Geo123

Hello poshty59, You are welcome. See below. Deceased taxpayer next year (Memo) Is not transmitted with the memo – is an internal memo and is not required. Example for deceased in preceading year as memo AND following year as Deceased Return >> If this return is for a deceased person, enter the date of death (dd-mm-yyyy). 01-06-2024 Type of return for the year of death [Deceased taxpayer next year (Memo)] >>”regular” T1 – not deceased return

Hello zawx, You are welcome.

Hello cherylbarr, Please contact UFile Support so we may review your account. Please include above note and verify that you actually paid for your Spouse and not Dependant. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello zawx, This credit has been eliminated for 2023.

Hello YZ1, I do not know what you mean by Studio Tax. Please contact UFile Support so we may review the file confidentially. Please include above note and NOA Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello poshty59, Yes, this is correct.

Hello daveyg, You pay for UFIle when ready to proceed to Tab 4 Tax Return. You can pay for and produce a basic return and return to your data entry at a later time.

Hello Wuxx, We have no control over the CRA log in and download and AFR IF CRA Server hangs or no data then you should contact CRA. Please note you can also enter the data manually from the tax slips. You can access the slips from CRA Myaccount : https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/account-individuals.html >>Tax Returns >>Tax Information slips (T4 and more) >>Select Tax Year >>Select Tax Slip from drop down To contact CRA : 1-800-959-8281 for inquiries related to individuals. Telephone numbers – Canada Revenue Agency / CRA wait times: https://www.canada.ca/en/revenue-agency/corporate/contact-information/telephone-numbers.html

Hello poshty59, Deceased taxpayer next year (memo) is for the deceased in the year prior to death (2023). Final return is for a deceased return (2024).

Hello Sylvia123, Unfortunately we have no control over this. Try from another location ie different IP address otherwise please contact the CRA. Please contact the CRA at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html To print and mail the tax returns. In Tab 4, at the bottom of the screen, select the PDF Icons : [PDF] Federal Print [PDF] Quebec Print <- - - - IF in Quebec FYI – for the entire tax return: [PDF] Download PDF Then depending on your PDF reader, eg. Adobe Acrobat, Microsoft EDGE; you can save to: *desktop, downloads, file directory *external device such as CD, external hard drive, USB key

Hello Paul Jaikaran, You can not carryforward the PDF file. For UFile ONLINE : It is automatic How to carry forward UFIle ONLINE: Sign in to your UFIle account. The main page the screen will display : My Files Create a new... [ 2023 ] [Go !] < - - - - SELECT here >> Tax years list 2023 [LAUNCH] < - - - - SELECT here >>At the new screen (with UFIle 2023 logo in right hand corner) Select [Start Now on a new tax file] (Do not select [Import] ) For UFile Windows : Must carryforward the prior year file Open / launch Ufile Windows 2023 from the local pc installation Select the tile >> [Carry Forward a 2022 tax file] In the dialogue box “Carry forward a 2022 tax file” >> Browse and select the 2022 UFIle *.22 ---------------------- **IMPORTANT : Please note, in order to carry forward a previous year, you must SAVE your tax file to PDF. These actions allow the program to retain your information and carry it forward to the following year automatically. IF No data in file from last year : 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 the PDF file AND resave the file for the prior year and then restart the 2023 year file.

Hello Yo Yo, You are welcome. For further information, please contact the CRA at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html

Hello TMC23, You must enter the actual expenses incurred for the employment period, it is not prorated per the employment period.

Hello Emily0708, >>Left hand side of Interview >> Other information slips (use Ctl-F – “other information slip”)

Hello JEFFLEE221, Please logout and clear your cache. If you are using Microsoft Edge, Google Chrome, or Mozilla Firefox you can quickly clear cache with a keyboard shortcut. While in your browser, press Ctrl + Shift + Delete simultaneously on the keyboard to open the appropriate window. Safari (Mac) with the Option-Command-E. Log back in. The error should be gone.

Hello Max3472, You can limit carry forward losses from prior years but can not limit a non capital loss against the current year. HOWEVER if you can not use the non capital loss, due to insufficient other income, UFile will carry it forward automatically. You can then use as a carry forward or carryback. Eg. DO not have any income to use the capital loss, UFile will C/F the loss for future year(s) OR can carry back the loss Please refer to Schedule T1A – Loss Carryback.

Hello gutsygal, Percentage of personal use of your rental property' % < = = =TO prorate the total expenses to the Rental. The percentage entered here will be applied globally to reduce all rental expenses accordingly and obtain the deductible amount. 'If less than 100% of an expense above applies to the business, enter the applicable percentage'. <= = DO not use unless require additional proration >>example >>

Hello GregF, We have no control over the CRA log in and download and AFR IF CRA Server hangs or no data then you should contact CRA. Please note you can also enter the data manually from the tax slips. You can access the slips from CRA Myaccount : https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/account-individuals.html >>Tax Returns >>Tax Information slips (T4 and more) >>Select Tax Year >>Select Tax Slip from drop down To contact CRA : 1-800-959-8281 for inquiries related to individuals. Telephone numbers – Canada Revenue Agency / CRA wait times: https://www.canada.ca/en/revenue-agency/corporate/contact-information/telephone-numbers.html

Hello PBremshey Please contact UFile Support with the voucher. 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

Hello sethtuengel, 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

Hello Dougsa, You are welcome. Please consult with the CRA or an accountant on how to allocate the expenses.

Hello JunL, You are welcome.

