Geo123
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Posts posted by Geo123
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Hello Boyders,
AFR for UFILE will be available at the next release of February 16, 2023. and the CRA website opens for EFILE/NETFILE on February 20, 2023.However, The Auto-fill my return and Express NOA services will be unavailable from 11:00 p.m. on Friday, February 3, 2023, until 6:00 a.m. on Monday, February 6, 2023, (Eastern Time).**You can autofill but you cannot transmit until February 20, 2023 -
Hello KimberleeTibando,
Employment expenses - Commission employee
When your job is to sell property or negotiate contracts for your employer, you can deduct certain fees you paid to earn your commissions.
Certain conditions must be met:
‒ You were usually obliged to work elsewhere than at the place of your employer's establishment.
‒ Your income consisted entirely or partially of commissions or similar amounts.
‒ According to your employment contract, you had to pay your own employment expenses.
‒ You keep in your files a copy of the federal T2200 and for Quebec resident the TP-64.
To claim those employment expenses, please follow these steps:
1. On the "Left side menu of the Interview tab", select "Interview setup".
2. On the screen to your right, go to the "Employment and other benefits" group, check the box for "Employment expenses (including T777S)" and click on "Next" at the bottom of the page.
3. Return to the "Left-side menu on the Interview tab" and select the "T4 and employment income". For residents of all provinces except Quebec, select "T4 Income (earned in any province except Quebec)", while for Quebec residents, and choose "T4 and RL-1 (Relevé 1) income earned in Quebec with QPP contributions".
4. On the page that is generated enter the information of your T4 slip and for Quebec RL-1.
5. Return to the "Left side menu on the Interview tab", select "Employment Expenses".
6. On the page on the right entitled "Employment expenses", on this page, choose "T777 Eligible employment expenses of an employee earning commission income", click on plus sign "+".
7. On the page entitled "Employment expenses" Employee earning commission income" enter all the required information and click "Next" at the bottom of the page.
8. To record your eligible motor vehicle expenses, click on the "Motor vehicle expense" section and enter the relevant information.
9. If you received an "Allowance for your motor vehicle expenses", enter the amount on the line "Motor vehicle expenses (except CCA & interest) ".
10. If you have your office at home, choose the subsection "Home office expenses".
11. On the line "Percentage (%) of home being used for personal purposes " indicate the percentage. Subsequently, you must answer the questions that concern you.
12. If you are a tenant, on the "Office rent" line, enter the annual cost of the rent you paid.
13. If you purchased equipment for your work, enter the cost on the "Other home office expenses - specify" line.
14. If you received an Allowance from your employer, enter the amount in one of the three (3) lines in the "Allowance" subsection.
15. You must complete the subsection "Employment conditions" and answer the questions. For Quebec residents, also click on "Employment conditions - Quebec" and enter the requested information.
Your employment expenses will be entered by the program in federal form T777 and on line 22900 of the federal return. If you are a Quebec resident, the TP-59 form will be generated and the amount will be reported on line 207 of the Quebec return, with the appropriate code displayed on line 206.
NOTE: You must keep a record of all the expenses you incurred. This register must be kept for a period of six (6) years after the end of the tax year, as the CRA (and/or for Quebec residents, the MRQ) may request some of your documents.
For more information, please visit the following links:
For the CRA:
Revenu Québec:
http://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/tp-59-v/ -
Ufile will carry forward the unused deductions :
>> Unused RRSP/PRPP contributions (2021 assessment)
Complete this section only if an amount of Unused contributions is shown on your latest federal 2021 Notice of assessment or Notice of reassessment.*Do you have unused contributions from the first 60 days of 2022 ?
*Unused contributions from the first 60 days of 2022
*Unused contributions from prior years -
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- Moderators
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Hello alexo,
As long as you are within the annual RSP limit you can limit the contribution and Ufile will keep track of it for you. In Ufile go to :
>>RRSP or PRPP/VRSP deduction to use in 2022
RRSP or PRPP/VRSP deduction to use (leave blank to use all your contributions as a deduction) [ ]
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Hello BLSM,
You would add the acquisition in the year it was purchased of 2020 (purchase can not be deferred) and limit the CCA to $0. Update the 2020 UFIle file with the acquisition (and CCA C/F) then update the 2021 UFile file and CCA C/F). The CCA would then be carried forward to 2021 and 2022 (again limited to $0).
The C/F schedule and ending undepreciated capital cost (UCC) is updated but you will have to enter the opening undepreciated capital cost (UCC) for each year.
If I understand correctly you will update with the CRA directly so no need to ReFile via UFile.
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Hello ggwatt51,
Please note, in order to carry forward a previous year, you must SAVE your tax file to SAVE / PDF. These actions allow the program to retain your information and carry it forward to the following year automatically.
IF you already created the current year file and did NOT save the prior year as a PDF, then you will have to delete the current year, save / PDF the prior year and then start the 2022 year file.
Also verify that you do not have another username or E_Mail that you were using for UFile ONLINE. -
Hello SANDRA1368,
Please check beginning and end dates. 01-01-2022 to 31-12-2022
Please check if you have two T2125's or T776’s entered by mistake
Also check : Tick if this is the first year of operations (or last) IF applicable
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Hello loghis,
Please contact UFile Support so we may review the file confidentially.
For telephone support, please call: 514-733-8414 or 1-888-633-8414
An agent can review the issue with you.
If you prefer, you can also open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us -
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Hello noaccountant,
I believe you referring to the business number for the :
T2 - Corporate Return
Corporation's business number (format = NNNNNNNNNRC0001). This format is determined by the CRA.You may open a T2 request ticket on-line : Login to UFIle T2, go to the fiscal / tax year in question and click on help (?) / compete the Support request form (be sure to click Check to authorize UFile to VIEW your tax file)
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Hello Jamesg5001,
Please contact UFile Support so we may review confidentially. If you are using UFile ONLINE and do not see any tax years listed you may be using another username and /or E_Mail.
