Leaderboard

I understand you're just doing customer service, but it doesn't matter you're experiencing extremely traffic right now. It's the same surge, every year, on the same day for forever! How can you not be ready for this? How? You're losing a lot of customers tonight. This is exactly how to run a business into the ground...when you abandon your loyal clients when they need you. This is simply not good enough.

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

Hello anthrax, The Canada Revenue Agency cannot process this ReFILE adjustment as submitted. Please sign in to My Account or consult your most recent Notice of Assessment or Notice of Reassessment for your latest return information. If you require assistance, please call the Canada Revenue Agency's Individual income tax and trust enquiries line at 1-800-959-8281. >>603: This usually means that your return hasn't been assessed yet. If no other items in the ReFILE exclusion list apply to you, try again in a few days.

Hello Toddler, 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 JWHY, No worries. The % split of the Family Trust T3's will impact the tax results ie the difference results based on 0% or 50%. Of note you should enter the % as per each individual's share of the Trust. You cannot simply split or optimize a T3. It is pre-defined as per the account set up with the financial institution / Trust. This is because of the Attribution Rules, tax rules which have been especially created to limit income splitting (shifting income from a family member with a higher income to a family member with a lower income to reduce the overall tax a family has to pay). https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/it511r/archived-interspousal-certain-other-transfers-loans-property.html

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

Hello, Please check if it is : CRA T4A box 135 Revenu Quebec CRA - Quebec :

Hello jellytot, Yes, the CTC is carried forward (if eligible) and you used UFile. How to claim the Canada Training Credit (CTC) https://www.youtube.com/watch?v=nCOghV5LTu8 To be eligible for the CTC, you must meet all 6 of the following conditions: You file an income tax and benefit return for the year Your Canada training credit limit (CTCL) for the year is more than zero What the CTCL is You were a resident in Canada throughout the year Tuition or other fees were paid to an eligible educational institution for courses that you took in the year that you are claiming the credit for or to certain bodies for an occupational, trade or professional examination What is an eligible educational institution The tuition and fees are otherwise eligible for the existing tuition tax credit Learn about: Eligible tuition fees You were at least 26 years old and less than 66 years old at the end of the year https://www.canada.ca/en/revenue-agency/services/child-family-benefits/canada-training-credit/who-can-claim.html

Hello JYT / Bonjour JYT, Please see bellow / Voir ci-dessous

Hello colincreado, If you are getting a reject from Revenu Québec regarding an invalid telephone number, please follow the steps below: Go to your spouse's "Interview" section. On the "Spouse Identification" page, answer "Yes but different phone number" to the question “Do you have the same address as your spouse?” Click "Next" at the bottom of the page. Enter your phone number in the "At home" field. Leave the other fields blank. Then try to submit your tax return again.

Hello jellytot, You are welcome.

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

Hello MCLeBlanc, ON-BEN is not a non-refundable tax credit, it is paid (if qualify) in one or 4 quarterly payments, starting in July 2024 to June 2025. UFIle provides an estimate in the Tax Return section :

The RL-18 is the Quebec provincial equivalent to the federal T5008. If you entered the federal slip, it will transfer automatically to the RL-18 slip.

Hello KMK, Please see below. >>

Hello gregraj, Thanks for sharing.

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 gregraj, Please contact UFile Support so we may review the file confidentially. Please include above note and send the file with the tuition claim. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

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 IanQC, Be sure to enter the %Home use to calculate the %Work use : 90% - - -> 10% >>

Hello Huong, Enter as an addition and leave the opening UCC blank. FYI : When can you deduct motor vehicle expenses? You can deduct motor vehicle expenses in the following circumstances: If you own one rental property – You can deduct reasonable motor vehicle expenses if you meet all of the following conditions: you receive income from only one rental property that is in the general area where you live you personally do part, or all, of the necessary repairs and maintenance on the property you have motor vehicle expenses to transport tools and materials to the rental property You cannot deduct motor vehicle expenses you incur to collect rents. These are personal expenses. https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/rental-income/completing-form-t776-statement-real-estate-rentals/rental-expenses-you-deduct/motor-vehicle-expenses.html

Hello SophiaQuinn, 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 Please do not post confidential information on this public forum.

Hello LeifS, Yes you can.

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.

Hello RTg, UFIle will not support second year estate return. However our professional tax software does support this. Sales Department 1 866 653-8629 / DT-sales@thomsonreuters.com T1: https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtmax.html

