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Geo123

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Everything posted by Geo123

  1. Hello, This suggestion has been submitted to the QA / DEV team for review. The development team will decide if a suggestion is implemented for a future release. Thank you.
  2. Hello UKH, You are welcome.
  3. Hello Paul007, For 100% CCA rate -see example below : >>Dates (dd-mm-yyyy), Description and amount of capital additions of AIIP: [01-01-2023 Tesla] >>CCA @ 100%
  4. Geo123

    Ftq

    Hello Hello Paul007,, It should appear automatically.
  5. Hello Sanjeev, To report the sale of your principal residence, please follow the steps below: 1. On the "Left-side menu on the Interview tab", select the "CRA Questions" topic. 2. On the page that appears, go to the line "Did you sell a principal residence in 2023?". The sale of a principal residence must now be reported along with any principal residence designation. 3. If you answer "Yes", a topic will be generated in the "Left-side menu on the Interview tab" with the heading "Capital gains (or losses) & ABIL". 4. On the page appearing to your right, click on the plus sign "+" icon to the right of the line "Personal use property (Including the principal residence)". 5. On the page that appears, enters the relevant information in the first fields. If you are a co-owner of the residence with your spouse, go to the line "Your percentage share of capital gain/loss recorded here" enter your percentage. 6.The following line will be generated "Do you wish to transfer the remainder to your spouse's tax return (if applicable)?". 7. If you answer "Yes" you do not need to answer the CRA's question "Did you sell a principal residence" in your spouse's file because the program will transfer the information into their file. 8. Then go to the "Principal residence" section and go to the line that starts as follow: "Designation of the property as a principal residence to the Canada Revenue Agency (CRA)." and answer, "Yes" if the property that was sold was your principal residence as defined by the CRA and enter the address of the principal residence. 9. Next, go to the "Designation" section and select the period (taxation years) during which that property was designated as your principal residence. In the fields that follow, enter the year of beginning and the year of the end as the principal residence. 10. However, if you have not permanently resided in your principal residence, click the plus sign "+ Add another" icon to create another occupancy period for your residence. 11 If you rented your residence during the unoccupied period, go to the line "Change in use of property and election under section 284 or 286.1", and by selecting "Yes" a field will be created to indicate the period (from what year to what year) during which the residence was leased. Schedule 3 will be generated, as well as page 2 of this schedule by the program which will indicate that the property was your principal residence for all the years during which you were the owner. In addition, Form T2091 "Designation of a property as a principal residence by an individual" will be generated by the program. Moreover, for residents of Quebec, Schedule G and Form TP-274 will be produced by the program. Also see PRE: https://www.youtube.com/watch?v=PFfD45fnqgg
  6. Hello vivian999, UFile allows to ReFILE your 2022 (and 2023 tax return) . Note for the prior tax years you should make the adjustment: T1-ADJ 1) If you tax return was successfully submitted, go to the 2022 or 2023 file (as required) please go to « NetFile » tab [5]. - - > Federal [ ] File accepted Click on "Federal submission" section. Filing status Federal submission < - - HERE Federal T1135 submission Acknowledgment report On the bottom right hand side of the page, click "Re-FILE". “If you need to electronically submit a modified federal return, please return to the left side menu under the interview and select CRA ReFILE.” < - - - CLICK ReFile NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab. 2) Select the section from the Left-side menu, then click "Federal ReFILE Mode". Follow the instructions on the page. NOTE: A new page "CRA ReFile" will appear in the left menu of the "Interview" tab. Select the section from the Left-side menu, then click "Federal ReFILE Mode". (on the left hand side of the page above Interview setup) Identification Current address CRA questions NetFile CRA ReFILE < - - --HERE CRA Auto-fill my return CRA Express NOA 3) Make the appropriate changes to your file.(same as in “normal” UFile) **VERY IMPORTANT! ** You cannot update your marital status, address, direct deposit or email address by using the service ReFILE. If you have split-pension you must mail it in using a T1 - ADJ. 4) Click "Review" tab, then click "NETFILE" tab. Tick the box "I agree with the ReFILE Terms and Conditions and Private Notice". Click "ReFILE my return now!". (is displayed at bottom right of NetFile screen "Select CRA REfile) -àFor Revenu Quebec same process applies but for Revenu Quebec ReFile Note that cannot refile with Quebec until you have received your assessment.
  7. Hello SFufile, Glad to hear it and thanks for the update. You are welcome.
