Download TaxprepConnect Box

The TaxprepConnect download allows you to obtain tax data of the corporation in a client file.

The TaxprepConnect Download box is made up of two main sections:

• the top part allows you to indicate if you want to download data from the Canada Revenue Agency (CRA) for the corporation, using the T2 Auto-fill service;
  • CRA This jurisdiction is selected for download by default, unless a critical error (e.g., service not available) causes the download to no longer be available.
    
• the lower part displays the errors, warnings or information relating to the download service or the client file, if applicable. This part may not be displayed if no problem is detected and the service functions perfectly.

Note: By default, the TaxprepConnect download will be made available to you after roll forward of a client file.