What is the Smart Search feature and how does it work?

The Smart Search feature in H&R Block's tax software lets you enter information from your federal slips (like your T4), Québec relevé slips (like your RL-1), RRSP or PRPP contributions, repayments to the home buyers’ plan and lifelong learning plan, and your unused amounts from previous years all in one convenient location.

The way it works is simple:

On the left navigation menu, click the {First Name}'s Return tab, Government slips and then, Smart Search.

Enter the name of your slip or receipt into the search box.

There are multiple ways to search and enter in slips to your return:

Method	How?
Tags	The most used slips are available as tags found below the search bar. You can click them to instantly add that slip to the Tax Documents section below. Note: Tags vary by province. For example, Quebec filers will see frequently used RL slips in addition to CRA slips.
Typing and selecting	Typing in a bit of the name of the slip will show all slips that might be related to what you are searching for. You can then select the slip directly from the list.
Entering the exact name	Remember to include special characters if you’re entering the name of a specific form. For example, if you enter the name of the T4A-RCA slip without the hyphen, and type “T4ARCA” or “T4ARCA” instead, your search won’t generate the results you’re looking for.
Searching related Keywords	Search for slips by entering related keywords. For example, you can type "job", "salary", or "wages" into the search bar to add a T4 and/or your RL-1 to your return.

Select the desired item or press Enter to continue.
You’ll be directed to the appropriate page within the software to enter your information.

Note: The Smart Search feature can only be used to enter the information from the slips and receipts you received from your employer, the government, your bank, or another organization. Anything else, like credits, deductions, and expenses (things like the disability supports deduction and medical expenses) can all be entered in the Credits & deductions section of the software.