Hello mere24, T2125 - Vehicle Acquisition =================== You have changed your vehicle in the tax year, and both vehicles - the old and the new - are in Class 10.1, i.e. cars whose value exceeds $30,000 before taxes. According to CRA rules, you must enter the information for each vehicle separately, that is in two separate 10.1 categories. 1- In the "Left side menu on the Interview tab", select "Self-employment income" and on the right-hand page that appears, select the type of income that applies to your situation. 2- Complete the "Business ID" and "Income, expenses" pages. Click on "Next" at the bottom of the page. 3- In the page ''Motor vehicle expenses'', if you used the same software last year the basic information of your old vehicle will have been transferred. If not, choose the option ''Purchased motor vehicle'', enter the information for your first car, including the ''Opening balanced of the undepreciated capital cost'', the class, the kilometers travelled for business and also the total kilometers travelled during the year. 4- For the line "Adjusted cost base of the vehicle", enter the ACB of the vehicle sold. 5- In the third (3rd) section "Disposition of the vehicle", enter the information on selling your old vehicle. As the price sold you enter the total amount on line "Proceeds of disposition of an asset". 6- For the line "ABC of the disposition", enter the Adjusted Cost Base of the vehicle sold. 7- At the line "Did you liquidate all assets in this class?" the answer is "Yes". 8- For the line "ACB of the disposition", indicate the total amount received in payment. If the proceeds of the disposition of the property exceed the ACB, the result will be a capital gain. 9- In this case, return to "Interview setup" and choose "Investment income and expenses" icon, check "Capital gains (or losses) and capital gain history" and click "Next" at the bottom of the page. 10- You must enter the gain separately under the section "Capital gains (or losses) & ABIL" and on the screen to the right, select "Real estate and other depreciable property" option. 11. Click on "Arrow" between "Next" and "Previous" the "Vehicle expenses" page will appear, click the plus sign "+" left of "Purchased motor vehicle". 12- A page will open called "Purchased vehicle" enter in this page information on this new vehicle. On line "Opening balance of the undepreciated cost" do not enter any amount; 13. As with the previous vehicle, enter expenses for this new vehicle during the tax year, the total mileage traveled and traveled to the business purposes; 14- In the second section of this page "Addition of a vehicle" on the line "Description of the vehicle and vehicle cost" enter the price paid for the new vehicle, and a brief description; 15- On line "Application of half-year rule to current year additions" select "Yes" from the menu; 16- If you want to limit the CCA on line "Limit to the CCA of this vehicle (leave blank for maximum CCA)", enter the desired amount. Otherwise, leave blank to get the maximum CCA. The program will carry over the amounts on lines 9281 and 9936 of federal form T2125 and on lines 220 and 240 of Quebec form TP-80. In addition, please note that in Area A, "Calculation of capital cost allowance (CCA) claim", in column 3 titled "Cost of additions in the year" the amount entered by the program will be $ 30,000 plus all applicable taxes. Also, if you made a capital gain, Schedule 3 and schedule G for Quebec residents, will be generated by the program. We recommend that you keep a record of all expenses and a daily mileage log of your vehicle. We recommend that you consult the CRA guide by clicking on the following link: http://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/sole-proprietorships-partnerships/business-expenses/motor-vehicle-expenses.html DIEP ==== Immediate expensing of up to $1.5 million per year Budget 2021 included proposals to provide temporary immediate expensing in respect of certain property acquired by a Canadian-Controlled Private Corporation (CCPC). This immediate expensing would be available for “eligible property” acquired by a CCPC on or after April 19, 2021, and that becomes available for use before January 1, 2024, up to a maximum amount of $1.5 million per taxation year. The immediate expensing would only be available for the year in which the property becomes available for use. The $1.5 million limit would be shared among associated members of a group of CCPCs. The limit would be prorated for taxation years that are shorter than 365 days. The half-year rule would be suspended for property for which this measure is used. For those CCPCs with less than $1.5 million of eligible capital costs, no carry-forward of excess capacity would be allowed. Eligible property under this new measure would be capital property that is subject to the capital cost allowance (CCA) rules, other than property included in CCA classes 1 to 6, 14.1, 17, 47, 49 and 51, which are generally long-lived assets. https://www.canada.ca/en/department-finance/news/2022/02/expansion-of-the-eligibility-for-tax-support-for-business-investments.html

Hello JoAnna23 This is an issue with Microsoft settings forcing you to their Microsoft App Store. To disable : >>Change my app recommendation settings. >>Change to anywhere. https://www.ghacks.net/2023/04/01/how-to-fix-the-app-youre-trying-to-install-isnt-a-microsoft-verified-app-on-windows/

Hello Ron1stCBC, >>Go to Right Hand Screen - Interview SetUp >> Investment income and expenses >> Foreign income and foreign property (T1135) "-->"(blue arrow) >>Go to Left Hand side of screen >>Foreign income and property >>Section [Foreign non-business income] >>Foreign employment income “+” < - - CLICK on “+” *Description of the source of the foreign income [IRS W-2] If you are entering amounts in Canadian dollars, enter 1 for the exchange rate. The average exchange rate for $US was 1.3497 in 2023. See the Bank of Canada's website (www.bankofcanada.ca) for other exchange rates. Exchange rate to apply [1.3497] *Foreign employment income already entered on a T4 page *Foreign employment income not entered on a T4 page [$25,000.00] < = = HERE *Employment expenses related to the foreign employment income *Sales expenses *Travelling expenses $500.00 < = = HERE Other foreign employment expenses - specify Description *Amount of foreign tax paid $2,500.00 < = = HERE -payroll withholding < - - State and Federal (IRS) -medicare / social security <- - - Include – Note is best to confirm these with CRA as it may have changed