Canadian tax preparation software
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Personal Taxprep
Personal Taxprep
Personal Taxprep
What is TaxprepConnect?

Streamline your T1 tax return preparation with TaxprepConnect. This functionality downloads tax data accessible via the Canada Revenue Agency (CRA) and Revenu Québec (RQ) online services and populates this tax data into the returns you are preparing.

Connect to the CRA’s Auto-fill T1 return service
With TaxprepConnect, use your existing CRA Represent a Client profile to download the following information into your T1 returns:


Slips
  • Slips T3, T4, T4A, T4A(P), T4A(OAS), T4RSP, T4RIF, T4E, T5, T1204, T5007 and T5008
  • RRSP contribution receipts
  • RC62, Statement of Universal Child Care Benefit
  • RC210, Working Income Tax Benefit Advance Payments
  • Rent Assist, formerly Manitoba Shelter Allowance for elderly renters
  • PRPP contribution receipt
Other tax-related information
  • Instalments
  • RRSP deduction limit and unused contribution
  • Home Buyers’ Plan
  • Lifelong Learning Plan
  • Non-capital losses
  • Capital gains and losses (including the inclusion rate for the year 2000 and the amount of unused net capital losses)
  • Capital gains deduction
  • Federal and provincial tuition, education and textbook amounts (federal and provincial)
  • Client data enquiry

This table shows the content currently authorized for access by the CRA for 2017 tax returns. Wolters Kluwer’s renowned innovation team was the initiator of the CRA’s Auto-fill T1 return service, which allows tax preparers to easily access and download client data. Taxprep remains the leader in taxation, and we will continue working closely with the CRA in order for this service to meet the constantly evolving requirements of preparers.

Downloading prior-year data
It is possible to download prior-year tax data. To download data of a given year, you will have to use the Personal Taxprep program of the year in question.

The prior-year data download is only available with Personal Taxprep 2015 and Personal Taxprep 2016 for now, but the CRA will gradually make available data of additional taxation years until data of the three prior years is available (in addition to the current-year data).

Note that only data on slips of prior years will be available. In addition, data that does not relate to a specific year, such as carried forward balances, will not be available.

TaxprepConnect is completely free of charge, for both the CRA’s Auto-fill T1 return and RQ’s Tax Data Download services.

Connect to Revenu Québec’s Tax Data Download service
Preparing TP1 returns? TaxprepConnect allows you to download the following tax data to populate the tax returns you are preparing:

RL slips and other slips 1, 2, 3, 5, 6, 7, 8, 10, 16, 19, 22, 24, 25, 26, 27, 29, 30, RC62, T4E, and T4AOAS
Additional info Instalments, interest paid by Revenu Québec, personal information

Downloaded Québec RL slips can be used to automatically populate both the federal and provincial fields in Taxprep, where applicable. Click here for detailed information about using TaxprepConnect for TP1 returns.

Form TaxprepConnect Download
Form TaxprepConnect Download (Jump Code: CONNECT) offers the following possibilities:

  • Compare amounts in the return (e.g. RRSP, capital gains, etc.) with amounts downloaded using the Auto-fill T1 return service, taking advantage of diagnostics reporting the differences.
  • Update the tax return to match the CRA records in a single click.
  • Associate the downloaded slips using the CRA’s Auto-fill T1 return and RQ's Tax Data Download services with rolled forward issuer names, for year-to-year comparison.
From this form, simply click a button to transfer the downloaded data into the applicable forms of the return. Colour-coded fields on the various slips and forms show that the source was the CRA or RQ, which directly results in time savings during review.

CCH Scan and TaxprepConnect work together to maximize the efficiency of your tax return preparation process.
CCH Scan is a part of the CCH Accountants' Suite. CCH Scan is a paperless software solution that effortlessly and electronically takes the proverbial shoebox of unsorted client information, determines what each item is, and outputs the organized documents to a single, organized, and bookmarked PDF file. Then, the Autoflow technology allows you to import data directly into the tax return. This is where TaxprepConnect comes in: it confirms that no slips or important documents have been missed. If they were, you will be able to import them through TaxprepConnect with a single click. TaxprepConnect includes additional helpful tools that allow you to compare carry-over amounts and other balance information with the CRA records.

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