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G-Hiotis

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Everything posted by G-Hiotis

  1. There is a distinct entry in UFile for a Federal Business number "Federal account number" and "GST registration number of your business" Also the message below is generated by UFile as a reminder to users that if your gross sales exceeded $30,000 you are required by law to become a GST registrant and remit and collect GST/HST (QST, PST) on the sale of your goods and services. As it is also publicly noted on the CRA web site: https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/gst-hst-businesses/when-register-charge.html I trust this clarifies matters. Best regards, George Hiotis, Manager - QA
  2. If she had no income in 2022 then you would add her as a zero-income dependent spouse in your UFile file and UFile will claim the spousal amount on your behalf. Next year for 2023 you can carry-forward your file which will also effectively carry-forward her information and enter her regular CPP on her data entry page under the slip T4A(P).
  3. @Gmanmontreal Hi please note UFile is for the do-it-yourself taxpayer. If you seek help from a professional than please make sure the person is using UFile Pro and is registered for EFile. The CRA requires people that help others preparer taxes to be EFILE registrants. There are also several YouTube videos on the UFile site and others that can help you in this respect. [George Hiotis, Manager of QA UFile]
  4. @Zaxx There is a 2 year comparative for every version of UFile. I am not certain why it did not work for you or Rudy. I would ultimately have to walk you through it. Also, I am the Manager of QA in UFile. Having tested the procedure provided to Rudy over 3,000 times I am confident it works.
  5. The only way this can occur is if you are not taxable and UFile carry-forwards the donations automatically. Ordinarily, you can carry-forward donations for 5 years if you do not require them in the year you've made them. If this is not the case then please reach out to our support dept. and provide an anonymized copy of your return through our help page. Best, George Hiotis QA Manager UFile. ca
  6. Hi there, on your dependant's "Dependant ID" page there is a question "Did this dependant have any income in 2021" be sure to answer "Yes", then go to the interview setup and check the "Self-employment" box and click on the [Next] button. This should allow you to enter his business income. Hope this helps. George Hiotis QA Manager UFile.ca
  7. Hi Robert, if a T5 Slip was issued to your name without your SIN on it you should contact the CRA to ensure they have it on your account. The only place in UFile where you need to report your SIN is on the identification page of your interview. Best, George Hiotis QA Manager UFile.ca
  8. G-Hiotis

