Note for e-transfer: Must indicate Software ID, email address (if using RBC) in the message and pay the Tax to avoid delays.
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Previous step: Step 5: Complete S125 and S100
In this step, complete all required forms and schedules for your return.
Reminder: For information about T2 schedules, forms, and line-by-line requirements, refer to the CRA's T2 guide.
Auto-fill
If you want to use Auto-fill, you will need a license key. You can jump ahead to Step 8: Purchase a License Key, follow the instructions there, then return here. When you reach Step 8 again, skip it.
To use Auto-fill, go to the top menu bar and access Tax Return > Auto-fill (AFR). Alternatively, you can press F8.
Field Colours
Different field colours indicate how each field functions in the software:
- Black: The field is entered manually.
- Green: The field is transferred from another form. Double-click the field, or select it and press F2, to open the source form.
- Blue: The field is calculated automatically by the software.
- Purple: The field is pre-filled by the software but can be edited manually if applicable.
The background colour of a field may change to indicate its status:
- Light blue: Comments are added for the field (right-click the field and select Comments).
- Aqua: The field is overridden (overrode a purple overridable field).
After you are done, you are ready to verify your return.
Next step: Step 7: Verify Your Return