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Good day Helen, You can claim the insurance premium you paid yourself as medical expense, federal (and Quebec if applicable). Verify your T4 slip (and RL-1 if applicable). There might be a Box 85 (RL-1, Box 235) with the premium you paid. If yes, enter the amount in your T4 (or T4/RL-1) page. - Box 85 is located at the bottom of the page - UFile will then use the amount as Medical expense If no, enter the amount in the Medical expenses page.

Hello gkaly, The CRA has locked your account due to too many failed attempts to NetFile (5xTimes maximum). You should contact the CRA to **unlock the account ie specifically the transmission to Netfile ** and then wait at least 12 hours to NetFile. Please note there is a difference between CRA myaccount and the CRA Netfiling account and not all CRA agents are aware of this.

I should also say that I used autofill extensively last year as a tax volunteer and it was extremely useful, in particular during COVID times. Many of our clients don't have good tax records, and we can't sit with them (so we can't phone the CRA - which with current wait times would be a joke - to get T slip information relayed to us verbally). If we have autofill we can get the forms done. If we don't I don't see how we are going to get it done, for these clients.

Hello carlomagno, You must prorate or allocate the expenses between the two of you, or just one claim. You can not double count.

Hello, this is my first year claiming CCA for our rental properties and I am having trouble figuring out what to put in these UFile Fields. I have done some preliminary research on CRA website, Google searches including watching video tutorials where applicable but I would appreciate it, if anyone can tell me what to put in the fields in the screenshot below. Some of the fields is self-explanatory (Purchase date of the property) while others are a bit tougher for me to figure out what it means exactly e.g. Opening balance of the underpreciated capital cost and ACB of of the depreciable capital property in this class. Thank you kindly! [url=https://ibb.co/5kGryhV][img]https://i.ibb.co/T1Y4SM5/CCA.jpg[/img][/url]

Hello Hossain Select the address to use of your rental property : Enter the address

Hello jellytot, You are welcome.

Hello jellytot, This section is for special situations / exceptions / additions. CPP is automatic with very rare exceptions :

Hello MaryBlondqq, The reporting threshold is greater than CAD $100,000 Who has to report? Form T1135, Foreign Income Verification Statement, must be filed by: Canadian resident individuals, corporations, and certain trusts that, at any time during the year, own specified foreign property costing more than $100,000 certain partnerships that hold more than $100,000 of specified foreign property https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/information-been-moved/foreign-reporting/foreign-income-verification-statement.html

Hello Cabmonk, CRA Error Code 94 : The entry to indicate the number of selected financial data (SFD) records transmitted does not equal the number of SFD records received. Review the records and correct the error. Please contact UFile Support so we may review the file confidentially. Please include above note. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello LeifS, Yes you can. In UFile ONLINE select the green button [Import an existing file] Allows you to import the previous year's tax file prepared with UFile for Windows into UFile ONLINE (for the Identification and carry forward information only) (Note can also import a file to a Mac ONLINE if you used UFIle Win last year) >>Create a new UFIle ONLINE account https://secure.ufile.ca/account/Register >>Browse to select your file (and enter pw if it was encrypted by you)

I am afraid so. You are allowed a lifetime RRSP overcontribution of 2000$. Any amount above this is penalized at a tax rate of 1% per month until you can alot the excess to future contribution room.

It is Feb 2024 and this is a problem once again - "Error connecting with CRA server"

I tried to use the online filling but I get a message I have to install the Silverlight addon and it seems Silverlight out of support by Microsoft since Oct.2021, How is everyone bypassing this requirement?

Hello Helen, If you are referring to the T4 please see below: T4 - Box 50 — RPP or Differed Profit-Sharing Plan (DPSP) registration number. This is the 7-digit number used for your RPP or DPSP registration. It does not need to be reported on your income tax return.

Hello yabay99, You must ReFile. - - > Refile with UFile ONLINE for Tax Year 2021 AND Tax Year 2022 UFile allows to ReFILE your 2021 (and 2022 tax return) . Note for the prior tax years you should make the adjustment: T1-ADJ 1) If you tax return was successfully submitted, please go to « NetFile » tab [5]. Click on "Federal submission" section. On the bottom of the page, click "Re-FILE". NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab. 2) Select the section from the Left-side menu, then click "Federal ReFILE Mode". Follow the instructions on the page. NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab. Select the section from the Left-side menu, then click "Federal ReFILE Mode". 3) Make the appropriate changes to your file.(same as in “normal” UFile) **VERY IMPORTANT! ** You cannot update your marital status, address, direct deposit or email address by using the service ReFILE. If you have split-pension you must mail it in using a T1 - ADJ. 4) Click "Review" tab, then click "NETFILE" tab. Tick the box "I agree with the ReFILE Terms and Conditions and Private Notice". Click "ReFILE my return now!". (is displayed at bottom right of NetFile screen "Select CRA REfile) -àFor Revenu Quebec same process applies but for Revenu Quebec ReFile Note that cannot refile with Quebec until you have received your assessment **prior years via CRA T1-ADJ

