Import data for T1 returns directly from the CRA via Auto-Fill My Return (batch and single returns)

Auto-fill my Return (AFR) is a secure CRA service. It let’s authorized representatives to electronically request and receive certain tax information to fill in parts of their client's income tax and benefit return.

Note: ProFile offers the service for both single and multiple individual T1 returns.

Table of Contents:

Import data for a single individual T1 return

The tax preparer must have a valid authorization from the taxpayer to access the Represent a Client website. Learn about obtaining Represent a Client (RAC) access. 

1. Open or create a T1 return.
2. Navigate to the File menu and select the Auto-fill my Return (AFR) option. ProFile opens the CRA Data Import Tool.

3. Select Launch CRA Import Website. The CRA's Tax information web service launches in a separate browser window.

4. Select the CRA login under Option 2 - Using a CRA user ID and password. The CRA Login window will display.

5. Sign in to the CRA site.

The CRA Data Import window lists the clients whose SINs can be entered into the CRA website.

6. Select the client.

7. Select the Next to provide confirmation. The CRA system will processes the request.

The CRA processing occurs simultaneously with the data import in ProFile. Customers will also see the processing screen for CRA Data Import working.

The Successfully connected message displays when the connection has been made between ProFile and CRA systems.

The ProFile Data Import Worksheet displays; the default display setting is the basic view.

8. To display more detail, select the + icon next to each statement to reveal the expanded view of the information.

9. Review the data and forms to be imported. If correct, select Import Selected Data.

10. Select Close.
11. In ProFile, choose the data to import by choosing individual boxes or choosing Select All for all the data types to be imported.
12. Select Accept CRA Data auto-fill data into the taxpayer's return.

Note: To review the data imported, select the Data Import tab in ProFile's Auditor.

The imported data appears in purple within individual fields on the appropriate forms and slips.

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Import data for multiple individual T1 returns

Note: Only the latest tax year is eligible to have data imported for multiple individual returns using Client Explorer. Previous tax years that support AFR must be have data import undertaken on an individual basis.

1. Select Launch CRA Import Website. This'll open CRA's Login in a separate browser window.
2. Sign in to the CRA site.

The CRA Data Import window lists the clients whose SINs can be entered into the CRA website.

3. Select the clients.

4. Select the Next button to provide confirmation. The CRA system processes the request.

The CRA processing occurs simultaneously with the data import in ProFile. Users will also see the processing screen for CRA Data Import working.

The Successfully connected message will display when the connection has been made between ProFile and the CRA.

The ProFile Data Import Worksheet displays.

Note: The default display setting is the basic view.

5. For more details, select the + icon next to each statement to reveal the expanded view.

6. Review data and forms to be imported. If correct, select Import Selected Data.

The import window will display a Data Import Completed message.

7. Select Close.
8. In ProFile, choose the data to import by choosing individual boxes or choosing Select All for all the data types to be imported.
9. Select Accept CRA Data auto-fill data into the taxpayer's return.

Note: To review the data imported, select on the Data Import tab in ProFile's Auditor.

Note: for more details on importing government information into a return, search for the topic Import government data into a T1 return in the in-product Help feature.

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Import Data for multiple T1 returns via the Client Explorer Database

1. Open ProFile.
2. Open the Client Explorer by selecting the Client Explorer option from the Go to toolbar menu, or pressing F3 on the keyboard.
3. Select Filter ‌to display the filter pane in the Client Explorer:

4. Select the tab or module and filter the specific year for the query you'd like to run and select Apply Filters.

5. Select the necessary returns from the filtered results. A maximum of 10 clients can be selected.
6. Select the CRA Import option from the Database menu in the top toolbar menu.

ProFile opens the CRA Data Import Tool.

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Additional resources

T5008 slips that are added to ProFile with the AFR function are now grouped by financial institution and show more details than before. Learn about the AFR T5008 Group Function experience.

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