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Cristina last won the day on March 22 2018

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About Cristina

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  1. Hi, You cannot file your tax return online if your address is outside Quebec. In this case, you'll need to paper file your tax return. Please see the following link for more details about the NetFile Quebec Restrictions: https://www.revenuquebec.ca/en/citizens/income-tax-return/filing-your-income-tax-return/filing-your-income-tax-return-online/general-restrictions/ In order to see the detailed assembly instructions for a tax return that is being mailed, please follow these steps: 1. Open your tax return in UFile. 2. Click on the "Interview" tab. 3. In the "Left side menu", located on the left-hand side of the screen, click on "NetFile". 4. Then, on the right-hand side, for the question "Will you be using NetFile Quebec to submit your Quebec return electronically?", choose "No, I will mail it", and click "Next" at the bottom of the page. 5. Click on the "Review" tab to recalculate your tax return. You can mail your Quebec paper tax return to one of the following Revenu Québec Tax Centres: http://www.revenuquebec.ca/en/citoyen/declaration/transmettre/poste.aspx
  2. Hi, Please go to the Interview tab and verify both files, for the Family Head and for the Spouse and make sure you have entered only the needed Rental income.
  3. Hi, Could you please provide more details, maybe a print screen of the error, or the text of the error and the moment when you're getting the error. Thank you!
  4. Cristina

    Medical Expenses

    Hi, In the program, medical expenses must be claimed in the file of the person who incurred the expenses. To do so, please follow the steps below: 1- In the "Left side menu on the Interview tab", select "Medical, disability, caregiver". 2- On the page to the right, choose "Medical expenses" and enter the amount of medical expenses that have not been reimbursed by a drug insurance plan. You have two options, you can: a) Enter the amounts one by one. On your right, click on the "+" sign. That allows you to add additional lines. b) Enter only the total amount on one line and add a note referring to a list of the fees. 3- In the first field, provide a brief description of the fees. 4- In the field with a dollar sign, enter the amount not covered by your drug insurance plan. 5- To view the details of the medical expenses, click on the "Tax return" tab and in the left section, choose the line "Medical expenses (Federal)" and, if you are a resident of Quebec, the line "Medical expenses (Quebec)". For more information on medical expenses, visit the following links: For the CRA: http://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/lines-330-331-eligible-medical-expenses-you-claim-on-your-tax-return.html For Revenu Québec: http://www.revenuquebec.ca/en/citoyen/declaration/produire/comment/aideligne/ligne381.aspx
  5. Cristina

    Status of Client

    Hi, I would suggest you to consult the following CRA link for more information about the marital status: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-address-information/marital-status.html
  6. Hello, Even if the childcare expenses are entered in the dependant's file, they are claimed by the Family head or the spouse. In order to send electronically the tax return for the person that claims the childcare expenses, it is mandatory to have completed the SIN or the identification number of the entity who received the payments. In this order, please go to the Interview of your daughter, and on the page Daycare or Babysitter (under the Child care) depending on your situation, and enter the appropriate information: Identification number in the case of a daycare or SIN in the case of a babysitter. I hope this message will help you t file the tax return. Have a great day, Cristina
  7. Hi, Could you please answer the following questions? 1. Are you using UFile ONLINE or UFile for Windows? 2. How many family members do you have in your file? 3. If you have more than one, for which of them are you trying to file the tax return (for the Family Head, Spouse or for a Dependant)? Thank you and have a nice day, Cristina
  8. Hi, If you contributed to a charity through your employer, the amount will be shown in box 46 of your T4 slip. So, please check in the Interview section your entry of the T4 slip, box 46. If the box is blank, then in the left side menu under the fourth tab "Tax Return", you will find the document "Charitable donations (Federal)" generated by the program. This in-house form provides you with details pertaining to your donations, such as those carried forward from previous years, the total amounts of Canadian and American donations that are eligible for the tax credit for you and your spouse and, if applicable, the eligible donations for the Quebec tax credit.
  9. Cristina

