Auto-fill my return is a secure Canada Revenue Agency (CRA) service that allows individuals and authorized representatives using certified software, to automatically fill in parts of an income tax and benefit return with information that the CRA has available at the time of the request.

How to use Auto-fill my return

Individuals preparing tax returns for themselves

To use the Auto-fill my return service, you must:

• be registered for a CRA account
• be using a NETFILE-certified software

When you are ready to use Auto-fill my return service, your software will prompt you to enter your CRA user ID and password. Follow the steps provided in the software you are using. Once Auto-fill my return service has populated your return with the information, make sure that all the proper fields on the return are filled in and that the information provided is true, accurate and complete before you file your return.

Individuals preparing tax returns for family members or friends

Individuals can also use Auto-fill my return service on behalf of a family member or a friend. If you prepare a tax return for a family member or a friend, you need to:

• be authorized by your family member or friend to use Auto-fill my return service on their behalf. You will need a RepID, which you can get in Represent a Client. The RepID identifies you with the CRA.
• give your RepID to your family member or friend so they can authorize you as their representative in their My Account. For more information on authorizing a representative, go to Authorize or cancel a representative.

Once you are authorized, you can use Auto-fill my return service to access their tax information and file a return on their behalf.

Each individual should enter their own CRA user ID and password to use this service. Auto-fill my return service can be used for the current tax-filing year plus the previous eight tax years, depending on the software you use.

Authorized representatives preparing tax returns for clients

To use the Auto-fill my return service,

you must:

• be a registered electronic filer
• be registered for a CRA account and have access to Represent a Client
• have RepID, GroupID, or Business Number (BN)
• use an EFILE-certified software

your client must:

• authorize you for online access (RepID, GroupID, or business number) to their CRA tax information, using one of the following methods:
  • directly in their My Account.
  • through your EFILE-certified software. The signature page generated by the software is to be signed by the client and kept by you for six years.
  • by confirming in their My Account the authorization request you submitted in Represent a Client.

Information delivered by Auto-fill my return

The Auto-fill my return service will deliver all of the information listed below that is available at the time of the request. The CRA receives tax information from third parties and as such, the CRA should have most tax information slips and other tax-related information by mid-March of each year. However, if the information is not available, it is possible that the CRA has not yet received it. If that is the case, please try the service again later.

Tax information slips

The following information may be available for 2016 and subsequent tax years:

• T3, Statement of Trust Income Allocations and Designations
• T4, Statement of Remuneration Paid
• T4A, Statement of Pension, Retirement, Annuity, and Other Income
• T4A(OAS), Statement of Old Age Security
• T4A(P), Statement of Canada Pension Plan Benefits
• T4E, Statement of Employment Insurance and Other Benefits
• T4RIF, Statement of Income from a Registered Retirement Income Fund
• T4RSP, Statement of Registered Retirement Savings Plan Income
• T5, Statement of Investment Income
• T5007, Statement of Benefits
• T5008, Statement of Securities Transactions
• RC62, Universal Child Care Benefit Statement
• RC210, Advanced Canada workers benefit statement
• RRSP, Registered Retirement Savings Plan contribution receipt
• PRPP, Pooled Registered Pension Plan contribution receipt
• T2202, Tuition and Enrolment Certificate
• T1204, Government Service Contract Payments
• RENT ASSIST
• T5013, Statement of Partnership Income
• T4FHSA, First Home Savings Account Statement

For more information, go to Tax information slips.

Other tax-related information

The following information is available for 2024 income tax and benefit returns:

• Registered Retirement Savings Plan (RRSP) deduction limit
• Home Buyers’ Plan (HBP) required repayment, repayments to date, required repayment remaining and required repayment for the next tax year
• Lifelong Learning Plan (LLP) required repayment, repayments to date, required repayment remaining and required repayment for the next tax year
• First Home Savings Account (FHSA) amounts
• non-capital losses
• capital gains and losses
• capital gains deductions
• federal tuition, education, and textbook carryforward amounts
• provincial tuition, education, and textbook carryforward amounts
• Canada training credit limit (CTCL)
• NETFILE access code
• Employment Insurance (EI) election on self-employment
• Allowable business investment loss (ABIL), history of deductions
• Unused net capital losses
• Instalment amounts
• Direct deposit
• Returned mail
• Outstanding GST/HST returns
• Foreign Property Declared
• EI Election for self-employment
• Disability Tax Credit
• Electronic Correspondence Preference
• CRA Online Service Registration (EFILE only)
• Unfiled Returns (EFILE only)

Client Data Enquiry (CDE)

The CDE is a service that provides the following 2024 client information through Auto-fill my return service to representatives using EFILE-certified software. CDE is also available in Represent-a-Client.

• Home Buyers' Plan (HBP) required repayment, repayments to date, required repayment remaining and required repayment for the next tax year
• Lifelong Learning Plan (LLP) required repayment to date, required repayment remaining and required repayment for the next tax year
• Social assistance or workers' compensation benefits
• Employment insurance and other benefits (T4E)
• Advanced Canada workers benefit payments statement (RC210)
• Universal child care benefit (RC62)
• Reassessment information
• Balance owing
• New balance owing message for prior claim(s) on a refund
• No debt owing indicators
• Current tax year return
• Bankruptcy
• Insolvency
• Other existing outstanding balances
• Recent page access
• Federal tuition, education, and textbook carryforward amounts
• Provincial tuition, education, and textbook carryforward amounts
• Disability tax credit eligibility
• Unfiled returns
• Review
• External refund set-off
• Internal refund set-off
• Reassessment in progress
• Pension, retirement, annuity, and other income (T4A)
• CPP payments (T4A(P))
• Outstanding GST/HST returns
• Canada workers benefit
• Immigration Date
• Emigration Date
• EFILE ineligibility indicators
• Direct deposit indicators
• Non-Resident Source Deduction Identification (NRSDI) indicator
• Canada Emergency Benefits (CEB) debt indicator

Your responsibilities

Before you file a tax return with the CRA using the information delivered by Auto-fill my return service you have to ensure that all proper fields on the return are filled in correctly, including information not delivered by Auto-fill my return service, and that the information provided is true, accurate and complete. It remains the taxpayer's responsibility to report accurately their income before a tax return is submitted to the CRA.

If you notice a mistake in the tax-related information, have an account-specific question about other tax-related information, or need additional information, call the Individual Tax enquiries service at 1-800-959-8281.

If you are having problems with the Auto-fill my return service login process, go to CRA user ID and password help and FAQs or contact the Individual Tax enquiries service at 1-800-959-8281.

Information about T5 slips (Statement of Investment Income)

T5 slips in more than one name (couples or parent/child)

The Auto-fill my return service gathers all tax income slips that the CRA has available in My Account for you to review in your software. You will be prompted to determine if the amount is accurate and who should report the income from slips showing more than one individual’s name. You will then be able to verify and choose if you wish to report the income in total, in part, or not at all.

Splitting income from a T5 slip

Once the Auto-fill my return service delivers the T5 slip into a NETFILE-certified software, you need to report your share of interest from a joint investment based on how much you contributed to it. You can enter the percentage of interest directly in the software. The difference would need to be declared by the other individual.

Information about the T5008 slip (Statement of Securities Transactions)

T5008 – more than 500 slips

The Auto-fill my return service will not deliver more than 500 T5008 slips. If your client has 501 slips or more, they will receive an error message informing them that there were too many slips to deliver. In such a case, all of the T5008 slips will have to be manually entered.