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UFile Support
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Everything posted by Gaetan

  1. Hello sarracenia, You wish to designate unused RRSP contributions made during the first 60 days of the tax year as repayment for your Home Buyers' Plan (HBP), which is authorized by the CRA. You also contributed to your RRSP during the rest of the tax year. However, the program allows only the entry of the total balance of unused contributions as shown on line B of the taxpayer's Notice of Assessment. Moreover, federal Schedule 7 contains no line to indicate the unused contributions made in the first 60 days of the tax year that you wish to designate as a repayment under the HBP. There is, however, a satisfactory workaround. To do so, please enter your information as per the following steps: 1. In the "Left-side menu on the Interview tab", select "RRSP contributions, limits". 2. On the new page displayed on your right, in the "Your RRSP/PRPP deduction limit statement" section, enter the "RRSP deduction limit for 2016 (2015 assessment, line A)". 3. Also on the same page, for "Unused RRSP/PRPP contributions (2015 assessment, line B)", answer the first question. 4. If you answered "Yes", go to the line "Unused contributions from the first 60 days of 2016" and enter the amount that was unused. 5. If you have unused contribution from previous years, enter the amount on the line entitled "Unused contributions from prior years (excluding the first 60 days of 2016)", enter the amount. Warning: The sum of these two lines should equal the amount on line B of your last notice of assessment. 6. In the "Contributions to your own RRSP or PRPP/VRSP" section, go to the line "March to December 2016", enter the amount of your contribution, and if you contributed in the first 60 days of 2017, enter the amount on the next line. 7. If necessary, click "+ Add Another" located to the right and enter your RRSP contributions. 8. In the "RRSP or PRPP/VRSP deduction to use in 2016" section, go to the line "RRSP or PRPP/VRSP deduction to use (leave blank to use all your contributions", enter the amount of contribution that you wish to deduct this year, or leave blank to use all of your contributions. Click "Next" at the bottom of the page. 9. Return to the "Left-side menu on the Interview tab" and select "HBP, LLP and other plans and funds". 10. On the screen to the right, click the plus sign "+" icon to the right of the line "HBP Participation in a RRSP's home buyers' plan". 11. On the page entitled "Home Buyers' Plan (HBP)", on the line for "RRSP home buyers' plan repayable balance at start of 2016", enter the amount, and at the line "HBP amount that should be repaid in 2016 (on HBP statement from CRA)", enter the amount on the notice that you received. Then, enter your repayment amount on the line for "Amount of RRSP contributions designated as your 2016 HBP repayment". The program will carry over your HBP repayment amount to line 246 of federal Schedule 7.
  2. Hi, The French links are in the French Community: http://community.impotexpert.ca/index.php?/topic/82285-liens-de-téléchargement/
  3. If you received an RL-1 slip with an amount shown in Box O, this income is not included in the amount of Box A (employment income before source deductions). You should verify the meaning of the specific code that relates to Box O, which can be found in the box located on the right side of Box W. The list of codes and their meaning is shown in the instructions section of the RL-1 slip under the group entitled "Codes used in the "Code (case O)" box". Each code will explain the type of income earned and will refer to the appropriate line of the Quebec return where this amount should be entered.