    started a business

    Hello, You must include in your tax return all income earned from self-employment. This may be business, professional, commission, farming or fishing income. To enter this amount in the program, please follow the steps below: 1. In the "Left-side menu on the Interview tab", select "Interview setup". 2. On the screen that appears on the right, go to the "Self-employment" group, check the box "Self-employed business income", also if you paid tax by instalments. Then go to the "Tax paid by instalments and tax transfer" group and check the box "Tax paid by instalments and tax transfer" and click "Next" at the bottom of the page. 3. Return to the "Left-side menu on the Interview tab", click on "Self-employment income" and select the option "T2125 - Business income" on the right-hand side page. 4. On the "Business identification" page, enter the name of your business on the line "Business name (or your own name, if the business does not have one ", then enter the other information in the mandatory fields marked with a red asterisk. 5. In the field for "6-digit code from the North American Industry Classification System", enter the NAICS code that best describes your industry. If you do not know the NAICS code, click on the tool tip (the question mark) (?) on the right-hand side of the box to access a list of NAICS codes. 6. On the line "Products or services and their respective percentage (%) in the total income (mandatory for a Quebec return) ", in the field on the right, enter your main service or product and enter the percentage (%). If you have other products or services, click on the "plus sign +" icon on the right to generate another field. 7. Subsequently, after identifying your company, a submenu will appear in the "Left-side menu on the Interview tab" to allow you to enter the "Income & expenses", "Motor vehicle expenses", "Home office expenses" and so on. 8. On the next page ''Income, expenses'', on the line ''Gross sales, commissions or fees'', you must enter a value, if you have no income, enter $ 0, 00 as this is a required field. NOTE; for expenses, if your company is registered for GST and HST (QST), these expenses must be entered before taxes to reflect the ITRs (input tax refund) and ITCs (input tax credit) you claimed. 9. If you had partners, choose the subsection "Partners" and if you want to claim capital cost allowance for your office furniture and equipment, choose subsection "CCA" and select on this page the classes that apply to your profession. 10. For residents of Quebec, if you wish to pay your registration fee for Quebec, return to the "Left-side menu on the Interview tab" and choose the option ''Q438 - Quebec annual registration fee for the enterprise register''. We recommend that you read the T4002 guide published by the CRA, for more information on what qualifies as a business expense. For more information, please visit the following link: http://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4002-business-professional-income-2016.html For Quebec residents, we suggest that you consult the "Business and Professional Income" guide, published by Revenu Québec. You can visit the following link: http://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/in-155-v/ The program will also generate federal form T2125, as well as Quebec form TP-80 if applicable. The gross and net amounts will be reported by the program on lines 162 and 135 of the federal return and, for Quebec residents, on lines 12 and 22 of Quebec Schedule L.
  10. Hello, Under the new requirements of the CRA, you must confirm that either the Federal Schedule 2 (line 351) or the provincial Schedule 2 (line 5912) is NIL. In the "Review" tab, when the message, "You have to confirm that your spouse's adjusted taxable income is Nil"is displayed, you must return to the "Interview" tab of the family head to correct the problem. In the "Left-side menu on the Interview tab", select "Controls " on your right, go to the bottom of the page and you will find the line "If applicable (click ? For details), please select Yes to confirm that your spouse's adjusted taxable income is NIL". From the drop-down menu on your right, choose "Yes''. You will notice that you have a second (2) line for "Provincial /Territorial". Repeat this procedure. Thereafter, you may proceed to file your federal return using NETFILE/EFILE.
  11. Hi, To be able to help you better, we would need to see a copy of your tax file. If you use UFile ONLINE (Web), to get help, please follow the procedure below: 1. Click on "Help" menu from the top-right corner. 2. Click on the online application form ''Support request form''; 3. Complete the page by answering all the questions and describe in detail the issue that you are experiencing; 4. If you already wrote to us, please specify the request number (UFnnnnnn) and check the box "Check to authorize UFile ONLINE to VIEW your tax file". 5. Finally, click "Submit request". If you use UFile for Windows (the CD-Rom or the downloadable version), please follow these steps: 1. Click on "Help" menu from the top-right corner; 2. Choose the option "Support assistant" and click twice "Next", to advance to page 3; 3. Enter your email address; 4. In the drop-down menu, select the most relevant category; 5. Describe your problem in details in the following box; 6. If you already wrote to us, please specify the request number (UBnnnnnnn) and tick the box "Do you want to send your tax file as an anonymous file"; 7. Finally, click "Submit request". Please also note that will first receive an automated answer suggesting links that might answer your question. It is necessary to reply to this initial email to receive further assistance from one of our agents. The members of UFile team will respond as soon as possible. Thank you and have a great evening! Cristina
  12. Hi, On October 3, 2016, the federal government announced an administrative change to the reporting requirement for the sale of a principal residence to the Canada Revenue Agency (CRA). Therefore, starting with tax year 2016 and subsequent taxation years you will be required to report the basic information, namely the date of acquisition, the proceeds of disposition and the description of the property. For more information, please visit the following link https://www.canada.ca/en/revenue-agency/programs/about-canada-revenue-agency-cra/federal-government-budgets/budget-2016-growing-middle-class/reporting-sale-your-principal-residence-individuals.html To report the sale of your principal residence in a rental building, please follow the steps below: 1. In the "Left-side menu on the Interview tab", select the "CRA Questions" topic. 2. On the page that appears, go to the line "Did you sell a principal residence in 2017?". The sale of a principal residence must now be reported, along with any principal residence designation. 3. If you answer "Yes", the heading "Capital gains (or losses) & ABIL" will be generated in the "Left-side menu on the Interview tab". 4. On the page that appears to your right, click on the plus sign "+" icon to the right of the line "Real estate, depreciable property and other properties". 