What is Auto-fill my return and TDF?

Both the Auto-fill my return and the Téléchargement des données fiscales (TDF) features are only available to users of the Assistance or Protection products. Check out our Desktop Support or Online Support articles to learn how to upgrade to one of these products!

 

Auto-fill my return (CRA service)

The Canada Revenue Agency (CRA)’s Auto-fill my return (AFR) service provides a secure way to automatically fill-in certain sections of your tax return – saving you time and reducing errors caused by manual data entry.

To take advantage of this feature, simply register for the CRA’s My Account service and complete your return using H&R Block’s tax software. Once registered, you’ll be able to download tax slips and other tax-related information right into your return! Click here to find out what information is available for download through AFR.

Important: If this is your first year filing a tax return, you won’t be able to use AFR. As mentioned, using the AFR feature requires that you’re registered for My Account – something you can’t do until you’ve had at least one return assessed by the CRA.

Note: If you try to use the AFR feature and the CRA has nothing on file for you, it might be because you’re trying to download your information before the CRA has had a chance to collect it, or you simply don’t have any slips or other information available for download.

By waiting until the middle of March to download your slips, there’s a greater chance that all of your information will be available.

Need help using the AFR feature? Check out our Using AFR Quick Start Guide!

 

Is it safe to use AFR to import my tax information?

Yes! No one other than yourself or a designated representative can access your personal tax information using the AFR service. Before your information can be imported into your return, you must first sign into your CRA My Account (which is itself protected by a number of security protocols). Once you’ve successfully signed in, the automatic import process begins downloading your tax information directly into your return via a secured, encrypted connection.

 

Téléchargement des données fiscales (Revenu Québec)

Like the CRA, Revenu Québec offers a similar service that allows residents of Québec to securely download their RL slips, called Téléchargement des données fiscales (TDF). If you’d like to use Revenu Québec’s TDF service, you’ll need to enter your Notice of Assessment (NOA) number* and ensure the following information was entered correctly on the GET STARTED tab of the tax software:

  • Social Insurance Number (SIN) and
  • Date of birth

*Refer to your most recent Notice of Assessment. Your NOA number can be found on the top right corner of page 1 of your NOA: 

Note: If you try to use the TDF service and Revenu Québec has nothing on file for you, it might be because you’re trying to download your information before Revenu Québec has had a chance to collect it, or you simply don’t have any slips or other information available for download.

By waiting until the middle of March to download your slips, there’s a greater chance that all of your information will be available.

Need help using the TDF feature? Check out our Using TDF Quick Start Guide!

 

I’ve downloaded my information, now what?

Once you’ve downloaded all of your slips and tax-related information from the appropriate agency, the next step is to manually enter any tax slips you received that you weren’t able to get through the AFR or TDF services.

To make this step easier, H&R Block’s Quick Slip Entry feature lets you quickly search the tax software for the pages and forms you need to complete, something that’s especially useful if you’re filing a simple return. Items that you can search for include:

  • Your federal slips (T4, T4A, T2202A, etc.)
  • Your Québec relevé slips (RL-1, RL-8, RL-24, etc.)
  • Your RRSP contributions
  • Your unused amounts (like tuition fees)

If you think you might have forgotten something after using the Quick Slip feature, don’t worry! By clicking the Continue button, you’ll be directed to the PREPARE section of the tax software. While in the PREPARE section, you’ll be able to choose the different tax-related situations that apply to you and claim credits, deductions, and enter any receipt information you might have.

 

What if I download my slips more than once?

You might have downloaded the same slip more than once:

  • By accident or
  • If the issuer made an error on the original slip and had to re-issue it

In either case, you’ll need to delete the duplicate or incorrect version of the slip. You can do this by clicking the Delete button next to the slip or receipt you’d like to remove from your return on the QUICK SLIP page.

 

What is form T1013 and why do I need one?

If you’ve decided to let someone prepare and submit your tax return on your behalf, the Canada Revenue Agency (CRA)  requires that you authorize them to be your representative for income tax matters. You can do this in one of two ways. First, you can designate a representative by logging in to the CRA’s My Account service. Once authorized, your representative will have instant access to your information and online services so that they can easily manage your account.

Remember, you have the right to view, change, or cancel your representative’s authorization at any time.

The second way to authorize a representative is to complete and mail-in form T1013: Authorizing or Cancelling a Representative. If you’re having the same person prepare and submit your tax return year after year, there’s no need to complete a new form each year.