Whether you dabble in the stock market or save for your retirement, keeping accurate records of your transactions is a must at tax time. Kickstart your tax prep with Autofill my return.

Capital Gains and Interest Amounts

Instead of combing through all of your T slips, sit back and let Auto-fill my return do the leg work. Import your information directly from your CRA My Account to your return. Imported slips include

  • T3, Statement of Trust Income Allocations and Designations
  • T5, Statement of Investment Income
  • T5008, Return of Securities Transactions

Keeping track of all of your past gains and losses is a breeze with Auto-fill my return. With a few clicks of your mouse all of your available capital gains deductions and prior capital losses are imported directly into the proper spots of your tax return.

RRSP’s

Planning for your future has its benefits. In addition to making your retirement years more stable, your RRSP contributions also lower your net income for tax purposes. To ensure you’re claiming all of your contributions, use Auto-fill my return. Your provider’s copy of your contribution receipts along with your contribution limit can be imported directly to your return. So why waste time tracking down your RRSP receipts and last year’s Notice of Assessment when you can Auto-fill it instead?

If you’re a participant in the Home Buyer’s Plan or Lifelong Learning Plan, Auto-fill my return makes recording your withdrawals and repayment amounts simple. Import your initial withdrawal amounts for your HBP or LLP from your T4RSP as well as your plan repayment amounts for the current year. Why struggle with calculations when Auto-fill can load your amounts with ease?

Canada Revenue Agency (CRA) My Account

Canada Revenue Service offers a service to Canadians called CRA My Account. This secure online portal contains your most up-to-date personal info such as copies of your T slips, your RRSP limits, and amounts from your previous years’ tax returns. In order to access the Auto-fill my return feature, you must be a CRA My Account holder. In addition to all the benefits of Auto-fill my return, your CRA My Account offers a wide range of information and abilities. You can easily check your TFSA contributions and limits, update your address or direct deposit details, make adjustments to previous years’ returns and much more. If you don’t already have a CRA My Account, sign up or learn more about registering.

Learn more about Auto-fill my return.