  4. Hi garnet_star, The Ontario Trillium Benefit (OTB) includes payments from the Ontario sales tax credit, the Ontario energy and property tax credit, and the Northern Ontario energy credit. The payments of these three credits will be combined and delivered on a monthly basis to better match the timing of the assistance with the expenses incurred by the taxpayers. You must apply and be eligible for at least one of these credits to receive the OTB. If you have a spouse and that he ordinarily resides with you, one of you can claim the credit for your couple. This credit is in addition to credit payments for GST / HST, if applicable, so that the amount to which you are entitled will not affect your credit for the GST / HST and vice versa. The payments of these three credits are combined and you can choose whether you only one payment where every month. You make this choice in point 2. To claim the OTB using the program, please follow these steps: 1- In the "Left side menu on the Interview tab" section of your tax file, select "Ontario tax and credits". 2- On the screen to your right, select "ON-BEN - Application for 2016 Ontario Trillium Benefit (Ontario sales tax credit, Ontario energy and property tax credit, Northern Ontario energy credit) and the Ontario Senior Homeowners' Property Tax Grant". 3- On this page, for the first question, select whether you wish to receive the payment in one lump-sum payment or in monthly installments. Then, enter the required information to claim the other credits and click "Next" at the bottom of the page 4- Return to the "Ontario tax and credits" section and, on the page to your right, select the line that corresponds to your situation ("ON-BEN - Declaration for home owners, tenants or college residence"). Enter your information. 5- If you and your spouse or common-law partner occupied separate principal residences in Ontario for medical reasons, choose "ON-BEN - Involuntary separation from your spouse" To determine whether the payment will be individual or one of you can claim them for the couple The program produces an estimate of the Trillium benefit for July2016to June 2017. For more information about the Ontario Trillium Benefit (PTO), please visit the following links: http://www.fin.gov.on.ca/en/credit/otb/ http://www.cra-arc.gc.ca/bnfts/rltd_prgrms/ntr-eng.html#ntrtrll
  5. Hi Bigredcami, Dependants in a tax file are usually members of the family unit of the taxpayer who is registered as the family head. They are generally the children and the parents who have the same address and who are wholly supported financially by the family head and/or the family head's spouse. If a member of your family does not fit this definition, you must create a separate file for this person. Please note that there is no automatic way to do this; you must create each file manually for each person. Remember to report any amount that may be carried forward. These carryforwards are generally featured on the Notice of Assessment they received in the previous year, or under the "Tax return" tab, on the "Summary of carryforward amounts" page from the previous year. You can delete a family member from your file by following this procedure: Under the tab "Interview", on the line "Family head" or the first person, select the person you want to remove and click "Delete selected" which is located to the right on this line. This operation will delete this person's file from your family file from this tax year onward only. Previous years will not be affected.
  6. Unfortunately, UFile is currently only available for installation in a Windows environment. Some of the new Macs use an Intel chip which allows users to install a version of Windows and then run Windows-based software (NOTE: a program such as Boot Camp, VMware Player or Parallels is required). Please note, however, that UFile ONLINE, the online equivalent of UFile for Windows, supports Mac and Linux operating systems running the latest version of Internet Explorer, Google Chrome, Opera and all browsers based on the latest Mozilla rendering engine (e.g., Firefox) as well as Safari for the 2008 tax year (for earlier tax years on a Mac, please use Internet Explorer for Mac). Note: UFile ONLINE has not been fully tested on all versions of Mac and Linux operating systems. We cannot guarantee that UFile will be compatible with all platforms and their respective browsers. However, many of our current users are also Mac and Linux users and successfully use our service to file their taxes online. You can carry forward the tax returns prepared last tax year in UFile for Windows to the current tax year.
  7. You will find below the download links for all years: 2020: http://downloads.drtax.ca/ufile/UF2020ANGH18GHVFENA678KL3P7C5/ufile2020.exe 2019: http://downloads.drtax.ca/ufile/UF2019MNGH5GGHVFENJ236KL3KOP7/ufile2019.exe 2018: http://downloads.drtax.ca/ufile/UF2018GCM4FVJ2AWHVN238RN2ZLU6/ufile2018.exe 2017:http://downloads.drtax.ca/ufile/UF2017MQ2ZJCFIL0P8TNKOK8MlWK7/ufile2017.exe 2016: http://downloads.drtax.ca/ufile/UF2016GQ2ZJCFP8TNKK8MYWK7/ufile2016.exe 2015: http://downloads.drtax.ca/ufile/UF2015EDYT34UF3E4A23H7ZS4/UFile2015.exe 2014: http://downloads.drtax.ca/ufile/UF2014EGYH34UFGHYA23WHUS4/UFile2014.exe 2013: http://downloads.drtax.ca/ufile/UF2013EGYH34U86GA23WHUS4/UFile2013.exe 2012: http://downloads.drtax.ca/ufile/UF2012PXQJQT4JDFK5TGF7M/UFile2012.exe 2011: http://downloads.drtax.ca/ufile/UF2011H7E49TF5GKS9X6DS/Ufile2011.exe 2010: http://downloads.drtax.ca/ufile/UF2010YE495TGKS9X6DS/UFile2010.exe 2009: http://downloads.drtax.ca/ufile/UF2009NT352RAHF4X6UP/UFile2009.exe 2008: http://downloads.drtax.ca/ufile/UF2008MP263TAKH9W4UG/UFile2008.exe If you cannot find the activation code for a tax year, and the software is still installed on the old computer, please follow the instructions below: 1- Start UFile for the same tax year. 2- Go to the "Tools" menu. 3- Click "Registration". 4- Note the activation code and the tax year.
