
• EFILE ineligibility indicators
• Direct deposit indicators

Before you file using the information delivered by Auto-fill my return

Before you file a tax return with the CRA using the information delivered by Auto-fill my return you have to make sure that all the proper fields on the return are filled in correctly, including information not delivered by Auto-fill my return, and that the information provided is true and accurate. It remains the taxpayer's responsibility to report their income before a tax return is submitted to the CRA.

If you notice a mistake on an information slip, contact the employer, payer, or administrator for that slip.

If you notice a mistake in the tax-related information, have an account-specific question about other tax-related information, or need additional information, call the Individual Tax enquiries service at 1-800-959-8281.

If you are having problems with the Auto-fill my return login process, go to CRA user ID and password help and FAQs or contact the Individual Tax enquiries service at 1-800-959-8281.

Information about T5 slips (Statement of Investment Income)

T5 slips in more than one name (couples or parent/child)

Auto-fill my return brings forward all tax income slips that the CRA has received from third parties, and that are available in My Account, into the tax preparation software. The return isn’t populated immediately. You will be prompted to determine if the amount is accurate and who should report the income. You will then be able to verify and choose if you wish to report the income in total, in part, or not at all.

Splitting income from a T5 slip

Once Auto-fill my return 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.