  8. Hello Debra Serrao, You purchased the Family Head Promo versus the Family Promo. It is good for one tax return and two dependants, not a Spouse. The Spouse tax return is $14.00 extra.(2023) Sorry for the confusion. We can offer you a voucher for $7 off the Spouse Return. Please contact UFile Support to request the voucher. Please include above note. Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us
  9. Hello Old Grouchy Dude Auto-fill is available for 2018-2023 Netfile available from 2017 to 2023
  10. Hello UfileBC, For 100% CCA rate -see example below : >>Dates (dd-mm-yyyy), Description and amount of capital additions of AIIP: [01-01-2023 Tesla] >>CCA @ 100% >>For 20% business use
  11. Hello geostorm, ----------------------------------------------- Rejected Result:84 / error 84 / error code 85 ------------------------------------------------ Your tax return has not been accepted by the Canada Revenue Agency. It contains errors that must be corrected. Please review the following error(s), make the necessary corrections, and try resubmitting your return. For forms or additional information, visit the Canada Revenue Agency website and the Corrections page on the NETFILE website. For further assistance, please contact us. Most Canadian income tax and benefit returns for 2023, and any balance owing amount, are due on April 30, 2024. contact us. ------------------ Error code(s):95 ------------------ The entry indicating the number of financial statements being submitted is not valid. A financial statement is one or more of Form T776, Form T777, Form T1163, Form T1273, Form T2042, Form T2091, Form T2121, Form T2125 and Form TL2. The acceptable entries are "01" through "12." Where no financial statement is being submitted, the entry is "00" (two zeroes). >>IF have a T777 remove the net income in employment expenses if you only have home office expenses
  12. Hello Fab, Please see below.
  13. Hello G Lewis Select "No" at "Estimated Calculations: Do you wish to have the estimated calculation for the Canada Child Benefit), under "Control" section
  14. Hello, FYI : Changing all your principal residence to a rental or business property : Describe the property and state that you want subsection 45(2) of the Income Tax Act to apply. https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-127-capital-gains/principal-residence-other-real-estate/changes-use/changing-your-principal-residence-a-rental-business-property.html
  15. Hello SJD, Please not you cannot use CCA to create or increase a rental loss, if you claimed CCA it will be carried forward. If this is not your issue please contact UFile Support so we may review the file confidentially. Please include above note. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us
  16. Hello Kim C, To claim an amount on line 268 of Schedule H you must complete Part A. Other is not a valid entry. Click here to fix. >>Do no select Other. Select one of the other options.
  17. Hello G Lewis Select "No" at "Estimated Calculations: Do you wish to have the estimated calculation for the Canada Child Benefit), under "Control" section
  18. Hello SJD, There is an issue with your data entry. Please contact UFile Support so we may review the file confidentially. Please include above note. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us
  19. Hello JCPuerto, You must first select T777 - it will then appear as per above.
  20. Hello mariechan, In Interview >>Controls *Schedule 2 Line 36100 >>Change to Yes (is CRA requirement even if UFIle knows the line = 0) NOTE : This Is a CRA Requirement Not Ufile. Pay special attention to the adjective "adjusted" taxable income. Because two people are compiling and submitting their returns together as a (married) couple, some values and credits are transferred from one partner to the other and that is the function of SCHEDULE 2. This detail is specified in the control question and error message. This means is that the spouse's taxable income (line 26000) is equal to or less than their federal non-refundable tax credits (excluding a few, such as donations and medical expenses), which means that they will have no federal tax to pay.
  21. Hello John T, To complete an Immigrant Return for T1 (not T2) please see below.
  22. Hello Cupcake, Thank you for your suggestion. We will submit this to our development team for review. The development team will decide if a suggestion is implemented for a future release. If you wish to wish to have all the features of DTMax from Thomson Reuters please contact : Sales Department 1 866 653-8629 / DT-sales@thomsonreuters.com T1: https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtmax.html
  23. Hello Jean Audette, Please see below. CRA Account Locked =================== If the CRA has locked your account due to too many failed attempts to NetFile (5xTimes maximum). You should contact the CRA to **unlock the account ie specifically the transmission to Netfile ** and then wait at least 12 hours to NetFile. CRA Tel. : 1-800-267-6999. Please note there is a difference between CRA myaccount and the CRA Netfiling account and not all CRA agents are aware of this. Unfortunately there is nothing that we can do. Of note, you can also print and mail the tax return. Error code(s): 90120 =============== Please contact UFile Support so we may review the file confidentially. Please include above note. Please 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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