JohnA

Condolences to you and your family. if you Mom’s income in 2021 is less than 35k, and the return is otherwise a simple one, you might be able to find someone at a CVITP clinic who will eFile it for you. Check the CRA website for free tax clinics in your city. We don’t normally do final returns, but sometimes a volunteer will make an exception to help out a family if the return is straight forward. The volunteers use UFile Pro, which does eFile. Note that if there is income received by the estate (i.e received after the date of death) it needs to go on a T3 return, or possibly a “rights and things” return. Those are definitely more complicated situations and you will need to seek professional assistance. The only exception would be the CPP death benefit. It can go on the T3, or on the estate beneficiary’s T1 return.

What web browsers do you have installed? Windoz 10 UFile uses the Edge browser, not IE as it did in prior years. Edge does not have to be your default browser, but it does need to be installed.

Near the bottom of the tax return you should see a page for the CAI. It lists the quarterly amounts. I’m not sure the amount is correct (75/Q single). That was the amount last year, which was paid as a refund. This year it is quarterly. As long as that CAI question about place of residence is answered correctly you should see this page. If not, update UFile. It was a late add to the software.

Anyone know if the CVITP version of UFile will eFile a T1135? Lest you think that’s not something our clients would need, the minimum 100k overseas at today’s interest rates certainly does not put a client’s income above the CVITP limits. TIA.

File the return. If you pay bills on your computer at your bank, add a payee called CRA PIT payment for 2021. Use your SIN as the account number. Or you can mail a cheque payable to the Receiver General of Canada to the CRA. Or you can take a remittance slip from the return or the NOA to your bank and pay it at a teller.

There is no concept of “filing jointly” in Canada. That is an American term. There are however some credits that are based upon family income, and some benefits from optimizing certain deductions if you are a couple. If you have been separated for 90 days or more, you each file your own return. If the split happened in the tax year you will need to enter his net income and he yours. Yes, may end up paying more tax, or he might, depending upon how the above shake out.

If you are an older senior who got that 500 payment, it goes on a T4A in box 204….hunt for it, part way down the screen you have to click on a downward arrow to see a bunch of other possible boxes and 204 is one.

Hopefully your employer paid your expenses because normally a salaried or hourly employee can not deduct these sorts of expenses. If a portion of your income is commission, you can write it off against that. Or if it was from a post secondary education institution you might be able to see if some of the cost are tuition.

Is there an option to check “change taxpayer name”? That used to bypass many of these sorts of problems….after double checking that your SIN and name are actually entered correctly of course.

Two questions there…. Can you simply not file the spouse’s return? Yes you can. Whether that produces the outcome you wish is another story though. UFile may maximize certain amounts between spouses. That means the return UFile calculated for your spouse (and you didn’t file) does not match the return the spouse actually filed. That likely leads to a bad outcome once CRA looks at things. A better approach would be to use the option to provide the spouse’s net income only. Next year, file both returns together. It’s much easier and will minimize the family unit’s tax liability.

For 2021 the CAI is paid quarterly. It is no longer delivered as a credit on your tax return. You need to file a tax return to get it though. An update to uFile that came out this week adds a page at the bottom of the tax return showing you the amount that will be paid quarterly. This is the source of much confusion and concern for our CVITP clients. Last year a single person would get a $300 CAI credit. If they owed less than $300 in tax then they ended up with a small refund. This year they will have to pay, and then over the course of the year recoup the $300 through the quarterly payments. It's just a cash flow issue, but for people with low incomes it's a problem as the usually don't have much in the way of savings to draw upon.

Add a T4A and open it up. About half way down the screen is the heading "OTHER INFORMATION (COVID-19 benefits) (click the triangle to see..." Click the triangle and scroll down to the item that says "[205] One-time payment for older seniors".

You have to eFile the "Federal authorization" using the current year's software i.e. 2021. Then you go to uFile for a prior year to autofill. But if you don't then you usually get a different message about the wrong form when you try to file the authorization, so I'm not sure this is your issue. You might check the task manager to see if an IE instance is running somewhere on your computer. If you can't get autofill to work for a prior year, once you file the authorization in the 2021 version, then you can always log directly onto "Represent a Client" on the CRA site and get the T-slips manually from there.

Well today it worked without using that messy work-around I posted yesterday! ...very strange. Updated: nope, it still needs that kluge of a workaround.

I have found a work-around...it's a bit of a kluge though. Open uFile, start a return with anything you like. You can use all zeros for the sin but answer all the questions with a red * beside them because those are required. You can use made up data. Select "yes" for autofill, and "yes" for already filing the authorization, even though you haven't. There is no point in filing the authorization with fake data. It won't work. Next do the autofill. Sign in, and do the 2FA stuff. Be sure to click the button to not ask for the 2FA for the next 8 hours on this device. When you get past that, minimize the web browser window (click the little - in the top right corner). That brings you back to uFile and it's still waiting to do the autofill. Force close uFile (click the X in the top right) Leave that web browser window on the bottom of your screen and go ahead with a real tax return. You'll have to sign in as usual but it won't ask for 2FA for the next 8 hours. You might get a message that the CRA session has expired. That's OK, Just log in again. The minimized browser does not have to remain logged in, but don't close its window. Hope that helps,

The federal authorization form must always be submitted from the current year’s version of UFile, even if you are doing a prior year’s return. So, UFile 2021 must be used to submit the form. After doing that, you can use any previous year’s UFile to autofill the return and file it.

Google authentication uses an industry standard algorithm. Any other authentication using the same algorithm, such as Microsoft authenticator, or any one of the many others in the playstore, should work. I don’t use UFile online though so I can’t test this. I do use an alternative authenticator on several other sites though where Google also works.

We have the same problem at our clinic. You say “don’t ask again for 8 hours” on the CRA site, but whatever they are storing in edge to remember that gets removed. I’m guessing UFile is clearing cookies after each autofill session, but I don’t know how to correct that behaviour. We use the passcode grid option, which is little faster than waiting for an sms. interestingly, using edge outside of UFile give the expected behaviour.. it doesn’t ask for 2fa for the rest of the day, even though edge within UFile on the same day, does.

Same problem here. Saving the file, closing UFile, opening the file, makes the problem go away. It’s related to downloading your data from the CRA. I have simply ignored the warning though and everything appears to work properly.

Presumably you have a receipt from the charity for the security donation. I’m often asked to submit those, not every year but every few years it seems.

I have the same problem. The inclusion rate is on the T1170, not the t5008. The problem if both slips are in your return is that 50% of the cap gain gets added into income, which it should not be. The only way I could get UFile to properly do this was to delete the t5008. I've done this for the past several years without problems. Line 127 should be zero if the only cap gain was from donated securities as best I can tell. Deleting the t5008 in UFile accomplishes this. Do not include the securities donation amount in the interview section on charitable donation. Otherwise it will show up twice on Sched 9... once from the T1170 and once from the tab in the interview. Using a T1170 automatically adds it to Sched 9, and shows zero inclusion rate. Is TD Waterhouse your brokerage by any chance? I've heard some other brokerages don't send T5008s for donations, but TD does.