Geo123

Hello 1973cudaman, You are welcome. Please contact UFile Support so we may review the file confidentially. Please include above note and T5007 slip. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello 1973cudaman, Does not appear on CRA website for T5007 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

Hello ufileacc2 Please contact UFile Support so we may review the file confidentially. Please include above note. ATTN : Geo Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello DanielUFILE2023, Select Start > Settings > Update & Security > Windows Security and then Virus & threat protection > Manage settings. (In early versions of Windows 10, select Virus & threat protection > Virus & threat protection settings.) For details please contact Microsoft https://support.microsoft.com/en-us/windows/stay-protected-with-windows-security-2ae0363d-0ada-c064-8b56-6a39afb6a963

Hello ChrisHanks, When you contribute to an FSHA, you will receive a T4(FSHA) tax slip [as well as a Relevé 32 if you reside in Québec] from your financial institution. To enter your T4(FHSA) slip into your tax return, please follow the steps below: ENG: https://youtu.be/UK6hcnP0w_g 1.In the “Interview” section, click on the “Interview setup” page on the left side of the screen. 2.On the “Interview setup” page, scroll down until you see the option: “Pension income, other income and split pension income, COVID-19 benefits (T4A, T4FHSA, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)”. 3.Place a check mark next to it and click the blue radio button, and the page will jump directly to the “T4A, T4FHSA, Pension and retirement income” page. 4.On the “T4A, T4FHSA, Pension and retirement income” page, select “T4FHSA – First home savings account statement” by clicking the little plus sign (+) to the right. 5.On the "T4FHSA - First home savings account statement" page, enter your information from the slip onto the page. 6.Click “Next” at the bottom of the screen to continue. 7.Return to the left side column of the screen and click on the "Interview setup" page and scroll down till you see "RRSP, HBP, LLP, FHSA, other plans and funds (T5006)" and click on the blue button. The page will jump directly to the page “HBP, LLP, FHSA, and other plans and funds”. 8.On the “HBP, LLP, FHSA and other plans and funds “ page, select “FHSA information, limit” and fill in the page. *Deduction on T1 Line 20805 – FHSA deduction Note: If you wish to limit the deduction of your contribution, add the amount to deduct on the second line. The remainder will be carried forward to use next year. Keep in mind that the carry forward plus the yearly contribution cannot exceed $8000. Leave the third line blank until you have withdrawn money from the T4FHSA to purchase a qualifying home. The deduction will appear on Federal line 20805. >> For more information on this topic, please refer to the link below to the Canada Revenu Agency. https://www.canada.ca/en/revenue-agency/services/tax/registered-plans-administrators/first-home-savings-account/application-package.html If you are a resident of Quebec, the deduction will appear on line 215 of your Quebec tax return. For more information from the Revenu Québec website, please click on the link below: https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/how-to-complete-your-income-tax-return/line-by-line-help/201-to-260-net-income/translate-to-english-ligne-215-deduction-pour-celiapp/ https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/rl-32-t/

Hello Jeff C, Thanks for the update.

Hello AngeloMtl459, Glad to hear it, you are welcome.

Hello AnnaO, F362] You have to confirm that your spouse's adjusted taxable income is NIL. Click here. 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

Hello Robert Moore, I am unaware of this 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

Hello ChrisE, The tax download from the CRA is from the employer. IF the employer slip indicates an amount then enter it.

