Geo123

Hello alembic.bass, 1) BC Renter's tax credit (BC479) Line 60576 has conditions eg. Income Starting in the 2023 tax year, a renter's tax credit based on annual income has been introduced. For 2023 this tax credit will give $400 to low- and moderate-income renter individuals and families with an adjusted income of $60,000 or less. Individuals and families with an adjusted income greater than $60,000 and less than $80,000 may receive a reduced amount. https://www2.gov.bc.ca/gov/content/taxes/income-taxes/personal/credits/renters-tax-credit 2) 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) -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 NOTE : You can not ReFile if you did not originally NetFile. You must do a T1-Adjustment

Hello Russ Welch, 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 DMH, The ability to import the previous year's tax file prepared with UFile for Windows into UFile ONLINE is possible (from 2016). Prior years would have to be entered manually. In UFile ONLINE select the green button [Import an existing file] Allows you to import the previous year's tax file prepared with UFile for Windows into UFile ONLINE (for the Identification and carry forward information only) (Note can also import a file to a Mac ONLINE if you used UFIle Win last year) >>Create a new UFIle ONLINE account https://secure.ufile.ca/account/Register >>Browse to select your file (and enter pw if it was encrypted by you) **Can not import current year file directly is Carry Forward of prior year i.e is not actually import of current year but of *prior year information and the Carry Forward **

Hello albatross, You are welcome. If entering the number, It should be 15 characters.

Hello Halla, Please see below. (1.) NETFILE Access code did not match our records. Make sure you have Your unique Access code (8 characters) can be found on your Notice of Assessment (NOA) for a previous tax year. This eight-character Access code is made up of numbers and letters and is located on the right side of your NOA. The placement and labelling of the Access code differs slightly depending on the version of the NOA you are looking at, but will always be on the right side of the NOA. On the paper version of your NOA as well as the PDF version in My Account, the Access code is not labelled, but can be found directly underneath the Date issued at the top right of the page. If you are viewing your NOA in My Account or using the Express NOA service in certified tax software, the Access code is found directly under the Notice details box at the top right of the page. OR Call the CRA 800-959-7383 The NAC is not required to NetFile. While this Access code is not mandatory, if you do not enter your Access code, you will not be able to use any information from your 2023 tax return when confirming your identity with the Canada Revenue Agency. You will have to rely on other information for authentication purposes. (2.) You have not completed all of the required electronic submissions >>Next to section that says : When you are ready to file, click “File my return now!” MUST CLICK HERE ----> [ ] / !\ I agree with the terms and conditions and Privacy Notice

Hello Manish, 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 Jason1029, You are welcome. That is correct, you should contact the CRA. 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 jmfskipper, See below for an example of how to enter the 1042-S. Regarding X or X-Y and "Income exempt under a tax treaty" (probably not) please contact the CRA. Example : There are various types of IRS investment tax slips * 1099-DIV *1042-S Summary of Investment Income To enter these IRS slips:.For example 042-S Summary of Investment Income >>>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 [042-S Summary of Investment Income] 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 [$25.00]

Hello WallyM, You are welcome.

Hello A Brayley, Note that if income is greater than $65.000 than amount is $0 on Line 63095

Hello customer UFILE windows, Please contact UFile Support. Please include above note. Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us

Hello albatross, Correct, it should be 15 characters . Note if you do not have one it is not required.

Hello Russ Welch, In the T4 select : Exempt (CPP/QPP, EI, PPIP) (Warning: If exempt, see help.)28 [Exempt EI (rare!)]

Hello stalance, Please contact the CRA to determine if the ICBC license eligible and if so, where is it deducted. eg. T2125 / T777. 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 stalance, Please contact the CRA to determine if CMHC mortgage insurance premiums are eligible (the CRA website indicates they are not) and if so, where are they deducted. 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 kar01363, Please contact UFile Support so we may correct your payment issue. Please include above note. Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us

Hello taxhelp, You can not Netfile twice, as per the error code Result:16. You can only Refile. In your case, since you have an error you can not Refile, you must use the T1-ADJ form. 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) -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 NOTE : You can not ReFile if you did not originally NetFile. You must do a T1-Adjustment.

Hello Taxman69, Sorry I have no update.

Hello Saad Muhey, You are welcome.

