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Overview
With Auto-fill My Return, Wealthsimple Tax can automatically complete parts of your tax return using slips and data directly from the CRA. This helps you file more accurately and saves you the time of entering every slip manually.
Available slips and timelines
Not all slips are available at the beginning of the tax season. It can also take a few days for information to appear in your CRA My Account once the CRA has received it. If a due date falls on a weekend or public holiday, it moves to the next business day.
| Slip/data | Description | Due to the CRA |
|---|---|---|
| T4 | Statement of Remuneration Paid | February 28 |
| T4A | Statement of Pension, Retirement, Annuity, and Other Income | February 28 |
| T4A(OAS) | Statement of Old Age Security | February 28 |
| T4A(P) | Statement of Canada Pension Plan Benefits | February 28 |
| T4E | Statement of Employment Insurance and Other Benefits | February 28 |
| T4RIF | Statement of Income From a Registered Retirement Income Fund | February 28 |
| T4RSP | Statement of RRSP Income | February 28 |
| T4FHSA | First Home Savings Account Statement | February 28 |
| FHSA history | Variable "B" amount Carryforward amounts Transfers from RRSP to FHSA from prior year(s) Designated transfers from FHSA to RRSP/RRIF from prior year(s) Prior year annual limit Prior year deduction Unused contributions available for deduction |
Available immediately |
| T3 | Statement of Trust Income Allocations and Designations | March 31 |
| T5 | Statement of Investment Income | February 28 |
| T5007 | Statement of Benefits | February 28 |
| T5008 | Statement of Securities Transactions | February 28 |
| T1204 | Government Service Contract Payments | March 31 |
| RC210 | Advanced Canada Workers Benefit (ACWB) Payments Statement | February 28 |
| RRSP receipts | Contribution receipts | March 15 |
| RRSP history | Deduction limit (line A) Unused contributions (line B) |
Available immediately |
| T2202 | Tuition and Enrolment Certificate | February 28 |
| Tuition | Unused federal amount Unused provincial amount |
Available immediately |
| Repayment amounts | Home Buyers' Plan Lifelong Learning Plan |
Available immediately |
| Instalment | Instalment payments made | Available immediately |
| Gains and losses | Non-capital loss carryforwards Net capital loss carryforwards Capital gains deductions |
Available immediately |
If you use Auto-fill to import your T4FHSA slip or FHSA history, compare the imported amounts with your T4FHSA slip and your FHSA participation room statement. To learn how to report your FHSA information, see Report FHSA activities on your tax return.
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