5. On the page that appears, enters the relevant information in the first fields. If you are a co-owner of the residence with your spouse, go to the line "Your percentage share of capital gain/loss recorded here" enter your percentage. 6.The following line will be generated "Do you wish to transfer the remainder to your spouse's tax return (if applicable)?". 7. If you answer "Yes" you do not need to answer the CRA's question "Did you sell a principal residence" in your spouse's file because the program will transfer the information into their file. 8. In the "Principal Residence" section, go to "Designation of the property as a principal residence?" and answer "Yes" if the property that was sold was your principal residence as defined by the CRA and enter the address of the principal residence in the following fields. NOTE: By selecting "Yes", you confirm that all the information provided corresponds to the information you provide to Revenu Québec. 9. Next, go to the "Designation" section and select the taxation period in which the property was designated as the principal residence. In the fields that follow, enter the period from the year of beginning to the year of the end of occupation of your residence. 10. However, if you have not permanently resided in your principal residence, click the plus sign "+ Add another" icon to create another occupancy period for your residence. 11. If you rented your residence in the unoccupied period, go to the line for "Change in use of property and election under section 284 or 286.1". If you answer "Yes", a field will be created to indicate the period (from what year to what year) during which the residence was leased. Schedule 3 will be generated as well as page 2 of this schedule by the program which will indicate that the property was your principal residence for all the years during which you were the owner. In addition, Form T2091 "Designation of a property as a principal residence by an individual" will be generated by the program. Also, for residents of Quebec, Schedule G and Form TP-274 will be produced by the program.
  13. Hi, According to the CRA Guide, box 028 of the T4A slip allows you to enter any other amount which may be declared elsewhere on a T4A slip or any other. However, payment for services must be reported under Box 048 of the T4A. You have received a T4A with the amount shown in box 028; we suggest you contact the issuer of the slip for a verification in that regard. To enter this amount, please follow the steps below: 1. In the "Left-side menu on the Interview tab", select the "Interview setup". 2. On the screen to your right, go to the "Pension" group and check "Pension income, other income and split pension income (T4A, T4A (OAS), T4A (P), T4A-RCA, T4RSP, T4RIF, T1033)" and click "Next" at the bottom of the page. 3. Return to the "Left-side menu on the Interview tab", select the "Pension income, T4A". On the right-side page, choose the option "Pension, retirement, annuity, and other income". 4. If payment is not related to a service, go to the page entitled "T4A - Pension, retirement, annuity and other income", and select the line "Other information (click on the triangle to see the list of choices) (A payment of fees for services under code 028 should be entered in Box 048)". In the drop-down menu, choose "(028) Other income". 5. However, if the payment is for services rendered, you entered the amount in Box 048 and in this case, return to the "Left-side menu on the Interview tab" and select "Interview setup". 6. On the screen to your right, go to the "Self-employed" group, check "Self-employed business income" and click "Next" at the bottom of the page. 7. Then, select "Self-employment income" in the "Left-side menu on the Interview tab". 8. On the screen to your right, choose "T2125 - Business income" or any other option that applies most to your work. 9. Complete the "T2125 - Business identification" page and then on the next page "Income, expenses", enter the amount from box 048 of your T4A slip on the line "Fees for services (T4A Box 048)". If you have expenses, enter them in the boxes that correspond to their description. For Quebec residents, if the amount in Box O of the RL-1 with an RZ code differs from the amount shown on the T4A slip, click on the "Maple Leaf" icon of the corresponding box, and a new box will be displayed where you can enter the amount for Quebec. This box will only be displayed if you have entered the federal amount first. However, if no amount has been recorded with the code RZ on your RL-1, we suggest you contact the payer or the issuer of the slip to determine where he entered this other income amount. You can visit the following link to the CRA: http://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/completing-filing-information-returns/t4a-information-payers.html The amount will be transferred to line 130 of the federal return and line 154 in the Quebec return.
  14. Hi, The message of the error you are getting means that you have completed more than 6 Business forms (ex: T2125, T776 etc). Please go back to your Interview and verify the data entry. If you for real have more than 6 forms completed, and this is done by purpose, then please note that there is a NETFILE restriction saying that you can't send electronically your tax return if it contains more than 6 Business Schedules. If you have added the forms in the Interview by mistake, then please delete them using the minus sign next to the name of the form.
  15. Hi, The advantage of preparing a joint return (you and your spouse together) in the same file allows the UFile MaxBack to optimize the tax results by the transferring of credits. If you decide to use MaxBack- "Let MaxBack decide", the optimization is done automatically. The program's "MaxBack Refund Analyzer" running in the background will integrate the tax returns of all the family members in the file. NOTE: You should enter the complete information of the spouse in the following situations: 1. You wish to split eligible pension income with your spouse; 2. You wish to claim the family tax cut; 3. You wish to claim the working income tax benefit for lower income families; 4. You immigrated in Canada in the tax year and you had a spouse on December 31st; 5. Your spouse died in the tax year. The choice is yours, if you want to have your returns prepared in separate files. You can claim amounts transferred to you by your spouse with either selection. However, completing a return separately in UFile requires you to enter the basic information and the net income of your spouse. You can enter an approximate amount and then rectify it when the tax return for your spouse will be completed. To complete separate returns, you will have to create a file for each person using UFile for WINDOWS or create your own account with different user name using UFile ONLINE. Moreover, to separate a return previously completed jointly, requires you to start a new tax file for each person by creating a new file or new user accounts, in which you will have to manually re-enter in the information. UFile suggest if you have a previous joint file, to keep the copy of the joint return if you decide to use this file, not having to repeat data entry.
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