What if I went over my RRSP deduction limit? If you contribute more than $2,000 over your deduction limit, you'll have to pay a tax of 1% per month on the amount you over contributed. You have 90 days after the end of the year to submit the T1-OVP 2022 Individual Tax Return for RRSP, PRPP and SPP Excess Contributions form to the CRA. You’ll use this form to calculate your penalty tax. You can lower the penalty tax by withdrawing the over-contribution from your bank account and returning it to your RRSP as soon as possible. If you want your bank to refund your over-contribution without charging the regular tax on RRSP withdrawals, you’ll need to ask the CRA to certify the over-contribution amount by filing a T3012A form right away. It might take some time, so if you don’t want to wait for a T3012A form to be approved by the CRA (which might be the case if the penalty tax is adding up) and if you don’t mind having tax withheld, you can make a regular withdrawal from your RRSP instead. Although you’ll need to report the amount you took from your RRSP as income when you file your return, you can claim an offsetting deduction so your over-contribution doesn’t raise your taxable income for the year. For example, if the rest of your taxable income this year is $50,000, and your bank refunded $10,000 of an over-contribution to your RRSP, your total taxable income without an offsetting deduction will be $60,000. However, if you claim an offsetting deduction for your over-contribution, this will bring your taxable income back down to $50,000. You can claim an offsetting deduction by submitting the T746 form when you file, as long as: You reasonably expected to claim a deduction for the contribution, either in the year you made the contribution or the year before; and You didn’t make the contribution with the plan to withdraw it later and deduct the offset amount. https://www.hrblock.ca/blog/how-it-works-rrsps-the-first-60-days-and-more/#first60

Good day Raf, I understand that while in Ontario you were contributing to CPP and while in Quebec you contributed to QPP. You need two (2) Employment pages to take care of your situation. 1) a T4 income earned outside Quebec page Use that page to enter the data from your T4 Ontario (Box 10 shows ON) 2) a T4 and RL-1 income earned in Quebec with QPP contributions page Use that page to enter the data from your T4 Quebec (Box 10 shows QC) and your RL-1 Forget about Boxes B-1 and G-2 of the RL-1. They should not be there as they are required only for someone who is contributing to CPP while employed in Quebec. This is typically the case for members of the RCMP and of the military who are stationned in Quebec. You will see in your Return package Form RC381 that shows the calculations for your CPP and QPP contributions.

Hello david007co, hen that is an additional proration of the amount eg. Hydro Expense * 15%

I have the same error and I have used u-file for years. My hubby went thru no problem. When I talked to help desk at ufile they said I tried to upload too many times so it locked. I called CRA and they confirmed my account is fine and not locked, but have not received my taxes. Called ufile help desk and once again they said call CRA and/or wait 24 hours to try again. It has been over 24 hours, CRA says the account is not locked, but when I go back into ufile to do Netfile it still comes up as locked???

I am having issue with filing taxes , it says file rejected 0 errors, 0 warning , but give me Result 49-S points out to one or more entries in your financial statement require correction, but cant figure out . I have downloaded my return thru CRA which populated everything for me, and cant find error anywhere . Any help would be great, cant find much info of 49-S

Hello HopeMa, Here are the installation links : UFile 2022 => https://cdn.ufile.ca/ufile/UF2022AMGH48YHVNENB238L3C9T3Z/ufile2022.exe For those who have issues downloading .exe files, here are the download links for the zip files: UFile 2022 => https://cdn.ufile.ca/ufile/UF2022AMGH48YHVNENB238L3C9T3Z/ufile2022.zip

Hello Emmos, UFile allows to ReFILE your 2021 (and 2022 tax return) . Note for the prior tax years you should make the adjustment: T1-ADJ 1) If you tax return was successfully submitted, please go to « NetFile » tab [5]. Click on "Federal submission" section. On the bottom of the page, click "Re-FILE". NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab. 2) Select the section from the Left-side menu, then click "Federal ReFILE Mode". Follow the instructions form the page. NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab. Select the section from the Left-side menu, then click "Federal ReFILE Mode". 3) Make the appropriate changes to your file. **VERY IMPORTANT! ** You cannot update your marital status, address, direct deposit or email address by using the service ReFILE. If you have split-pension you must mail it in using a T1 - ADJ. 4) Click "Review" tab, then click "NETFILE" tab. Tick the box "I agree with the ReFILE Terms and Conditions and Private Notice". Click "ReFILE my return now!". -For Revenu Quebec same process applies but for Revenu Quebec ReFile Note that cannot refile with Quebec until you have received your assessment **prior years via CRA T1-ADJ

