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Geo123

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Everything posted by Geo123

  1. Hello IanQC, Be sure to enter the %Home use to calculate the %Work use : 90% - - -> 10% >>
  2. Hello Happy, UFIle T1 will not support a Bare Trust / T3 Return. To address your specific needs, I would encourage you to contact us for our professional tax return solution DTMax.from Thomson Reuters. Sales Department 1 866 653-8629 / DT-sales@thomsonreuters.com T3: https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtmax/dtmaxt3.html
  3. Hello Jacquie, In the Interview Setup: Left hand side of screen : CRA Express NOA Interview setup < - - - CLICK Here T4 and employment income **On the Right Hand side of the Screen ** Go to the Section [Other topics]. Select “Other deductions and credits (including school supply and home buyers' amount)”. In the Section [Other credits] select “Federal line 31350 - Digital news subscription expenses ‘+’ ”. Complete the page: *Description of digital news subscription expenses, amounts in the $ field. click here. [Reuters] [$amount] *Enter the amount claimed by your spouse, if applicable This amount will automatically be carried over to line 31350 of your spouse's federal return. *Enter the amount claimed by another person (other than your spouse) You can claim up to $500 for amounts you paid in 2023 for qualifying subscription expenses. You must have paid the amounts for a digital news subscription to a qualified Canadian journalism organization (QCJO) that is primarily engaged in the production of original written news content and does not hold a licence broadcast. --------- Video : https://www.youtube.com/watch?v=gxfnEzFszuA
  4. Hello LEH, Try renaming the file ie resaving with a different name. Also try from a different computer (if possible) Otherwise, 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
  5. Hello TH2023, Refile with UFile ONLINE for Tax Year 2022 AND Tax Year 2023 --------------------- 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, please go to « NetFile » tab [5]. - - - > Federal [ ] File accepted Click on "Federal submission" section. 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 **prior years via CRA T1-ADJ NOTE : You can not ReFile if you did not originally NetFile. You must do a T1-Adjustment.
  6. Hello LaurenP, The T2200 is part of the tax filing and must be completed as per the T2200 from the employer. You should keep the hard copy for your records.
  7. Hello Sarafandee, 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
  8. Hello Mar K, 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.
  9. Hello Mar K, 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.
  10. Hello allelectrified, In Tab 4 - Tax Return
  11. Hello Frustrated1974, FHSA warning This message was mandated by the CRA as the there is a new program in place this year (FHSA - First Home Savings Account) and the CRA wants people to know that if they opened a FHSA, they must enter it into their tax return. It does not prevent filing. If you opened a FHSA, then enter it into your tax return. If you did not open a FHSA, then simply ignore it. Update UFile *Settings (upper right hand corder) Tax return counter... Check for updates... < = = HERE Register EFILE-NetFiIe setup RRSP Calculator Retirement Planner [Check for updates] [x] Check for updates automatically
  12. Hello Joy Layne, UFile – Employee Stock Options – T4 Box 38 Benefit (included in Box 14) / NOTE is Capital Gain when sell / security option deduction 1. On the "Left-side menu of the Interview tab", select "T4 and employment income". 2. On the screen to your right, choose between "T4 income earned outside Quebec" and "T4 and RL-1 (Relevé 1) income earned in Québec" depending on your province of residence. 3. Please note that the benefit on "Stock Option Benefit" in box 38 of the T4 is included in box 14. You will find box 38 in the middle of the page. 4. The boxes for "Security option deduction" that are entered in box 39 or 41 can be found in the drop-down list located at the bottom of the line "Other Information" (click on the triangle to see the list of choices)". Make your choice based on the box on your T4. In the field preceded by the sign "$", enter the amount on your T4. At the far right of the screen, there is an icon of the plus sign "+". By clicking on this icon, another line is generated to enter additional information, if necessary. For more information, please visit the following link: For the CRA: https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/benefits-allowances/financial/security-options.html We recommend that you carefully read each topic of this link. For Revenu Québec : https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/276-to-297-taxable-income/line-297/point-2/
  13. Hello albatross, It according to the CRA spec. Please 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
  14. Hello alembic.bass, You are welcome.
  15. Hello Norman Kling, 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.
  16. Hello IgorVN, It does not, QPP, EI, PPIP are based on the below.
  17. Hello qkt, RE : Error 15 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. 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. CRA Tel. : 1-800-267-6999 ------------------- VERY IMPORTANT! Please specify you want to unlock your NETFILE account (not "My account"). The NETFILE account is not the same as "My account" . Fix the errors, then try again to submit the return. Transmission VERY IMPORTANT! Please ignore the old error message from the CRA. 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!". -------------------