  8. Thanks for letting us know.
  9. Please contact the Support group
  10. In order to correct this error message you have to go to his controls page and then you scroll down to the bottom up to the section that say As per CRA NETFILE you will see three question that you have to answer yes to confirm.
  11. In order to have the carry forward information available in the account, you must have used the UFile ONLINE last years to *"prepare and complete" the return(s) before mid-January AND you must be using the same account.UFile automatically carry's forward your information for you. UFile completes this process once a year for the previous year ONLY. To access this information, you must sign into the account under the current tax year using the same username and password used in the previous year. To *"prepare and complete" a return using UFile ONLINE requires entering in the data information in the file to complete the calculation to generate the return AND to have made any necessary payments on the account. This process NEEDS to be completed before mid-January of each year.
  12. Accounts are not linked from year to year. For example, if you just recently purchased and filed a previous year's return, you will need to login as a new user and create a new account for the current year. You will be able to use the same user ID and password, however in this case the data will not be carried forward. If you completed a tax return from the current year, the data from this account will be carried forward next year. We carry forward accounts in batch once a year in early January.
  13. Hi, Many clients made mistakes adding their married parents to their files. This is why the option has been removed. You can keep them in your file but you will have to send their tax return from their own file.
  14. Your father and your mother live with you, but are not necessarily depending on you financially. However, you can still claim certain credits. To claim your credits, including the caregiver credit, please follow the procedure below: 1. Under the "Interview" tab, select "Family members" and click on "Add family member"; 2. On the page that appears to your right, choose "Add a dependant"; 3. Under the "QuikClik Navigator", on the left side of the screen, select "Identification" and fill in the page and for the question: "Marital Status on December 31 2014" select "Single" in the drop-down menu; 4. For the question "Does this taxpayer require a tax return? " in the drop-down menu on your right, choose "No", because the information is only to allow you to claim certain credits as both your parents will have produced their own tax return. Click on "Next"; 5. Return to the left side of the screen under the "QuikClik Navigator" and select the option "Net income". Then, on the screen to your right, enter the relevant information. You can find the net income for your dependants on line 236 of the Federal return and on line 275 of the Quebec return; 6. In the "Medical, disability, caregiver" option, select the item that corresponds to the credits you want to claim, such as the "Caregiver amount to claim for this dependant (line 315, Quebec line 462) "or the" Infirmity and disability amounts for the dependant ". Federal Schedule 5 will be generated in your return and will indicate whether you can claim the credit for caregivers, while for residents of Quebec, Schedule H will be generated by the program if you qualify.
  15. Unfortunately, there is no automated tool which can transfer data from 2014 to 2013 You will need to enter the data in manually.
  16. You can apply for the Ontario Senior Homeowners' Property Tax Grant (OSHPTG), if, on December 31st, 2014, you met the following conditions: a) You were 64 or older. b) You owned and occupied a principal residence in Ontario for which property taxes have been paid by or for you in 2014. The OSHPTG is not paid automatically. To apply for this grant, please follow these steps: 1. In the "QuikClik Navigator", select "Ontario tax and credits". 2. On the screen on your right-hand side, choose "ON-BEN - Application for 2015 Ontario Trillium Benefit...". 3. On the page that appears, on the line ''The taxpayer elect to receive the 2015 OTB entitlement in one payment in June 2016? (Yes/No)'', choose the option that corresponds to your situation in the drop-down menu to the right. 4. Return to the "Ontario tax and credits" section in the "QuikClik Navigator", select "ON-BEN - Declaration for home owners" on the page to your right and enter your information on the newly generated page. If you meet the eligibility requirements, box 6113 will be checked off and your total amount of property tax paid in 2014 will be reported in box 6112. Part B on the back of the form will be completed according to the information you have entered. The amount that you will receive for 2015 will be determined according to the information provided on your 2014 tax return. You will receive your grant within four to eight weeks after receiving your Notice of assessment. The program will generate an estimate of the Ontario Trillium Benefit.
  17. 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 "QuikClik Navigator", on the left-hand side of the screen, select "Interview setup". 2- On the page that appears on the right, in the ''Income '' section, select the "Self-employment business income" and click "Next". 3- Return to the "QuikClik Navigator", click on "Self-employment income" and select the option that corresponds to your situation on the right-hand side page. For resident of Quebec, if you wish to pay your registration fee for Quebec, you must choose the option ''Q438 - Quebec annual registration fee for the entreprise register''; 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 code that best describes your industry. If you do not know the code, click on the tool tip (the question mark) (?) on the right-hand side of the box to get it. 6- Subsequently, after identifying your company, a sub-menu will appear in the "QuikClik Navigator" to allow you to enter "Income & expenses", "Motor vehicle expenses", "Home office expenses" and so on. 7 - On the next page ''Income, expenses'' on 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; 8 - 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 The program will also generate federal form T2125, as well as Quebec form TP-80 if applicable. Furthermore, 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.cra-arc.gc.ca/E/pub/tg/t4002/ 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/sepf/publications/in/in-155/default.aspx
  18. The reason you are having problems could be because a firewall is present and is blocking the application from communicating with our server to receive the update. If you are running a software firewall, please temporarily disable it or configure it appropriately. Depending on your firewall, you may need to allow "UFile" or "secure.drtax.ca". If you continue to experience problems downloading the latest update, please proceed as follows: 1. Completely close the application. 2. Download the latest version (which includes all updates) at: http://downloads.drtax.ca/ufile/UF2014EGYH34UFGHYA23WHUS4/UFile2014.exe 3. Save it to your Desktop. 4. Double-click the file you downloaded. When asked to "Repair" or "Remove", select "Remove". 5. Double-click the file you downloaded a second time. 6. Follow the instructions displayed on the screen. NOTE: If you choose the second method, the firewall issue will still exist. However, you will have the latest version. Do not check for updates. If you are asked by the program to check for updates, do not do it. Instead select the option to continue.
  19. To determine your residency status, you must first contact the CRA to obtain their views, either by contacting them by phone at 1-800-267-5177 if calling from Canada or the United States, or by consulting the following sites: http://www.cra-arc.gc.ca/tx/nnrsdnts/cmmn/rsdncy-eng.html http://www.cra-arc.gc.ca/E/pbg/tf/nr74/ If you are a factual resident of Canada for tax purposes, please follow the steps below: 1- In the "QuikClik Navigator", on the left-hand side of the screen, select "Interview setup". 2- In the section "Other personal situations" on the page to your right, check the box for "Immigrant, emigrant or non resident taxpayer", and click "Next" at the bottom of the page. 3- Return to the "QuikClik Navigator", select "Immigrant, emigrant, non-resident" and, on the screen to your right, choose the line "Information about your residency status". 4- On the page "Information about your residency status", on the line "Information about residency status", choose the option "Factual resident" from the drop-down menu to your right and click "Next" at the bottom of the page. 5- Enter the information necessary to complete your return. Federal Schedule D will be generated by the program. If you are a deemed resident of Canada for tax purposes, please follow the steps below: 1- In the "QuikClik Navigator", on the left-hand side of the screen, select "Identification". 2- On the "Family head identification" page, you must complete all fields. 3- For the line "Province of residence on December 31, 2014 ", select the option "Deemed resident" from the drop-down menu to your right and click "Next" at the bottom of the page. 4- Enter the other required information to complete your return.
  20. Please contact the Support group as they may have to see a copy of the file. UFile ONLINE: help@ufile.ca UFile for Windows: support@ufile.ca
  21. If you have received a RL-19 slip regarding advance payments of tax credits, please enter the information displayed on this slip as follows: 1- In the "QuikClik Navigator", located on the left side of the screen, click on the option "Other information slips". 2- Then, in the page that appears on your right, click on "RL-19 - Advance payments" and enter the information accordingly. Do not attach the RL-19 slip to your return, but keep it in your files in order to provide it to Revenu Québec upon request if needed.
  22. To correct this error, in the "Interview" tab, go to the first page of the business schedule (Business ID). Change the value for the question "Your share (%) of ownership if other than 100%" from 0 to 0.0001. Go to the "Ownership by spouse" page and change the "Percentage share owned by your spouse" from 99.99999 to 99.9999. However, if the business is in fact owned 100% by the other spouse, it would be better to delete it from the first spouse and reenter it in the second spouse's file with the percentage of ownership at 100% and nothing entered for the an amount owned by the other spouse. By the way, after you make the changes, save the changes, close UFile, and then restart UFile. You will then be able to calculate the tax return.
  23. Net income only is usually filled when the spouse filed separately. In order to make sure that all the credits are correctly calculated, please use Complete information.
  24. Gaetan

    Paying CRA

    No you can't. Please wait for the NOA and pay it to the bank...you could also send a cheque to CRA.
  25. Could it be possible that you have entered a "0" to limit the amount claimed? If not, please clear the page with the Garbage can and reenter your amount.
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