GoRefer AutoFill
v2 · BETAFrom intake
to OLT Pro.
Preview v2: bring your GoRefer intake into supported tax forms, follow the fill as it happens and see what needs your review.
7-day free trial · Included with every plan · Uses GIO credits
You are viewing the v2 preview. The Chrome Web Store version is 1.3.0.
Built for supported OLT Pro web forms. AutoFill assists entry; you review every field and complete the return.
Choose the client. Start the supported work.
Actual v2 interface. Simulated fill with fictional client data; timing and values are illustrative.
Your intake, at hand.
Your judgment, in charge.
The side panel keeps client information close to the form you’re preparing. AutoFill assists entry; you control what happens next.
Find the right client
Intake information beside the return
Search your client list, check intake completion and open the client’s details. Taxpayer, spouse and dependent information stay within reach as you prepare.
Find → Confirm client → Review intake
Start Autofill
Assisted entry on supported web forms
In v2, Start Autofill works through supported OLT Pro checklist forms, saves them and checks the result. Use Fill this page when you only want help with the recognized form in front of you.
Fill → Save → Check → Review
Know what filled.
See what needs you.
AutoFill helps with data entry. You bring the source documents, professional judgment and final review.
The v2 preview shows these review states. The extension does not prepare or e-file the return for you.
Review confirmed forms
v2 shows which forms were saved and checked, and which still need a check. Open Review and compare the result with the client’s source documents.
Resolve what needs attention
Read the explanation for work AutoFill couldn’t finish. A form that was saved but not checked still needs your review.
Complete what remains
Always yours identifies unsupported work and decisions reserved for the preparer. Complete those sections and review every field before filing.
Start with the right
client and return.
View the 2.0 preview on the homepage ↗01
Choose your client
Sign in with your authorized firm account. In v2, find your client and open the Work tab. Confirm the client, tax year and intake information before starting.
02
Open the matching return
Open the same client’s return in OLT Pro web. The extension identifies the page and shows the work it supports.
03
Start the supported work
Start Autofill works through the supported checklist. Fill this page assists the recognized form you are viewing; you review and save that page yourself.
04
Review the result
Inspect the saved and checked forms, review any unresolved items and complete the sections outside AutoFill’s scope. You make the final filing decision.
AUTOFILL 2.0 · PREVIEW
A look ahead at AutoFill 2.0.
Watch AutoFill 2.0 work through an OLT Pro return: it follows the return's checklist form by form, fills each one from your client's intake, and stops to hand you any field that needs a preparer's judgement. Shown with sample client data.
See how AutoFill works →Before you
start a fill.
Access, supported work and the details that matter for client information.
Due diligence, in the extension.
Use the AI-assisted workspace to review client facts and supporting evidence. Check the generated draft; your professional review remains essential.
Yes. AutoFill is in beta. This page previews v2, which is being prepared for release; the version on the Chrome Web Store today is 1.3.0. Review every field before filing; AutoFill does not prepare or e-file the return for you.
The AutoFill beta works with OLT Pro in the browser. Lacerte, UltraTax CS and ATX are Windows desktop applications and are not supported by GoRefer AutoFill. Support is limited to the forms covered by the extension; an open return can still contain items you must complete yourself.
In the v2 preview, Start Autofill can navigate supported OLT Pro checklist forms, fill them, save and reopen them to check the result. Fill this page is a separate action for the recognized form you are viewing. Version 1.3.0, the release on the Chrome Web Store today, fills only the page you have open; in that version you review, save and move between pages yourself.
v2 separates work it confirmed, saved work that still needs a check, items AutoFill couldn’t finish and work that is always yours. Read the reason and inspect the affected form. Saved or confirmed values still need your professional review.
The extension loads client intake from GoRefer for authorized users and keeps the decrypted intake in memory only; it is never written to browser storage. Your client list, notes, chat history and fill history can be saved in your browser. Values it fills then appear in the tax software you opened. See the extension privacy policy for storage and permission details for each version.
The extension includes an AI-assisted due diligence workspace for reviewing client facts, supporting documents and Form 8867-related questions. Generation depends on your account’s access and available credits. Review the draft and its evidence yourself; generation does not establish due diligence compliance.
No. AutoFill is included with every GoRefer plan and uses GIO credits. There is no separate extension subscription and no free-fill allowance. Your account’s role, subscription access and available credits determine whether you can run a fill.
AutoFill runs in Google Chrome. Version 2 requires Chrome 116 or later; the release on the Chrome Web Store today (1.3.0) requires Chrome 114 or later. Check the listing before installing. There is no Firefox or Safari version.
Bring your intake
into the workflow.
Included with every GoRefer plan. GIO credits apply.