Learn how to download slip and other data from the Canada Revenue Agency (CRA) directly into T1 tax returns. Find out about time-saving features only available in TaxCycle T1 that make Auto-fill my return (AFR) even more useful and efficient. You will learn how to:
- Obtain T1013 authorization (4:23)
- Request AFR downloads (11:32)
- Match and import downloaded data (15:52)
- Refresh client data before filing (23:00)
- Consolidate multiple slips into a single entry (28:05)
- Use downloaded information in a tax return (33:45)
Date of broadcast: February 14, 2018
Presented by: Elizabeth Kohl