Auto-Fill My Return (AFR) Options

Updated: 2023-02-24

Set Auto-fill my return (AFR) module options to control how data is imported into T1 tax returns.

  1. To open Options from the Start screen, click Options in the blue bar on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left side of the dialog box, expand the T1/TP1 (or any other module) section, then click on Auto-fill My Return (AFR) to set the same options for all years. Or, expand it and click on a year to set different options for each year.
  3. Check the option to use SlipMatch to automatically enhance the matching of T3 slips with a downloaded list of fund companies. To learn more about this feature, see the AFR SlipMatch help topic. (This option is disabled by default.)
  4. Clear the box next to Import T5008 slips by default to always set T5008 slips to Do not import when matching. (This option is enabled by default.)

Screen Capture: AFR Options in TaxCycle