Use the TaxprepConnect download

You can download the corporation's tax data via the Canada Revenue Agency (CRA) T2 Auto-fill service.

The tax data download is split into three main milestones: data download, tracking the progress of the download as well as the review of the downloaded data and its transfer to the tax returns in the client file.

By default, Corporate Taxprep will prompt you to use TaxprepConnect the first time a client file is opened after roll forward. However, to download tax data to the current client file, proceed as follows:

Downloading data to the current client file

In the File menu, click TaxprepConnect Download.
The TaxprepConnect Download dialog box will display.

Tip: You can also click the Download

button in the right side corner of the status bar or the Download button in Form TaxprepConnect Download (Jump Code: CONNECT).

Select the tax authority for which you want to download data.
If applicable, consult the section relating to errors, where applicable, to prevent errors form occurring during download.
Click Download.
If you selected the federal tax data download, you must review the CRA message before continuing.
Click Connect to the CRA.
Your Web browser will open in a new window.
In the displayed CRA's Represent a Client welcome page, enter the authentication information allowing you to access this service, then click Login.
The Download Options dialog box will display. Select the desired options to download tax data, then click OK.

Keeping track of the download progress

Once certain information is verified by Taxprep, a progress bar will display to inform you about the TaxprepConnect download progress.

Once download is finished, the colour of the progress bar displayed in the dialog box and in the status bar will change based on the progress of the operation:

The colour red indicates that the TaxprepConnect download did not work and no data has been downloaded. If this is the case, the TaxprepConnect download log will provide a description of the problem occurred and allow you to correct it before trying to download tax data again.
The colour yellow indicates that the TaxprepConnect download was performed and certain data was retrieved, but errors occurred. If this is the case, the TaxprepConnect download log will provide a description of the errors allowing you to correct them. You can then download the tax data again.
The colour green indicates that the TaxprepConnect download went well and the downloaded data is complete.

Click the View button to review the downloaded data and transfer it to the return, or if a problem occurred during download, to review the TaxprepConnect download log.

Note: The TaxprepConnect download log is always available, even when a download was successful.

Verify and transfer downloaded data

All you need to do is review the data downloaded into Form TaxprepConnect Download (Jump Code: CONNECT) and transfer the data that you want to include in the corporation's return.

Note:

Once the data is transferred, it will be identified by a different cell colour in the return. You can use the "Data transferred after TaxprepConnect download" Xpress filter to quickly locate it.

Once the operation is completed and the data is displayed in Form TaxprepConnect Download you can still see the date (by hovering the icon) of the last download in the status bar of each client file, as applicable. This date will also be available in Form TaxprepConnect Download and Form File Identifier Workchart (Jump Code: FILE)