Geo123

Hello JimWindsor, Verify with the issuer of the T5008 if the independent transactions should have different amounts or you received consolidated amounts on the one slip.

Hello Zigg403 , Verify in Control Panel >> Add/Remove programs if it appears as installed and uninstall then reinstall. If experience issues with the exe (example if the Anti-Virus or Firewall blocks the download or Microsoft forces "not Microsoft verified App" ) then download the zip file instead, unzip it and install. UFile 2023 : https://cdn.ufile.ca/ufile/UF2023ANGH8GGHVFENB237KL3KOQ8/ufile2023.zip

Hello Toronto Woman, To report the carrying charges and interest you paid to earn investment income, please follow these steps: 1. On the "Left side menu on the Interview tab", select "Interview setup". 2. On the right-hand side page, go to the "Investment income and expenses" group, check the box "Interest, investment income and carrying charges/interest expenses/CNIL (T3, T5, T4PS, T5008, RC359)" and click "Next" at the bottom of the page. 3. Return to the "Left side menu on the Interview tab" and select "Interest, investment income and carrying charges". 4. On the right-hand page, choose the "Income" group you have earned and enter the income you have earned, and on which you paid interest or financial expenses. 5. Then, in the "Expenses" group, click on the "plus" sign icon to the right of the line "Carrying charges or interest expenses (line22100)". Complete this page according to your situation. The program will carry over this amount on line 22100 of your federal return

Hello RTee, You must enter the amount as it appears in T4A Box 048. The T4A should be independent of your AR and the payment date, if you are missing the T4A you should contact the issuer.

Hello Shou-Tao Liang, Thanks for the update.

Hello Luxixi, If you are claiming the medical amount of the Dependant (and not filing the Dependant return in your account) then do not enter again in the separate Dependant file that is being filed.

Hello Canadian, You cannot simply split ("income splitting") or optimize a capital gain / dividends or interest with your spouse (or others). It is pre-defined as per the account set up with the financial institution as per each of your monetary contributions to a particular account. This is because of the Attribution Rules, tax rules which have been especially created to limit income splitting (shifting income from a family member with a higher income to a family member with a lower income to reduce the overall tax a family has to pay). https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/it511r/archived-interspousal-certain-other-transfers-loans-property.html If the account is 100% then leave blank

Hello MartinD., 6. Income exempt under a tax treaty >>Leave as NULL (blank) as you say the income is not exempt 7. Limit of foreign tax credit and deduction (T2209) >>Check with the CRA - foreign dividends do not receive the Dividend Tax Credit

Hello Dougsa, Please consult with the CRA or an accountant on how to allocate / prorate the expenses.

Hello MCLeBlanc, ON-BEN is not a non-refundable tax credit, it is paid (if qualify) in one or 4 quarterly payments, starting in July 2024 to June 2025. UFIle provides an estimate in the Tax Return section :

Hello Tine67, To enter (or remove) in UFIle Go to Interview – as an Example : >>Identification Date of birth [ ] NETFILE Access Code (Canada Revenue Agency) [ ]< - - - HERE VERY IMPORTANT! If you have received a NETFILE error message regarding the NETFILE Access Code, please ignore it. It can disappear only after a new submission. In the NETFILE tab-> Federal submission, below the old error message from the CRA, tick the box "I agree with the Terms and Conditions and Privacy Notice". Click "File my return now!"

Hello mariopampena@videotron.ca, 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) -For Revenu Quebec same process applies but for Revenu Quebec ReFile Note that cannot refile with Quebec until you have received your assessment **prior years via CRA T1-ADJ

Hello Del, You are welcome.

Hello jameskangsj, Correct. Selling Your Property (House Or Residential Complex) : If you sell your house or residential complex, you generally have to report a capital gain or loss on the sale. In general, half (50%) of a capital gain on the sale of your house is taxable. However, a capital loss is not deductible.

Hello Del, You can install UFile Windows on a maximum 2 computers.

