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Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program. |
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)
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:
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Slips |
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Other tax-related information |
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Revenu Québec's Tax Data Download
When an MR-69 form is sent and accepted by Revenu Québec or the taxpayer gave you his or her download code, you can download the following:
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RL slips |
1, 2, 3, 5, 6, 7, 8, 10, 16, 19, 22, 24, 25, 26, 27, 29, 30, RC62, T4A(OAS), T4E |
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Other data |
Individual data, instalments, interest paid by Revenu Québec |
For more information about TaxprepConnect, click here.