Hello msfix, These CRA errors are beyond our control. Check your Anti-Virus / Firewall / VPN (if applicable) settings. Otherwise the CRA Servers may be busy and time-out. Contact the 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 Vesal, 30% of the house for my work area = 70% Employment Expense online calculator : Indicate the percentage (%) Of your home that is used for personal, non-business relate purposes. = 100 -c To calculate the percentage of work-space-in-the-home expenses you can deduct, use a reasonable basis, such as the area of the work space divided by the total finished area (including hallways, bathrooms, kitchens, etc.). If you are working in a designated room Since the room is used only for work, the percentage Of your home used as a work space is also the percentage Of your work space used for employment purposes. A = Size of work space (designated room or shared area) B = Total finished area of home C = Percentage of your home that you used as a work space (rounded two decimal places) C AE x 100 If you are working in a common (shared) area You need to calculate the percentage of the work space that was used for employment purposes by providing the numbers of hours worked in that space within a calendar week (7 days or 168 hours). D = Number of hours (hours worked in a work week) E = 168 hours F=D/E C = Percentage of your home that you used as a work space (rounded two decimal places) C = A/B x F x 100 CRA Employment Expense online calculator : https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-22900-other-employment-expenses/work-space-home-expenses/calculate-expenses.html

Hello Iryn, Glad to hear it, you are welcome.

Hello wilest, You must have an incorrect 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

Hello Jeff C, Double check you did not inadvertently open a T2125 or second T776. UFile does accept a fiscal year start date other than January 1, year end must be December 31.

Hello Hoody, You are welcome, glad to hear it. Thanks for the update.

Hello pinky, The software allows you to prepare the tax returns in the format asked by the CRA or Revenu Québec. In the 'NETFILE' tab, it allows you to send the tax return electronically (if eligible). Did you receive confirmation numbers after filing for each member of the family for both returns (federal and Quebec)? If yes, the tax returns were sent successfully to the CRA and Revenu Quebec. If you received the confirmation numbers, you can find them in the section "Federal submission" from the NETFILE tab - federal return, and in the section "Quebec submission" for the provincial return. . IMPORTANT! The confirmation number for the purchase of the software is not the same as the confirmation number given by the CRA after the NETFILE transmission. Please also note that the confirmation number is given by the government, not by UFile. You can verify the status of your tax return by phone (1-800-267-6999, 1-800 959-8281) or on CRA website, in "My account". http://www.cra-arc.gc.ca/esrvc-srvce/tx/ndvdls/myccnt/menu-eng.html

Hello Tapestry, Pension Split The program automatically processes the tax you already paid on the eligible pension income in proportion to the elected split-pension amount. This result is on : Spouse Return : Elected split-pension amount [11600 ] Family Head Return : Deduction for elected split-pension amount [2100] The calculation can also be viewed in Step 5 of the federal T1032 form, available under the "Tax Return" tab. To view the optimization and savings for the pension split pleas refer to the report “Report on split-pension income”. The split is not always optimal at 50%, and this report will show you with and without the allocation. Report on split-pension income – 2023 Checklist - Medical expenses Report on split-pension income < - - - HERE Report - tax savings reconciliation Worksheet (Federal) p1

Hello YVRTax, Glad to hear it and thanks for advising us.

Hello Jeremy, Glad to hear it, you are welcome.

Hello pinky, RE : Do you have any idea how I can get 100% amount U.S TAX >>No - please consult an accountant The 1042-S should be entered as follows To enter these IRS slips:.For example [1042-S / 28 Gambling winnings] >>>Interview setup (left hand navigation pane - - beneath “CRA Express NOA”) >> Double click “interview setup” >>On right hand of screen Find the section [Investment income and expenses] >>Select Foreign income or foreign property (T1135) - - > >>Foreign capital gains - Stock, mutual funds & other non depreciable property >>In the section [Foreign non-business income] >>Income from foreign dividends (or interest / capital gains / other) *Country from where you received the foreign income If the country signed a tax treaty with Canada, a deduction under 20(11) will not be allowed. [United States (tax treaty with Canada)] *Description of the source of the foreign income [1042-S / 28 Gambling winnings] 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] *Amount of foreign income received [$1,000.00] *Amount of foreign tax paid [$250.00]

Hello pjdub56, You are missing a corresponding field. Example :

Hello HaroldHecuba, 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 J David M Thompson, Please check with the issuer of the T4A slip. The most common for Box 16 is Registered Pension Plan :

Hello Luigi,