Hello Obioma, Please see below and refer to the link. Eligibility for the Solidarity Tax Credit You may be eligible for the solidarity tax credit for the period from July 2024 to June 2025 if you met all the following requirements on December 31, 2023: You were 18 or older or, if you were younger than 18, you: had a spouse; were the father or mother of a child who lived with you; or were recognized as an emancipated minor by a competent authority (such as a court). You were resident in Québec. You or your spouse was: a Canadian citizen; a permanent resident or a protected person within the meaning of the Immigration and Refugee Protection Act; or a temporary resident or the holder of a temporary resident permit within the meaning of the Immigration and Refugee Protection Act who had been living in Canada for the last 18 months. https://www.revenuquebec.ca/en/citizens/tax-credits/solidarity-tax-credit/eligibility/

Hello AlanMad, If you are a Manitoba resident or you moved from Manitoba to another province during the year, you'll have a box 14 on your T5007. Enter the percentage shown in box 14 of your slip into the designated field of the T5007. You must enter 1.00 (or a fraction as it appears in Box 14) >> If enter “0” (NULL) :

Hello cute_thet, In Interview >> Employment Expenses >> Home office expense :

Hello Charlene Fang, This is correct. Please be advised that for that purposes of downloading your T5008 slips for this tax season we have implemented a maximum download of 50 - 55 T5008 slips. This is due to the very heavy volume load, and the T5008 slips may be incomplete. Example: missing the ACB /cost/book value. Errors may also arise due to downloading of corrupted records, example, null entries. Our recommendation is to enter only one entry manually from your recap report or the Capital gains realized report you receive from your broker.Please note that it is not necessary to download all your T5008 slips. One manual entry of the total amount showing the Proceeds of disposition and the cost / book value is sufficient.Note that even if you download all the T5008 slips, only the total amount is sent to the Canada Revenue Agency (CRA) and if applicable Revenu Québec. The government agencies have already received copies of these slips and it is not necessary to itemize them in the software. The brokerage or investment dealer should be able to provide a consolidated statement of activity for the year, with totals.

Hello KJO, The Underused Housing Tax is not supported by UFile. Please refer to the link below. Underused Housing Tax - Who must file a return and pay the tax https://www.canada.ca/en/services/taxes/excise-taxes-duties-and-levies/underused-housing-tax/who-file-pay.html

Hello Mariia, (1.) Deemed Resident Here is an example of how to enter deemed resident - note that you can be deemed resident OR deemed non-resident. You can check with the CRA to determine status. (2.) Eligibility Conditions for the Senior Assistance Tax Credit You should check with Revenu Quebec as to eligibility. You may be entitled to the refundable senior assistance tax credit if you qualify as an eligible individual and you meet at least one of the following conditions: You were 70 or over on December 31, 2023. Your spouse on December 31, 2023, qualifies as an eligible individual and was 70 or over on December 31, 2023. You are an eligible individual if, on December 31, 2023: You were resident in Québec. You or your spouse on December 31, 2023, was: a Canadian citizen, permanent resident or a protected person within the meaning of the Immigration and Refugee Protection Act, or a temporary resident or the holder of a temporary resident permit, within the meaning of the Immigration and Refugee Protection Act, who had been living in Canada for the last 18 months. You are not considered an eligible individual if: you were confined to a prison or similar institution on December 31, 2023, and, in 2023, you were confined for one or more periods totalling more than 183 days; or you or your spouse on December 31, 2023, was exempt from income tax for 2023. https://www.revenuquebec.ca/en/citizens/tax-credits/senior-assistance-tax-credit/eligibility-conditions/

Hello Playtime, 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. The development team is continuously evaluating client feedback to improve the UFile experience. We appreciate comments and feedback from our clients. Thank you for being a loyal UFile customer.

Hello Rashida Manji, All workers aged 65 to 70 years old must pay CPP contributions, even if they are receiving a Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) retirement pension. As a recipient of the CPP who is working, you have to contribute to the CPP unless you are in one of the following situations: a) You work in Quebec. b) Your employment is not subject to CPP. c) You are a self-employed worker and you live in Quebec. d) You are at least 65 years old but less than 70 and have made an election to stop contributing to the CPP. The program will produce a warning to inform you that you must indicate whether you have made a selection, because relevant information must be entered in the "Controls" section of the software. To stop contributing to the CPP, you must have received CPP benefits and you must have received a T4A (P) slip. An election filed using Form CPT30 applies to all income from pensionable earnings, including self-employment earnings. As a self-employed individual, if you do not wish to contribute to the CPP, please follow the steps below example is 2022) 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 2023?". If you had both employment income and self-employment income in 2023 and wanted to elect to stop paying CPP contributions in 2023, 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- 2023 ) 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. For more information on the changes to the CPP rules, please visit the following links: https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/payroll-deductions-contributions/canada-pension-plan-cpp/changes-rules-deducting-canada-pension-plan-cpp-contributions.html

Hello KatherineH, Thanks for the information.

Hello P_Sch, 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