• Proceed through the Interview tab by completing the following sections:
  • Identification
  • Current Address
  • Spouse interview type (this option will only display if you select a married or common-law marital status for the individual)
  • CRA questions

Note: If providing spousal information, you must do so before submitting an Authorization request for the Family Head.

• Click add spouse
• Complete the Identification and CRA questions sections for the spouse
• Return to the Family Head’s profile in the navigation bar and proceed with the AFR process

If you are also using AFR to file the spouse’s return, you must also submit an Authorization request for the spouse. This can be done at any time once the Identification and CRA questions have been completed for the spouse.

• Under the Interview tab, in the left side menu, select EFILE
• Select Yes to the question Will you be using the CRA Auto-fill my return service for this taxpayer?

When you answer Yes to this question, a new question will show up asking, Have you already filed an authorization request successfully for this taxpayer today?

Reminder: Before completing a prior year's return using AFR, you must first submit an Authorization request using current year UFile CVITP software.

Current year instructions:

• Answer No to the question Have you already filed an Authorization request successfully for this taxpayer today?
• Once you’ve answered No, instructions will be displayed. Read the instructions
• Click the Tax Return tab

• On the Tax Return tab, select CRA Authorization request from the left side menu to populate the Authorization request – signature page from the left side menu
• Print the Authorization request – signature page
• Read the script to the individual
• Ask the individual to sign the page

Note: Only the individual keeps a copy of this page. Volunteers do not retain paper copies.

• Once the Authorization request – signature page is signed by the individual, click the EFILE tab
• Click Federal Authorization submission in the left side menu or Click Ready for filing (clicking one or the other will bring you to the same result page)

• If you agree, check the box I agree with the Authorization Terms and Conditions for CVITP
• Click File the Authorization now!

Note: If you do not agree with the Authorization Terms and Conditions for CVITP, you cannot proceed with using AFR.

• CRA EFILE service returns an acknowledgement and a confirmation number
• Click Close

• You are now back to UFile at the EFILE tab
  

Note: The Authorization request is now submitted. If you are preparing multiple years, always start with the earliest return.

For 2021 instructions

• Click on Click here to proceed with CRA Auto-fill my return
• Continue from CRA Auto-fill my return of Screen-by-Screen instructions – Using AFR for 2018 – 2021
  

2018 to 2020 instructions:

• See Screen-by-screen instructions – Using AFR for 2018 – 2021

2017 instructions:

• See Screen-by-screen instructions – Using AFR for 2017

• Proceed through the Interview tab by completing the following sections:
  • Identification
  • Current Address
  • Spouse interview type (this option will only display if you select a married or common-law marital status for the individual)
  • CRA questions

• Under the Interview tab, in the left side menu, select EFILE
• Select Yes to the question Will you be using the CRA Auto-fill my return service for this taxpayer?

When you answer Yes to this question, a new question will show up asking, Have you already filed an authorization request successfully for this taxpayer today?

Reminder: Before completing a prior year's return using AFR, you must first submit an Authorization request using current year UFile CVITP software.

Current year instructions:

• Answer Yes to the question Have you already filed an Authorization request successfully for this taxpayer today?
• Once you answer Yes, the following message will appear:
  • Click here to proceed with CRA Autofill my return.
• Select Click here to proceed to the CRA Auto-fill my return page

• Check the box Yes, Use Auto-fill my return in this file
• Click Next

Note: This will take you to the Download my information page.

• Read the AFR Terms and conditions of use
• If you agree, check the box indicating I have read the terms and conditions above and agree to retrieve my tax information
• Click the Download button. You may need to scroll down the page to see it.

Note: You must close all web browsers that you have running before attempting to download the data.

Your web browser will open the CRA's Tax information web service page.

Use one of the two methods below to access the AFR application:

1. If you are using the CRA login method, enter your CRA user ID and password

2. If you are using the Sign-In Partner Login method, login using your online banking information

Note: This is the same information you would use to access other CRA login services, such as Represent a Client, My Account, and My Business Account. If you run into issues with Multi-factor authentication, see Multi-factor authentication – Auto-fill my return (AFR) and CVITP volunteers.

