Personal Taxprep 2019.1

About the TaxprepConnect Download

The TaxprepConnect download is a quick, efficient and secure method of simplifying your work during tax season. You can download a lot of tax data with the Canada Revenue Agency (CRA) and Revenu Québec , without leaving Personal Taxprep. The colour code of the different types of cells allows you to quickly view the data that was downloaded on the Web sites of the tax authorities.

This functionality uses the CRA's Auto-fill T1 return (AFR) services as well as the Tax Data Download of Revenu Québec.

This functionality uses the CRA's Auto-fill T1 return (AFR) service.

Auto-fill T1 return (CRA)

The AFR service is a secure service that allows authorized representatives using EFILE certified software to electronically receive tax information that the CRA has available to help them complete certain parts of their clients' income tax and benefit returns. The AFR service can deliver tax information relating, for example, to T4 slips, the Home Buyers' Plan or tuition carryover amounts.

To use the AFR service for your clients, you must:

be a registered electronic filer;
be registered in Represent a Client and have a RepID, GroupID or Business Number (BN); and
have a valid Form T1013, Authorizing or Cancelling a Representative Level 1 (or higher) authorization on file with the CRA.

Once you have access to the Auto-fill T1 Return service and the CRA will have received the taxpayer's authorization (T1013) so that you can represent him or her, you will be able to download the following data:

Slips

Slips (T3, T4, T4A, T4A(P), T4A(OAS), T4RSP, T4RIF, T4E, T5, T1204, T5007, T5008)
RRSP contribution receipts
RC62, Universal Child Care Benefit Statement
RC210, Working Income Tax Benefit Advance Payments Statement
Rent Assist (formerly Manitoba Shelter Allowance for elderly renters)
PRPP contribution receipt

Other tax-related information

Instalments
RRSP deduction limit and unused contributions
RRSP contribution history
Home Buyers' Plan
Lifelong Learning Plan (LLP)
Non-capital losses
Capital gains and losses (including the inclusion rate for the year 2000 and the amount of unused net capital losses)
Capital gains deduction
Tuition, education, and textbook amount (federal and provincial) and province of residence
Client data enquiry

For more information about TaxprepConnect, click here.

RL slips	1, 2, 3, 5, 6, 7, 8, 10, 16, 19, 22, 24, 25, 26, 27, 29, 30, RC62, T4A(OAS), T4E
Other data	Individual data, instalments, interest paid by Revenu Québec