In case anyone is still wondering, all this means is that the spouse's taxable income (line 26000) is equal to or less than their federal non-refundable tax credits (excluding a few, such as donations and medical expenses), which means that they will have no federal tax to pay. So, if you look at the generated Schedule 2 and see that this is the case (line 36100 is $0.00), then you just answer "Yes" to the question and you are good to go. To be completely clear, this is not asserting that they have no income. It is asserting that they have no federal tax to pay.

Hello Alex44, How to repay the funds withdrawn from RRSP(s) under the Home Buyers’ Plan (HBP) Note Currently, the HBP withdrawal limit is $35,000. This applies to withdrawals made after March 19, 2019. On this page When do you start making repayments? Repaying the amount you withdrew Special repayment situations When do you start making repayments? You have up to 15 years to repay to your RRSP, pooled registered pension plan (PRPP) or specified pension plan (SPP) the amounts you withdrew from your RRSP under the HBP. Your repayment period starts the second year after the year when you first withdrew funds from your RRSP(s) for the HBP. For example, if you withdrew funds in 2023, your first year of repayment will be 2025. https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/rrsps-related-plans/what-home-buyers-plan/repay-funds-withdrawn-rrsp-s-under-home-buyers-plan.html

Hello Kerri0731, The CRA website is open for AFR (AutoFill your Return) from February 6, 2023. The next UFile update will be on February 16, 2023. The CRA will open their website for the electronic transmission of tax returns on February 20, 2023. You will be able to submit your authorization using the latest one for 2022, on February 16th, 2023.

I appreciate what has been offered as advice, however we rented a cottage from a small operator who is not registered for HST, likely due to the fact they do not hit the minimum income limit for charging HST. Without a number, how can one make the claim? Surely there must be provision for this due to many small operators out there!

Hi. I have been using ufile for the past several years, including last year. Previously it has populated the new year with the previous year's data. This year it won't do it. I have always used a Mac and done it online. How do I get it to populate? Thanks

Did you try completing Schedule 5 manually to test for the claim? https://www.canada.ca/en/revenue-agency/services/forms-publications/tax-packages-years/general-income-tax-benefit-package/5000-s5.html

From the link you report: In addition, the dependant must also be one of the following persons by blood, marriage, common-law partnership, or adoption: your parent or grandparent your child, grandchild, brother, or sister under 18 years of age your child, grandchild, brother, or sister 18 years of age or older with an impairment in physical or mental functions or For the purposes of the eligible dependant credit, the dependant may be your parent or grandparent, or a child under the age of 18 who is your child, grandchild, brother/sister through birth, adoption, marriage or common-law partnership. https://turbotax.intuit.ca/tips/claiming-the-eligible-dependant-credit-5107

SOLUTION: The solution posted in John Wiernikowski's post above worked both for mine and my relative's 2021 UFile Online tax files. John, thank you for posting, even though that solution didn't work for you. Hope you get it solved. Here are the exact steps I took: 1) Delete the 2021 tax file 2) Open the 2020 tax file. Go to tab 4 (Tax return) 3) Download the 2020 tax return in PDF 4) Click "Settings" in top right corner, click "save & close" 5) Create the 2021 tax file. Wait for it to load for a minute or so. 6) Click "start new" file. All personal data, dependants, carry forward amounts were rolled forward.

I suggest you use the full ACB in the CCA schedule. Based on the ownership it should calculate based on 1/3. Test it to see the result. Always review the end result of course to make sure it makes sense.

Go to your TAX RETURN review and then scroll down the left side menu. Do you an Item called 'Net Capital losses other years' ? It's on this page that I see that the system has correctly applied my carryforward amount (loss) to offset my current year gain. Note: I used the CRA autofill feature so it pulled this info in automatically. If you didnt use that feature then I would think you need to add that info in as described by Nawal further up this page. Hope this helps.

There is an update on UFile. When filling in the T4E information, there is an additional line between box 30 and 33 title "Repayment of The CERB (this amount is included in box 30) New. By filling the same payment information from box 30 into this line will trigger a switch from line 23200 to line 23210 (if this is what you wanted). I tried several time and it worked perfectly.

Actually we helped one client that had a similar issue and succeeded by changing internet provider. Essentially, she used her phone as hotspot to connect to the internet and then returned to her regular ISP and everything worked. If you need help please reach out to our support dept. ASAP. George Hiotis QA Manager UFile.ca

Under the Medical, disability, caregiver heading, have you selected Last date of medical expenditures and put in the date. If not, the program assumes the calendar year.