  18. Hello A Brayley, It is in UFile for Windows and ONLINE. >>Note it may appear under the Spouse file.
  19. Hello Halla, It is hard to say why it is not working. Please 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
  20. Hello Lewis, Canada caregiver amount for infirm children under 18 years of age - Line 30500 To qualify to this credit, the child must meet all the following conditions: a) Is under 18 years of age at the end of the year; b) Lived with both of you throughout the year; and c) Has impairment in physical or mental functions. NOTE: If you shared custody of the child throughout the year, the parent claiming the amount for an eligible dependent (see line 30400 of the general guide) can claim the amount from line 30500 for that child. You must decide together who will claim it, otherwise none of you will be entitled to it. For more information on line 30500, please consult the following CRA link: 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-30499-30500-canada-caregiver-infirm-children-under-18-years.html To claim this amount, go to the disabled child's file. 1. On the "Left side menu on the Interview tab", select the "Medical and disability". 2. On the right-hand side of the screen, click on the plus "+" icon to the right of the line "Infirmity and disability amount for the dependant". 3. In the page that appears, enter the answers to the questions, and specifically on the line "Dependent's disability entitles you to the federal amount for federal caregivers at the federal level?". The program will report the amount on line 30500 of the federal return. Caregiver not living with a person 18 or over with an impairment Since 2018, you can claim a refundable tax credit, if you were the caregiver of an adult with a severe and prolonged impairment in mental or physical functions. You provided care to this person for at least 365 consecutive days, including at least 183 days in 2022. You must have helped this person every day, even if they did not live with you. To add a dependant to your file, please follow the steps below: 1. On the line under "Family Members" click on the "Add dependant" option. 2. On the page that will appear to your right, complete the "Dependant Identification" page. Please note that it is not possible to indicate in the field "Marital status" that the dependant is married or has a common-law spouse, because you cannot file the tax returns of the couple within your file. Therefore, in your file, you must choose "single" as the marital status of the dependant. To file the tax return of a dependant who has a spouse, you must do it in a separate family. 3. Even if you must add the dependant to your file to claim an amount for this person, please know that you are not required to file his or her tax return along with yours. In the "Dependant identification" page, on the line "Does this taxpayer require a tax return?", answer "No" in the field on your right. Once you have completed the dependant's information, please follow these steps: 1. On the Dependant's "Left-side menu of the Interview tab", select the "Net Income" section. 2. On the page entitled "Dependant's net income", enter his net federal income on line 236 of his return and the net income for Quebec located on line 275 of the Quebec return. 3. Return on the "Left-side menu of the Interview tab" section on the dependant's file, select "Medical and disability". 4. On the page entitled "Dependant's infirmity and disability", enter the required information. On this page, you must indicate that the person has a disability and, to do so, you must answer the question "Name or description of dependant's infirmity" and answer other questions. 5. If that person lives in his or her own home, for the question, "Does the dependant's infirmity provide entitlement to the Canada caregiver amount?", you must answer "No". 6. To the question, "Does the dependant need assistance to perform a basic activity of daily living? (Certified by health professionals on line 46 of form TP-752.0.14-V)", you must choose the following answer "Needs daily assistance not living together". 7. Again, in the "Medical and disability" section, click on the plus sign + icon to the right of the line "Canada caregivers amount to claim for this dependant (line 30450) Quebec Schedule H - Eligibility and dates of qualifying period for this dependant (Quebec line 462)", you must answer the questions regarding the qualifying period for claiming this credit. In the caregiver's file on line 462 the Quebec return, an amount will be entered. In addition, Schedule H will be generated by the program and Part C, "Caregiver not cohabiting with an adult with a disability", will be completed. Dependant with a disability To claim the amount for a disabled person who is your dependant, you should specify the disability of that person in the dependant's file. To do so, follow the steps below: 1- On the "Left side menu on the Interview tab" of the dependant's file select "Medical and disability". 2- On the screen to your right, click on the plus sign "+" icon located on the right of the line "Infirmity and disability for the dependant". 3- On the page "Dependant's infirmity and disability", enter the relevant information. 4- You must indicate if the person is claiming the disability amount on line "Is the dependant's eligible for the disability amount on federal line 31600?". 5- On the line "Does the dependant's infirmity provide entitlement to Canada caregiver amount?". An answer is required to this question. 6- For Residents of Quebec, you must answer the 3 questions that are in the Quebec section. The third question relates to question 46 on form TP-752.0.14, which determines whether the person needs assistance with a common daily activity. 7- Return to the "Medical and disability" section and on the screen to your right click on the plus sign "+" icon located on the right side of the line "Canada caregiver amount to claim for this dependant (line 30450) / Quebec Schedule H - Eligibility and dates of qualifying period for this dependant (Quebec line 462)"and enter the relevant information. Schedule 5 will be generated by the program in the family head's file, and the non-refundable credit for caregivers will be reported on line 30450 or 30500 of step 5 of the federal return. As for the non-refundable credit for people with disabilities transferred from a dependent, it will be reported on line 31800 of step 5 of the federal return. For Quebec residents, if you wish to claim the caregiver amount, follow these steps: 1- On the "Left side menu on the Interview tab" of the family head's file, select "Quebec tax credits". 2- On the page to your right, scroll down to "Quebec line 462" group, and in the screen to your right choose "Schedule H - Dwelling information for the tax credit for caregiver". 3- In this page, from the drop-down menu, select the option that fits your situation. The program will generate Quebec Schedule H and will carry over the amount of refundable credit on line 462 of the Quebec return.
  21. Hello Wyteeee, It should be shortly. I do not have official confirmation.
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