Auto-fill My Return for professional tax preparers
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Auto-fill My Return is a secure Canada Revenue Agency (CRA) service that allows authorized representatives using certified software to automatically fill in parts of an income tax and benefit return. This service can only use information that the CRA has available at the time of the request.
How to use Auto-fill My Return
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 a 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 My Account
- By confirming in My Account the authorization request you submitted in Represent a Client
- By providing you with information from their notice of assessment, from a return processed at least six months ago, which you will use when submitting the initial authorization request
Information provided by the service
The CRA should receive most tax information from third parties by the end of February, after which it should be processed and available for use by mid-March.
If a slip is missing from My Account, Represent a Client, or the Auto-fill My Return service, it may be because:
- The slip was issued with an error in your Social Insurance Number (SIN), first name, or last name; OR
- The slip has not yet been received or processed by the CRA.
Review the slip you received and contact the issuer for any missing or incorrect slips.
The following information may be available in the tax software:
Also available to representatives using EFILE-certified software:
- CRA Online Service Registration
- Unfiled returns
Client Data Enquiry (CDE)
The CDE is a service that provides the following 2025 client information through Auto-fill My Return to representatives using EFILE-certified software. CDE is also available in Represent a Client.
Information provided by the CDE service
- 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
- 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
- Non-Resident Source Deduction Identification (NRSDI) indicator
- Canada Emergency Benefits (CEB) debt indicator
Your responsibilities
Before you file a tax return using the information delivered by Auto-fill My Return you must ensure all proper fields on the return are filled in correctly, including information not delivered by Auto-fill My Return, and 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.
Note: It is your responsibility to contact the issuer for any missing or incorrect tax slips.
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 login process, go to CRA user ID and password help and FAQs or contact the Individual Tax enquiries service at 1-800-959-8281.