No need to report the purchase. If sold: Click Interview setup. Go down to Investment income and expenses. Click the blue arrow by Capital gains (or losses) and capital gains history Select Personal use property (including the principal use residence) Bob's your uncle.

User error, of course.... The above dates were fine, but I had missed the dates for a rental property.

Many thanks !

In the CCA section, there is a spot to answer Yes or No to whether you disposed of a property in this class. Once you click Yes, I think it will ask how much you sold for and what sales expenses you had. I haven't disposed of rental property, but that's how I did it for some other asset in our other business.

If you are looking for the T777s, it's in Employment and other benefits.

Hey, @YadBanga To carry forward all the information, it is very important to save in PDF format the tax return of the Family Head from the previous tax year. If you do not already have a UFile ONLINE account, proceed as follows (otherwise proceed to step 10): 1. Go to the following web page: https://www.ufile.ca/ 2. Click on the "Start your return ONLINE FOR FREE" button and click "Create New Account". 3. Complete the form and be sure to check the box "I agree with the Terms and Conditions of the Licence agreement". 4. Click on the "Create my account" button. 5. Complete "Step 2 - Password reset options" as desired, then click "Next". 6. In "Step 3 - Finish", at the bottom of the page, print the information, than click the button "Start" from the bottom of the page. 7. Click "Go!". 8. The tax year will appear in the "Tax years list". Click "LAUNCH!" 9. Proceed to step 13 below. =========================================== However, if you already have a UFile ONLINE account, proceed as follows: 10. Go to the following web page: https://www.ufile.ca/ 11. Log in to your account; 12. Click on "Start" tab located in the upper left-hand corner of the screen. 13. Choose the option "Import an existing file" and continue with step 14 below. NOTE: Any information entered prior to conversion will be overwritten and replaced with the data carried forward from your previous year's file. If you have not entered any current year data or have no concerns about your data being overwritten, then you may proceed. If you have already prepared your return, and possibly paid for it, please do not proceed as both the data entered and the payment will be lost. Furthermore, please be aware that the conversion cannot be reversed. =========================================== 14. Click the "Browse" button, locate your 2020 UFile for Windows tax file (*.u20), and click the "Open" button. NOTE: It is very important that you browse to locate your file. This will ensure that both the name and location of the file are correct. You cannot just enter the name of the file. The program also needs to know where the file is located on your computer. By browsing, you will ensure that this information is correct. 15. If your UFile for Windows file is protected by a password, enter your password in the space provided. 16. Click the "Submit" button. 17. The file carried forward will open in UFile ONLINE. UFile | Tax Software for Canadians. Get the best tax refund. Start for free and get the best tax refund with UFile, Canadian Tax Software Online, easy and fast. UFile tax software Canada - Your taxes, your way. www.ufile.ca

Are you importing the .u20 file? A PDF version of your tax return cannot be imported. If you still have Ufile 2020, you can try opening last year's .u20 file and then re save it.

But is the autofill successful? In my case UFile starts Chrome, my default browser, I log into CRA account successfully, but autofill fails and UFile gives me an error message and suggests generic help. I tried numerous times and made sure that there are documents within my account at CRA (T4, T5, etc)

I have the same problem and the same question. When I use auto-fill, it starts IE, and everything looks good from the CRA website (login successful, etc.), but I get an error back in uFile after IE is done. [I have checked several times to make sure that uFile is up-to-date - and it is every time.] And yes - why is uFile forcing IE anyway? We've moved on from that browser years ago.

Hello Goozman. Look at your last NOA for the RRSP area. You will see an Eligible RRSP amount as well as an Unused amount. The Available amount is the difference between those two. If you can access your file online at CRA you will be able to trace back over the years your RRSP contributions and deductions. Reconcile that report with your tax returns to determine what year the Unused amount started. The software will claim your current year contributions plus the unused amount and will deduct an amount up to your current eligible amount. Make sure you have entered the Unused amount to your data input section as well as your Eligible Amount and your Contributions.

I too have paid for and downloaded the UFile 2020 program. Like most others, the exe file will not install on my Win 10 machine. I have sent numerous emails and had numerous phone conversations, even suggesting they refund my money if they can't fix it, and all I get is automated replies telling me to do what I have already done. This company has no right to be in business if this is the best they can do

Yes, I update my copy of UFile 2020 today (Jan 13, 2021).

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".

All you need to do is to enter the data pertaining to Boxes 119 and 135 in the T4A page. UFile will then take care of the calculations and report: - Box 119 on line 104 - Box 135 as part of the medical expenses of your parents