Use the TaxprepConnect download

1. 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).
2. 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.
3. Click Download.
   If you selected the federal tax data download, you must review the CRA message before continuing.
4. Click Connect to the CRA.
   Your Web browser will open in a new window.
   
5. In the displayed CRA's Represent a Client welcome page, enter the authentication information allowing you to access this service, then click Login.
6. The Download Options dialog box will display. Select the desired options to download tax data, then click OK.

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.

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.