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Transitioning a Dependant to their own Return when no longer a Dependant

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Greetings, I'm resurrecting an old thread from three years ago that still hasn't been addressed. What's the best way to transition dependants who have left home? Is there a carry-forward summary sheet I can use when I have to manually create a new return using all of my son's previous tax information? An option to create a new independent return when removing a dependant would be sweet and is actually expected from even semi-sophisticated software. 

 

I can't believe this was asked for three years ago and there's nary a hint of this functionality in your software. It's almost as if UFile assumes once a dependant, always a dependant.

 

It reminds me of the "import" function UFile had about 5 years ago that took you through opening your old software and manually copying/pasting different values into the new software. I wouldn't be surprised if this wasn't still the case.

 

Dan

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I have a grown child that is now independant - I would like to create return that reflects this but does not loose past data.

Did check last year and saw the thread requesting this.

 

This cannot have been ignored by Ufile can it? It is an important issue for me.

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The need for an "File \ Export a Dependent's details to a new tax file" option is so obvious to anyone with children who are leaving home, that I can't understand why UFile hasn't provided this capacity before now.  It would be not difficult to provide.

 

Q: Can anyone representing UFile speak to this issue and say whether we can expect a solution in UFile 2016?

 

In reply to those who have commented on this issue:  I'm running UFile 2015 (Windows).  I've found no way to export a dependent's details from my current tax file.  The latter is a binary file, so I can't open it with a text editor and read or copy relevant sections from it, as I might if it were an xml-type file.  I think that all I can do is take note of those of my dependent's financial details (in my current tax file) that I will need in her own tax file), open a new tax file for her, and manually enter my now-ex-dependent's details into that file.

 

Maybe next year UFile will be more considerate of clients who have dependents who are moving out of the parental home or otherwise becoming financially independent.  To paraphrase Mr Trudeau, "Why not?  It's 2016.".

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I have used UFile for about 7 years with mixed results.  While it speeds up all the manual recalculations, I'm pretty sure I spend more time trying to figure out how to change or add something to the return than I save from not having to do manual calculations/recalculations. 

 

My latest frustration is dealing with my daughter's return.  She has moved to a different province to attend grad school.  I've spent hours over this past weekend trying to figure out how to prepare her return to reflect her new address.  I have been told by UFile's support (in one of those support replies that doesn't actually answer your question, but provides enough hints that it isn't worth trying to pursue) that the system isn't designed to accommodate a non-dependent taxpayer on the same account.

 

I then spent a LONG time trying to figure out how to add a separate non-dependent taxpayer file to my account.

 

I have now spent a LONG time trying to figure out how to download her 2015 .tax file so I can upload it to the new account I created.

 

Having found this post (which seems to be telling me that I can't download it and have to enter all the information manually), I then spent a VERY LONG time trying to figure out how to post a reply to this message.  It kept telling me that I had to log in even though I was already logged in (and couldn't figure out how you could get to the support forum without being logged in in the first place).  So I would enter my UFile log-in credentials and it would tell me that my user name or password was not valid.  So I would try it again, and again.  So I decided that maybe the problem was that I was simultaneously logged in to UFile with multiple accounts (my family account and the account I had just created for my daughter) and logged out of everything before logging back in.  That didn't work.  Eventually, I figured out that the community forum requires a separate registration with a separate ID and password.  How goofy is that?

 

I then spent a LONG time trying to register for the support forum, because it kept rejecting my attempt to decipher the CAPTCHA (and each time it re-set the registration screen check box to "I DO want to receive crap spam email from UFile".

 

Now that I'm here, I will add my voice to those who wonder why (a) UFile does not support non-dependent family members on the same account (if you want to charge me another fee, that's fine) and (b) UFile no longer appears to support exporting .tax file data for upload into a different account or system.

 

If I've spent about 5 hours this weekend doing my family's tax returns (of which one I now have to completely re-do), I bet 3.5 of those hours has been searching to figure out the solutions to UFile technical problems.  It'd hard to imagine I've saved 3.5 hours of manual calculation/re-calculation time.

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Just learned one more great feature about UFile: So as I mentioned above, I've had to create a completely separate account for my adult daughter.  And since there is no way to automatically transfer (or even export/import) the tax data from her old account to her new one, I'm having to manually enter it.  So I've opened both accounts in separate browser windows so I can copy it while viewing the old and new accounts side-by-side, and guess what?  UFile can't handle it.  If I have two accounts open simultaneously in different browsers, it gives me an error message that says "Attempted to perform an unauthorized operation".  The first time I got it, I thought it was just a random crash.  Then I realized when I flipped back and forth, I couldn't move between pages.  Any time I tried to change pages, I got the error message. So now I guess I'm going to go get my laptop and balance it on my desk to have one account open on my desktop and a different one open on my laptop, all because UFile can't seem to handle two accounts open simultaneously.

 

And just so this isn't just a rant post, I'll add, "let me know if you have any solutions for this".

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I have been using Ufile online for years.  My children are, or soon will be independent.  I would like to have them do their taxes soon.  Transitioning a dependent should be an option for Ufile customers, and such an option would allow Ufile to obtain new families who are likely to remain loyal customers.  I see someone asked about this years ago.  I would suggest it would be a welcome addition.

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Wow, I can't believe this. Have been using UFile for17 years!!!

My daughter has started to take over her own financial responsibilities, and I was totally convinced that transitioning her from a dependent to a separate account should be a matter of a few mouse clicks.

Does anyone know tax software that can do this? Its time to switch!

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