Hello VLB If you are the designated family head and your spouse has passed away in the tax year, you must account for this by filing a final return for the deceased spouse. To do so, please follow the steps below for your file: 1- First, in the Family Head (FH) "Identification" section of the "Left side menu on the Interview tab", choose "Widowed" to the question "Marital status on December 31, 2023", and for the question "Did your marital status change in 2023?" select "Change". 2- Enter the relevant information in the Current address, CRA questions, Revenu Quebec questions, Quebec prescription drug insurance plan and Solidarity tax credit. 3- Back in the "Left side menu on the Interview tab", select "Marital status change". 4- On the page to the right, for the question "Change in your marital status in 2023", select "Taxpayer became widowed" in the drop-down menu and enter the date of change. 5- Subsequently, enter the information required to complete your tax returns. 6- Under "Senior home support", choose the appropriate option (s) from the screen to your right (If applicable) Then, in the spouse (SP) deceased person's file, follow these specific steps: 1- On the "Left side menu on the Interview tab", select "Interview setup". 2- On the screen that appears to the right, check the box for "Tax return for a deceased person" and click on "Next" at the bottom of the page. 3- Return to the "Left side menu on the Interview tab" and select "Deceased". 4- Fill out the new page that appears to your right according to the information that you have for the deceased spouse and choose the "Final return" option. 5- Subsequently, enter the information required to complete your spouse's tax returns. The program will generate schedule J of Quebec in the file of the head of the family for the home support of the seniors. NOTE: If your spouse or estate has received a RC249 slip, be sure to enter the information under "Post-death decline in the value" topic. For Quebec residents, we recommend that the surviving spouse claim the QDIP (Quebec Drug Insurance Plan) premium. Nevertheless, this remains the individual's decision. NOTE - You cannot NETFILE the tax return of a deceased individual, as per CRA rules. You must print and mail it.

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

Hello WallyM, The Federal Home Accessibility expenses remains for 2023, the ON 479 – 63105 Ontario Home Safety Tax Credit is eliminated for 2023 Federal Home Accessibility expenses for 2023 In Interview >> Medical, disability, caregiver *Home Accessibility expenses (line 31285) For the 2022 and subsequent taxation years, the Budget proposes to increase the annual expense limit of the HATC from $10,000 to $20,000. This may allow a taxpayer to claim a tax credit of up to $3,000. All other rules regarding the credit and the increased limit would remain the same. https://www.canada.ca/en/revenue-agency/programs/about-canada-revenue-agency-cra/federal-government-budgets/budget-2022-plan-grow-economy-make-life-more-affordable/home-accessibility-tax-credit.html

Hello, The CRA considers private health services plan (PHSP) premiums payable to an insurance company to be deductible – and that can include your premiums for your personal health insurance policy that covers you, your spouse or common-law partner or your eligible dependents. https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/lines-33099-33199-eligible-medical-expenses-you-claim-on-your-tax-return/details-medical-expenses.html#prmms

Hello Ali Mahmood, Please contact UFile Support so we may review the file confidentially. Please include the above details and please note we can not access the image link for security reasons. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello Ali Mahmood, There is a maximum amount prescribed by the CRA for CCA Class 10.1 The maximum CCA rate for this class is 30%. The maximum capital cost of each vehicle that may be included in Class 10.1 is now $34,000 plus GST and provincial sales tax (PST), or HST. eg. BC = 35,700 https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-22900-other-employment-expenses/capital-cost-allowance/classes-depreciable-properties.html

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, I made RRSP contribution in Feb with the intention to use those funds towards my 2023 return (and hence not claim the deduction on 2022 as my 2021 NOA had the lower limit). I indicated on UFILE that I would like to claim RRSP deduction equal to my limit from 2021 NOA and the remaining portion (Which was contributed during Feb 2023) will be carry forward and I will claim that next year. But I am getting a warning "Your RRSP contribution exceeds your deduction limit by more than $2,000.The government will assess monthly penalties of 1% on your overcontribution.". Is this a bug on Ufile OR I can not use the contribution made during first 60 days of year 2023 on my return next year ? (i.e. for 2023) ? Please clarify

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.

Thank you. I'm sorry but I'm confused by both your answers. Could you clarify for me if possible? Why would it not? A car purchased in 2022 by a sole proprietorship would seem to be "investments in eligible property made by unincorporated businesses carried on directly by Canadian resident individuals ... effective for investments made on or after January 1, 2022 that become available for use before 2025". And UFile 2022 mentions it on the Motor Vehicle Expenses > Purchased Vehicle page (see attachment). Other than thinking I misunderstood, if the proprietorship _is_ eligible for DIEP on the vehicle, is it better to take it (and drop marginal rate from 30% to 20%), or do CCA as normal? Or is there some way to claim just enough DIEP to stay in 30%, and claim the rest in following years (either as DIEP or CCA)? I assume that should read "9- For the line 'Proceeds of disposition of the asset', indicate the total amount received in payment". Is that correct? And my earlier conclusion was right, that UFile is not going to generate a capital gain when the proceeds of disposition are greater than ACB? For #10-#12, it seems to me that UFile already has all that information (except province) from the Motor Vehicle Expenses. I just wanted to make sure I wasn't doing something that was stopping UFile from completing the steps automatically. Thanks.

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.

@Geo123 any updates? I tried contacting support and guess what? "Our office is currently close, please call back between our regular business hours Mon - Fri 9-5" !!! Is Ufile going to cover out late file fees?

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

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

If corporation has non-capital loss for current year, and profit in previous 3 years, how to fill the interview question for non-capital loss and carryback amount?

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.

It might be due to an $8K over contribution that is more than an allowable carry over of $2k. Basically the $8k overcontribution is fine unless it moves into the subsequent year without being applied as its over the $2k allowable overcontribution. I suspect its just the wording used by Ufile to warn you, but I can understand your concern. Perhaps Nawal can elaborate on that wording?