Auto-fill my return (AFR)

Updated: 2020-05-29

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. Click a timestamp below to jump to a topic:

• Obtaining T1013 authorization (1:39)
• Requesting AFR downloads (10:54)
• Matching and importing downloaded data (13:08)
• Refreshing client data before filing (15:42)
• Aggregating multiple slips into a single entry (22:19)
• Using downloaded information in a tax return (25:38)
• Export AFR values to Excel (29:24)

Date of broadcast: February 13, 2019
Presented by: Cameron Peters