    Chi

    Please reach out to our support dept. ASAP - thank you George Hiotis, QA Manager UFile.ca
  9. Hi Brian, please check to see if you have any donations carry-forward. Otherwise, do not hesitate to reach out to our support desk and provide an anonymized copy of your return so we can examine it. Best - George Hiotis QA Manager UFile.ca
  10. Hi UFile uses a sophisticated iteration routine to determine how to best allocate medical expenses and donations between two spouses. Yes, there is a rule of thumb whereby it is usually best if the lower income spouse claims the medical expenses since they are reduced by the lesser of 3% of net income or $2,421 (for 2021) and the higher income spouse claims the donations. However, there are always exceptions to this rule and items like the dividend tax credit, foreign tax credit, and AMT can alter the scenario. If you would be kind enough to provide our support dept. with an anonymized copies of your returns via the help support page then we can analyze your returns further to see what exactly is happening in your file. Best regards, George Hiotis QA Manager UFile.ca
  11. Hi only fields with the Maple Leaf / QC symbol can be overridden for QC. Like this one If there isn't such a symbol an override can't be made in UFile. If you could provide support with the exact nature of the type of income you are trying to claim federally that is not taxable in QC we can try to assist you further. Best, George Hiotis QA Manager UFile.ca
  12. Dans la configuration de l'entrevue, sélectionnez "Revenus de pension, revenus d'autres sources et fractionnement dû revenu de pension, prestation pour la COVID-19 (T4A, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032 ), et cliquez sur le bouton bleu [Suivant]. Sur l'écran de gauche, cliquez sur « T4A et revenus de pension ». Sélectionnez la première option "T4A - Revenus de pension, retraite, de loyer et d'autres sources (prestation pour la COVID-19) Dans la page T4A faites défiler jusqu'à "AUTRES RENSEIGNEMENTS... Code 28...". Dans le menu déroulant, sélectionnez le code approprié [201] et entrez le montant. Merci beaucoup George Hiotis Gestionnaire de l'AQ ImpôtExpert.ca
  13. Steve B at UFile we do support our clients 100% for no extra charge. You should definitely contact our support and provide a copy of your notice of assessment and an anonymized copy of your return (UFile does this for you through the help request form). Throughout my years of practice I've seen errors made with all parties involved, nobody is perfect. Professormom, you shouldn't penalize yourself by filing a paper return. The worst that can happen is that the CRA will ask you for your receipts for any expenses/deductions claimed which you should always keep a record/copy of. I've made a video about what to do if things do not go as planned for your filing here: Kind regards - George Hiotis QA Manager UFile.ca
  14. The assets mentioned in your first point are depreciable assets (value lasts more than one year). You may enter them as Class 8 assets and claim them over time. You need to enter them as 'cost of additions'. The fees mentioned in point 2 & 3 are usually amortized over the course of 5 years except the land transfer fee. For a complete list list of other items that are not deductible please see page 20 and 21 of the rental guide found here: https://www.canada.ca/content/dam/cra-arc/formspubs/pub/t4036/t4036-21e.pdf George Hiotis QA Manager UFile.ca
  15. 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
  16. Hi Cathy, You can't access tax returns done with our desktop product online. Any returns done online require one account per family. As such, your return and your husband's return should have a separate account from your daughter's and son-in-law's. Hope this helps - George Hiotis QA Manager UFile.ca
  17. Approximately 169.95 plus tax George Hiotis QA Manager UFile.ca
  18. I believe there is a nominal fee for the spouse and an extra dependent. If this is not satisfactory, please do not hesitate to call support. - George Hiotis [QA Manager UFile.ca]
  19. Hi for your security we always request that in setting up your account you provide a security question with an answer just in case you lose or forget your password. As a secondary measure if you didn't set-up a security question then we default to asking you to provide your receipt number which we provided when you paid for the previous year's income tax return. The email to confirm your password reset may take more than 15 minutes to arrive depending on how busy the server may be, and you need to check your junk folder too. There is not much more we can do without compromising your account security. You have the option to contact our support department, or start a new account. Most of your carry-forward amount are on file with the CRA so you have nothing to lose if you are pressed for time. Kind regards, George Hiotis [QA Manager - UFile.]
  20. No, unfortunately Form T1161 is not supported by UFile. I would be interested in knowing where you were lead to believe that it was? Thank you kindly - George Hiotis (QA Manager of UFile). With respect to how to generate any form in UFile all you need to do is type the form's number (i.e. T1161) in ? search bar and it will provide a table with links to the data entry required to generate the form.
  21. Yes, as a Canadian resident you are taxed on your worldwide income. You need to report your interest income on your Canadian tax return, but you would be able to claim the foreign tax credit on any tax you paid to India. You need to be careful because Canada's tax year is the calendar year, but in India the tax year if from 1 April to 31 March. Also, if the funds held abroad cost more than CAD 100,000 you may have to file Form T1135 on a timely basis (on or before April 30th in most cases).
  22. Double check the amounts indicated as "Tax Deducted At Source" on your information slips. The totals should appear on line 437 of your federal return, and line 451 of your Quebec return. If these totals add up to the correct amount, then -- unfortunately -- not enough tax may have been deducted for Quebec.
  23. I hope this video could also help:
  24. Hi there! Unlike TurboTax UFile does not discriminate about what assets or type of income you have. I also used TurboTax previously and dreaded to decide which pack to buy until a savvy Staples representative told me it doesn't matter. Well, at UFile our product is based on how many returns you need and each number represents a family not an individual. The bottom line is that you can use the same product and with this single box you can use it to do most types of returns be it business, rental, and/or capital gains. If you need some quick tutorials I would recommend the UFile YouTube channel, and I have quite a few tutorial videos myself on my YouTube Channel. :
  25. Ultimately, when you do the correct data entry UFile determines if you have any terminal loss or recapture. Keep in mind that for a terminal loss to occur you need to have liquidated all the assets in the depreciable class.
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