For telephone support, please call: 514-733-8414 or 1-888-633-8414
An agent can review the issue with you.
If you prefer, you can also open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us -
Hello Cynthia W,
The HST number is a required field for the Ontario Staycation credit as per the CRA. You can not enter a dummy number and must include a valid GST/HST number.
The accommodation expenses must have been paid by you, your spouse or common-law partner, or your eligible child, as set out on a detailed receipt provided by a supplier registered for the Goods and Services Tax (GST)/Harmonized Sales Tax (HST).
https://www.ontario.ca/page/ontario-staycation-tax-credit#section-4
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Hello VIS,
Please contact UFile Support so we may review the file confidentially.
For telephone support, please call: 514-733-8414 or 1-888-633-8414
An agent can review the issue with you.
If you prefer, you can also open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us -
Hello DavidH,
For tax year 2021 CERB repayment and you have :
T4E slip go to T4E - Employment insurance and other benefits
*Repayment of an overpayment Box 30
*Repayment of the CERB (this amount is included in box 30)T4A slip go to T4A - Pension, retirement, annuity and other income
*OTHER INFORMATION (COVID-19 benefits) (click on the triangle to see the list of choices)
[201] Repayments of a federal COVID-19 financial assistance
OR
[201] Repayments of a provincial or territorial COVID-19 financial assistance -
Hello Yeah411,
You must paper file the tax return.
FYI : NETFILE. The NETFILE and ReFILE services for tax years 2017 (ReFILE excluded), 2018, 2019, 2020 and 2021 will be open until Friday, January 27, 2023. -
Hello DaveHouse,
Please contact UFile Support so we may review the payment tab issue.
For telephone support, please call: 514-733-8414 or 1-888-633-8414
An agent can review the issue with you.
If you prefer, you can also open a request ticket on-line https://www.ufile.ca/contact/contact-us -
Hello sheeba elizbeth,
For UFile 2021 / 2022 :
If you cannot download / AFR (AutoFill Return) not responsive. It could be several things:
The government website is very busy - try again later.
• If logging in with “Sign-in Partner login” try “CRA sign-in” (using CRA MyAccount).
• Your antivirus or firewall is preventing the download - temporarily disable to download.
• Could be your Internet Service Provider - then you need to restart the modem (or contact your ISP)
• Check computer time and date and language so the compute can synchronize with the CRA.
• Make sure your account access is up to date.
• If you have Windows 10 or 11, download “Microsoft Edge Webviewer” at the following link (it may not have been bundled in your version): https://go.microsoft.com/fwlink/p/?Linkid=2124703
• Use the most recent version of the “Edge” browser (for 2021 + ).
Check EDGE browser Settings:
1. Type "Internet options" in the Windows search menu.
2. Click "Internet Options".
3. Click on "Advanced" tab.
4. Scroll to the Security section, then check Use TLS 1.2.
5. Click OK, then close Edge. TLS v1.2 is enabled on the next start of Edge.
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Hello
You can purchase UFile 12 and add the activation code to the UFile PRO tax return counter :
UFile 12 for Windows - 2021 (download)
https://secure.drtax.ca/ufileshop/2021/storespec.asp
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Hello JanetB,
Format should be : 123456789RT0001 max 15 characters
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Hello doris.maradiaga,
Please contact UFile Support so we may review the file confidentially.
For telephone support, please call: 514-733-8414 or 1-888-633-8414
An agent can review the issue with you.
If you prefer, you can also open a request ticket on-line https://www.ufile.ca/contact/contact-us -
Hello TWWW,
In order to properly answer this question please open a T2 request ticket on-line : Login to UFIle T2, go to the fiscal / tax year in question and click on help (?) / compete the Support request form (be sure to click Check to authorize UFile to VIEW your tax file)
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Hello noaccountant,
Please contact UFile Support for telephone support, please call: 514-733-8414 or 1-888-633-8414. Please mention the above technical issue and to forward to the T2 specialist.
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Hello noaccountant,
Please open a T2 request ticket on-line : Login to UFIle T2, go to the fiscal / tax year in question and click on help (?) / compete the Support request form (be sure to click Check to authorize UFile to VIEW your tax file)
Of note, we can indicate where your GIFI does not balance but not how to balance the GIFI as we do not provide accounting support for UFile T2
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Hello MisterVihn,
The CRA allows you to carry net capital losses back up to three years. To carryback a capital loss, fill out section II on form T1A, Request for Loss Carryback. You do not have to file an amended return for the year to which you want the loss applied.
Applying net capital loss from previous years
You have capital gains in the current taxation year. However, you have sustained some capital losses in the previous years.
You can request both the federal and provincial governments to have these net capital losses carried over to be applied against the current year's capital gains.
To carry over these losses using the program, please follow these steps:
1-On the "Left side menu on the Interview tab", select "Interview setup".
2-On the page appearing on the right, go to the group "Carryforward amounts and prior year information", check the box "Losses of prior years, carrybacks". Click "Next" at the bottom of the page.
3- Return to the "Left side menu on the Interview tab" and select "Losses of prior years and carrybacks".
4-On the screen generated on your right, go to the "Losses of other years" group and choose the line "Net capital losses of other years".
5-On the page that appears, enter the losses from previous years in the appropriate fields. You should first enter your capital gains.
The amounts will be reported to line 25300 of the federal returns and line 290 of the Quebec return.
The program will generate for the federal form "Applying net capital losses of other years to 2020" and Quebec form TP-729.
For more information, please visit the following CRA link:
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Hello arosieeeeeee,