How to Use These 6 CRA-Certified Tax Software

Filing your taxes online is faster and simpler when you use software the Canada Revenue Agency (CRA) has certified. This guide explains what certification means, walks through how six common options work and shows you what to compare before you choose. The right fit depends on your tax situation, your budget and how comfortable you are with technology.

What "CRA-certified" means

CRA-certified tax software prepares your return in a format the CRA accepts and can process quickly through NETFILE, its secure online filing service. Certification does not mean the CRA endorses one product over another. It means the software can securely send your return to the CRA.

The CRA publishes the full list of certified software on Canada.ca, along with each product's price model and features. Products, prices and free options change from year to year, so check the list each tax season before you file.

The six options below are examples, not rankings or recommendations. They are listed in no particular order, and many other certified programs are available. Always compare features, fees and eligibility for free filing yourself.

1. FastnEasyTax: simple, step-by-step guidance

FastnEasyTax is designed to be user-friendly, which can make it appealing for first-time filers or anyone who isn't comfortable with tax terminology. It works online on your phone, tablet or computer and uses plain-language questions to guide you.

What it offers

• NETFILE certification: Your return is submitted directly to the CRA online.
• Auto-fill My Return: Import your tax slips from your CRA account.
• Broad coverage: Handles common situations such as employment income, RRSPs, credits and investment income.
• Mobile app: File on the go if you prefer.

How to use it

1. Sign up on the website or download the app.
2. Answer the guided questions about your income and deductions.
3. Import your slips using Auto-fill My Return where possible.
4. Review your return and submit it through NETFILE. You will get a confirmation number when it is done.

FastnEasyTax keeps things straightforward without overwhelming options, which some first-time filers appreciate.

2. H&R Block tax software: DIY with optional expert help

H&R Block's online software suits people who want to file on their own but like knowing expert support is available. The company has many years of experience in Canadian tax services.

The software walks you through each step and suggests credits and deductions you may qualify for. Pricing is based on the complexity of your return, with different tiers of service.

What it offers

• A free option: Designed for simple returns.
• Paid packages: Higher tiers handle more income types and deductions, including self-employment.
• Auto-fill My Return: Import slips from your CRA account.
• Error checks: Built-in reviews help catch mistakes before you file.

How to use it

1. Choose the package that matches your situation, free if it is simple or paid if it is more complex.
2. Import your slips directly or enter them manually.
3. Use the guidance and calculation tools to claim the deductions and credits you qualify for.
4. File electronically through NETFILE.

3. EachTax: a flexible online option

EachTax is a CRA-certified online service with both a free product (EachTax Free) and a paid version. It supports Auto-fill My Return and direct NETFILE submission, and may suit filers who want a simple online interface with free options.

What it offers

• Clear online forms: A straightforward web interface.
• Free and paid versions: Choose based on what your return needs.
• Auto-fill My Return: Bring in slips from your CRA account.
• Common deductions and credits: Covers the claims most individuals make.

How to use it

1. Sign up at EachTax.com.
2. Enter your information, importing slips if they are available.
3. Review your return for credits and deductions.
4. Submit through NETFILE.

EachTax is built for simplicity, which can make it a practical choice if your tax needs are straightforward.

4. Wealthsimple Tax: pay-what-you-want basics

Formerly known as SimpleTax, Wealthsimple Tax is a NETFILE-certified option known for its approachable interface. Its basic tier works on a "pay what you want" model, which can include $0.

It may appeal to filers who value simplicity and transparent pricing.

What it offers

• Auto-fill My Return: Import slips from your CRA account.
• Automatic suggestions: Scans for potential credits and deductions you may be eligible for.
• All forms on every tier: Investment, rental and foreign income are included without extra form fees.
• Optional extras: Paid tiers (Plus and Pro) add features such as audit protection and expert support.

How to use it

1. Sign in with your Wealthsimple account, or create one if you are new.
2. Connect to the CRA to import your slips securely.
3. Review the suggested credits and deductions.
4. File through NETFILE and set up direct deposit for any refund.

5. UFile: broad support and record keeping

UFile is one of Canada's more established tax software options. It handles everything from simple employment income to more complex situations, and it supports filing for several past tax years.

UFile has offered free filing to certain groups, such as students and people with lower incomes. Check UFile's website for this year's criteria. It may suit filers who want to keep a long-term digital record and need support for a wide range of tax forms.

What it offers

• Online and desktop versions: Choose whichever you prefer.
• Past returns: Keep earlier returns accessible in one place.
• Clear guidance: Help with deductions, credits and more nuanced tax situations.

How to use it

1. Choose the online or desktop version at UFile.ca.
2. Enter or import your tax slips.
3. Answer the guided questions for accuracy.
4. File through NETFILE and save copies for your records.

6. TaxTron: desktop and web filing

TaxTron is CRA-certified tax preparation software for individuals, with separate products for corporations. It is available as a desktop application for Windows and Mac, and as a web-based platform.

It offers step-by-step filing backed by a range of support resources, including demo videos on its website and YouTube that cover setup, filing and specific income types. Support is available by email, live chat and phone, with extended hours in peak tax season.

The platform also includes built-in error checks, a detailed FAQ section and a guided interface. On security, it offers features such as two-factor authentication and data encryption. It may appeal to filers who prefer a traditional desktop experience with plenty of support.

What it offers

• Two formats: A downloadable program or a web version.
• A simple interface: Suited to basic and intermediate tax situations.
• Developer support: Guides and help are available from the company.

How to use it

1. Download the software or use the online version at Taxtron.ca.
2. Follow the prompts to enter your income and deduction details.
3. Review your return and submit it through NETFILE.

How to choose the right software for you

Before you pick a product, think through these four questions.

Your tax situation

If you have simple employment income, a free or pay-what-you-want option may be all you need. If you earn income from investments, rental property or self-employment, check that the software supports the forms you need, and whether those features cost extra.

Your comfort with technology

Some platforms use an interview style that walks you through questions one at a time. Others look more like the actual tax forms and give you more direct control. Trying a free version first can show you which style suits you.

Your budget

Most tax software has free or low-cost versions. Paid tiers add features and support for when you need them. Compare what each tier actually includes.

Auto-fill and convenience

Importing slips through Auto-fill My Return saves time and reduces errors. It is a big help if you are juggling a busy schedule.

The bottom line

CRA-certified software helps you file confidently, securely and often faster than on paper. Each option has its strengths, and the best fit depends on your tax situation, so compare a few against the CRA's current list on Canada.ca before you commit. If your return is complex, a qualified tax professional can help you decide whether doing it yourself makes sense.