Corporate Taxprep 2019.2.3

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: