Denis K

Hi @Xinwen Zhang, You should be able to leave both field for Box 16 empty and only complete box 34 within your T4A page. Thank you,

Hi @thapafamily, I am not sure to understand the question but if you are filing a family tax return then everyone has his own refund or balance due but the credits are transferred between the family members to optimize the results. You can view each family member results under the review tab. Thank you,

Hi, To claim the capital cost allowance, follow these steps: 1 - On the "Left side menu on the Interview tab" select "Self-employment income"; 2 - You have completed the "Business identification" pages as well as on the "Income and Expenses" pages and others, if necessary. 3 - Select the sub-section "CCA" and on the screen to the right, choose the category that applies to your situation. 4 - On the new page that appears, record the information on the line "Description and amount of capital additions" and in the field to the right enter the amount. The cost of acquisition will be reported in column 3 of Area A of Form T2125.

Hi @Tax14, The Type code of securities" will determinate it if a investment or a capital gain. The software will automatically calculate line 121000 or line 127000 depending of the data entered within the T5008 page. Thank you,

Hi @Ibster, All your information will be carried over to the new tax year 2021 when launched if you use the same paid account as 2020. Thank you,

Hi @Desmond, I have reported the behaviors and I would suggest to copy and paste the amount from a text document if it happens again instead of removing the page. I would also suggest to verify the keyboard language settings and restart the software. Thank you,

Hi @barlcarl, You can find the box 205 within the T4A page under the OTHER INFORMATION Box 28 and select [205] One-time payment for older seniors in the scroll down menu. Thank you,

Hi, There must be an incorrect data entry within the interview. Please verify the data entry or please submit a ticket to support@ufile.ca for assistance as soon as possible. Thank you,

Hi @Tax14, We have modified the T5008 slip information entry to make it more compliant when downloading data. In addition, it should be noted that the document that your broker sends you is a summary of the original T5008 slip. Also, this document gives information about all your transactions while the T5008 slip is for one transaction. You must pay close attention or ask your financial advisor for more information. It should be noted that you can only report one transaction based on the "Type code of securities". To enter your gains (or losses), please follow these steps: 1. On the "Left-side menu on the Interview tab", select the heading "Interest, investment income and carrying charges". 2. On the right-hand page, click on the plus sign icon "+" located to the right of the line "T5008 - Statement of securities transactions". 3. On the page titled "T5008 - Statement of securities transactions" you need to enter more information depending on the type of transactions you have made. 4. On the line "Recipient type", you must choose from the drop-down menu the option that suits you. 5. If you made the transaction in foreign currency, in the "Foreign currency" lines in the drop-down menu, choose the currency type. Usually on the T5008 slip, the amount is in Canadian dollars, but it may be in foreign currency if the transaction is in foreign currency. 6. On the "Date of settlement (dd-mm-yyyy)" line, you must enter the date by indicating the day, the month and the year when you received the settlement of the security. 7. On the line "Type code of securities" in the drop-down menu, you must choose the appropriate transaction type. 8. On the line "Cost or book value", enter the value at the time of acquisition of the property. 9. On the line "Proceeds of disposition or settlement amount", enter the value received at the sale of the property. 10. On the line "Outlays and expenses related to the transaction", enter the amount paid to your advisor. It is very important to make the appropriate choice. If your T5008 slip reports both types of income, investments and capital gains, you will need to enter two T5008 slips, one for the investment and the other for the capital gain, and divide the amount in two according to the transactions you have made. Thank you,

Hi, You disposed of your vehicle during the tax year, and you have not replaced it. If you've finished running your business, be sure to indicate that on the income and expense page. At first, you must calculate all the expenses that you've incurred for your vehicle for the time you used it, such as fuel costs, insurance expenses and others. Also, you will have to calculate the total kilometers (Km) traveled in the tax year as well as the number of kilometers traveled to for business purposes. To do this, follow the steps below: 1. On the "Left side menu of the Interview tab" located on the left side of the screen, select the item "Self-employment income''. 2. Complete the "Business ID" and "Income, expenses» pages according to the information that you have. Click on "Next" at the bottom of the page after you've completed each page. 3. On the "Motor vehicle expenses" page, on the first section, enter the information pertaining to the vehicle, including the total kilometers traveled as well as the number of kilometers traveled for business purposes. 4. On the line "Opening balance of the undepreciated capital cost" enter the amount that appears in column 7 of the Area A of the T2125. Make sure that the "CCA class of the vehicle " is selected. 5. For the line "Description and adjusted cost base of the vehicle" enter the ACB of the vehicle sold. 6. For the line "Proceeds of disposition of an asset" indicate, total amount received in payment. If the proceeds of the disposition exceed the ACB, the result will be a capital gain. 7. On this case, you must enter the gain separately under the section "Capital gains & ABIL" and on the screen to the right, select "Real estate and other depreciable property" option. 8. To add the "Capital gains (or losses) & ABIL" return in "Interview setup" in on your right screen, select the "Investments income and expenses" icon and check the box "Capital gains (or losses) and capital history" and click "Next" at the bottom of the page 9. For the line "ACB of the disposition", indicate the adjusted cost base of the vehicle sold in the tax year. 10. On the line "Did you liquidate all assets in this c lass?'' Select "Yes" in the drop-down menu, if applicable. 11. If you received insurance proceeds to reimburse you for the loss of the vehicle after a loss, enters the amount on the line "Proceeds of disposition of an asset". The program will report the amounts on the appropriate lines on Form T2125 federal as well as lines of form TP-80 Quebec. For more information, consult the CRA's guide by clicking on the following link: https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4002.html

Hi @Pinball, As a self-employed individual, if you do not wish to contribute to the CPP, please follow the steps below: 1- On the "Left side menu on the Interview tab", select the "Controls" option. 2- On the "Canada Pension Plan" section, under "If you had employment earnings:", go to the question "Did you make a CPT30 election in 2019?". If you had both employment income and self-employment income in 2018 and wanted to elect to stop paying CPP contributions in 2018, answer "Yes" from the drop-down menu, then enter the election date. 3- On the section, "If you had self-employment income (see help?)", go to question "Did you want to stop contributing to the CPP on self-employment income?". 4- For the question, "If you answered Yes to the question above, enter the election date (01-mm- 2019 ) to stop contributing to the CPP (Schedule 8 L.50372) or to revoke an election made in a prior year to stop contributing to the CPP (Schedule 8 L.50374) ", click on the drop down menu and select "Elect to stop contributing to the CPP"and in the box to your right enter the date "(dd-mm-yyyy). 5 - Click on "Next" at the bottom of the page. Schedule 8 will be generated by the program. In Part 3, the software will calculate your CPP contributions on employment income. In Part 4, the software will calculate CPP contributions on self-employment income and you had no employment income. In Part 5, the software will calculate for the CPP contribution on self-employment income, when you had an employment income. Thank you,

Hi @Coastguy, You should be able to download a PDF copy under the Tax Return tab at the bottom? Thank you,

Hi @MaxWaxTax, Make sure no data entry have been doubled after using AFR and/or entering the data manually. I would suggest to verify line by line under your tax return to see any anomalies or you can always delete your file to create it again. Thank you,

Hello @DomL, A bursary or scholarship is generally reported on a T4A slip with an entry in Box 28. To enter a bursary or scholarship, please go in the Interview setup, section "Pension income, T4A, split income", option "T4A-pension, retirement, annuity, and other income". For the Box 28-other income, please select the option "Scholarships (study groups), bursaries or fellowships (code 105)" and then enter the scholarship amount. Note that scholarships and bursaries are generally NOT taxable on the federal return. If you are NOT entitled to education amounts in respect of these amounts, the part of the post-secondary scholarships, fellowships or bursaries you received in the year that is more than $500 will appear on line 130 of the federal return. Moreover, for Quebec residents, the scholarship income is reported at line 154- "Other Income", and a credit is given at line 295- "Deduction respecting certain income". Thank you,

Hi @VIJAYKUMAR DAVE, Before filing any return as a professional, the client must sign the T183 for Federal and the TP-1000 for Quebec. These forms are generated automatically upon an eligible return under the Tax return tab. If you wish to have a client letter, then you can look at our DTMax product: https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtmax/dtmaxt1.html Thank you,

Hi @FionaH, You can add your dependant to your file to claim the eligible credits and only transmit your return within that file and then create a new file for your dependant as a family head to have her own different address but you cannot change your mailing address using NETFILE. Any changes to your mailing address will not be updated with your return. CRA will use the mailing address they already have on record for you. You must contact CRA to change your mailing address prior to NETFILE. Thank you,

Hi @llarner, It would be one payment if you paid for a couple to include a spouse return. Please submit a ticket to support@ufile.ca if you paid for both and it asks to pay again. Thank you,

Hi, It is only possible to carry the information from a Windows .u file to the Online version. Thank you,

Hi, Please submit a request to support@ufile.ca and our customer service team will assist as quickly as possible. Thank you,

Hi, Please submit a request to support@ufile.ca and our customer service team will assist as quickly as possible. Thank you,

Hi @aljordsbc, Please visit our main website page under the CVITP section: https://www.ufile.ca/products/cvitp Thank you,

Hi @Varadero2018, If you have sereral T5008 statements, you can simply enter the total amounts under one or less page. Thank you,