Once you have logged in, you will be taken to the Tax information web service-request confirmation screen and asked to verify the SIN you are using AFR.

Note: With the UFile CVITP software, you can only enter one SIN at a time.

• Once you confirm that the SIN is correct, click Next.
• You will need to wait a few minutes for the system to process your request.

Auto-fill my return brings forward all income tax slips that the CRA has received from third parties into UFile.

Note: You will be prompted to verify that the amounts are accurate and confirm that the income should be reported.

• Always confirm with the taxpayer that the system is showing all of their information slips

• Once you have verified that all of the income information is correct, click Accept

Note: Some slips may require additional information. Be sure to follow the instructions provided through the software.

• The AFR service process is completed
• You are brought back to the Accept my information screen under the Interview tab
• All slips and other information that were downloaded are listed in the left side menu, and the individual’s data is now merged into the return

This is the end of the AFR process. For more information on completing a tax return, please refer to Preparing income tax returns: before, during and after.

Note: AFR can only download information that the CRA has available at the time of filing. For more information, see Before you begin.

• Proceed through the Interview tab by completing the following sections:
  • Identification
  • Current address
  • CRA questions
  • Spouse interview type (this option will only display if you select married or common-law as marital status for the taxpayer)
  • Interview Setup section

Note: Although the authorization request is transmitted through the current year UFile software, you must still answer Yes to this question in 2017 UFile.

• In the left side menu, select EFILE
• Select Yes to the question that asks you if you will be filing an authorization request to use the CRA Auto-fill my return service
• Click Next

This will bring you to the T4 and employment income page.

Note: Form T1013 was replaced by the Authorization request – signature page beginning in the 2019 tax filing season. Any reference to Form T1013, Authorizing or Cancelling a Representative in the 2017 software is the same as a reference to the Authorization request – signature page in 2019 and subsequent versions of the software.

• Select CRA Auto-fill my return from the left side menu
• Do not click the Next button on this page

• In this section, check the box Yes, Use Auto-fill my return in this file
• Click Next
• This will take you to the Download my information screen

• Read the text under AFR terms and conditions of use
• If you agree, check the box indicating I have read the terms and conditions above and agree to retrieve my tax information
• Click the Download button. You may need to scroll down the page to see it.

Note: You must close all web browsers that you have running before attempting to download the data.

Your web browser will open the CRA's Tax information web service page.

Use one of the two methods below to access the AFR application:

1. If you are using the CRA login method, enter your CRA user ID and password

2. If you are using the Sign-In Partner Login method, login using your online banking information

Note: This is the same information you would use to access other CRA login services, such as Represent a Client, My Account, and My Business Account. If you run into issues with Multi-factor authentication, see Multi-factor authentication – Auto-fill my return (AFR) and CVITP volunteer.

Once you have logged in, you will be taken to the Tax information web service-request confirmation screen and asked to verify the SIN you are using AFR.

Note: With the UFile CVITP software, you can only enter one SIN at a time.

• Once you confirm that the SIN is correct, click Next
• You will need to wait a few minutes for the system to process your request.

Auto-fill my return brings forward all income tax slips that the CRA has received from third parties into UFile.

Note: You will be prompted to verify that the amounts are accurate and confirm that the income should be reported.

• Always confirm with the taxpayer that the system is showing all of their information slips

• Once you have verified that all of the income information is correct, click Accept

Note: Some slips may require additional information. Be sure to follow instructions provided through the software

• The AFR service process is completed
• You are brought back to the Accept my information screen under the Interview tab
• All slips and other information that were downloaded are listed in the left side menu, and the individual’s data is now merged into the return

This is the end of the AFR process. For more information on completing a tax return, please refer to Preparing income tax returns: before, during and after.

Note: AFR can only download information that the CRA has available at the time of filing. For more information, see Before you begin.