Hello Relic, You are correct, it is a CRA restriction that you must use the T1-Adj for a REFile if you have a pension split. You can still use UFIle to submit the T1-Adj. You will have to determine the before and after values by updating UFIle and noting the new amount (as well s the previous amount). Keet the receipts in case CRA asks for them. You can use the program to make an adjustment to a tax return that has already been filed. Make sure you have received your notice of assessment before asking for changes to your return. NOTE: We recommend that you keep your previously filed tax return and prepare separately an amended tax return based on the changes you make. Print this amended tax return and compare it with your original tax return. Take note of the line numbers that are affected, as you will need them when completing your adjustment request. To do so, please follow these steps: 1- On the "Left-side menu of the Interview tab", click on "Interview setup". 2- On the page that appears to the right, scroll down to the "Other topics" section, check the box for "Adjustment request for a tax return that has been filed" and click "Next" at the bottom of the page. 3- Return to the "Left-side menu on the Interview tab", select "Adjustment request" at the bottom of the list and, on the right-hand side of the screen, click on the plus "+" symbol to the right of the form you need, either "T1-ADJ adjust a federal tax return" or for Quebec residents "TP-1.R adjust a Quebec tax return". 4- Select the "Taxation year" you want to correct from the drop-down menu to your right, and then enter the relevant information. 5- For the question "Line number of the jacket regarding the adjustment", choose the one that applies from the drop-down menu. Then, on the next two lines, enter respectively the amount that was claimed on the original tax return, followed by the revised amount to be claimed on the amended tax return. 6- If you have multiple lines to correct, click on "+ Add another" to add additional lines. 7- If you have additional information or explanations, fill out the bottom section. If needed, attach a separate sheet with your adjustment request by recording the necessary information. If applicable, provide also the corresponding line number for the credit. 8- For Québec residents who wish to amend both their federal and Québec returns, on the "Left-side menu of the Interview tab", click again on "Adjustment request" at the bottom of the list and repeat the procedure. 9- Once you have completed your adjustment request(s), click on the fourth tab "Tax Return". 10- Double check to make sure the adjustment request(s) are completed correctly. Then, click on the "Print" icon, choose the option "Selected pages" and on the list to the right, select the pages to print, i.e., the forms T1-ADJ (federal) and/or TP-1. R (Quebec). To select multiple pages, press and hold the "Ctrl" key on your keyboard when clicking the pages to print from the list. Finally, click on the button "Start printing". Please note that you cannot submit an adjustment request electronically via NETFILE. You must print and mail the T1-ADJ and/or the TP-1. R. Be sure to sign your request(s) and provide all supporting documents. Also, please make sure to include a telephone number where the CRA and/or Revenu Quebec may contact you during the day. The CRA will send you a Notice of Reassessment once your adjustment request has been processed. Revenu Québec will do the same once they processed your TP-1. R form.

Hello WallyM, You received a T4A slip with an amount in Box 048, for the professional service fees you earned. Note that this amount does not include taxes. To enter this amount in the program, follow the steps below: 1. On the "Left-side menu on the Interview tab", select "Interview setup". 2. On the screen that appears on the right, go to the "Pension" group and check the box "Pension income, other income and split pension income (T4A, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)". Then, go to the "Self-employment" group and check the box "Self-employment business income". If you paid tax by instalments, go to the group "Tax paid by instalments and tax transfer" and check the box "Tax paid by instalments and tax transfer" then click "Next" at the bottom of the page. 3. Return to the "Left-side menu on the Interview tab" and select "Pension income, T4A". 4. On the page appearing to your right, click on the plus sign "+" icon to the right of the line "T4A - Pension, retirement, annuity and other income". 5. On the new page generated, enter the amount shown in Box 048 of your T4A to the line "Fees for services (report this amount as a T2125 - Business or Professional income)", in box 048. 6. Return to the "Left-side menu on the Interview tab", select the item "Self-employment income" and on the page appearing on the right, choose the appropriate option, either "T2125 - Business income" or "T2125P - Professional income". 7. On the page "T2125 - Business identification", enter the name of the business on the line "Name of the business (or your own name if the business does not have one)", then enter the other information in the mandatory fields marked with a red asterisk. 8. On the field for "6-digit code from the North American Industry Classification System", enter the code that best describes your industry. If you do not know the code, click on the tool tip (the question mark) (?) next to the box to get the list. 9. On the line "Products or services and their respective percentage (%) in the total income (mandatory for a Quebec return)", in the field on the right, enter your main service or product and enter the percentage (%). If you have other products or services, click on the "plus sign +" icon on the right to generate another field. 10. On the next page, "Income, expenses", enter the amount from Box 048 of the T4A on the line "Fees for services (T4A Box 048) (Enter the total if you have more than one amount)". If you have expenses, enter them in the boxes corresponding to their description. 11. If you paid tax by instalments, return to the "Left-side menu on the Interview tab", select "Instalments and tax transfers" and on the screen to your right, choose the option "Income tax paid by instalments" and enter the amounts paid to the federal government and to the Quebec government for residents of this province. 12. For expenses, if your company is registered for the GST and HST (QST), these expenses must be entered before taxes to reflect the ITRs and ITCs that you claimed. 13. For residents of Quebec, if you wish to pay your registration fee for Quebec, return to the "Left-side menu on the Interview tab", choose the "Self-employment income" section in the screen located at right and choose the option ''Q438 - Quebec annual registration fee for the enterprise register''. The gross amount will be carried over to lines 13499 or 13699, while the net income will be reported on lines 13500 or 13700 of the federal return. If applicable, this amount will also appear on line 154 of the Quebec return as well as line 25 of Quebec Schedule L. The program will also generate federal form T2125, as well as Quebec form TP-80 if applicable.

Hello PhoebeK, 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 Frank360, 1) Unfortunately you can not import a PDF file - you will have to enter your identification and carry forward data for the Rentals-CCA and capital losses from prior years etc 2) For 3-4 returns UFIle 4

Hello sdhFamily, 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 entered a percentage of less than 1% for box 14 of the T5007 slip. Since UFile will be using 0%, the Manitoba credits (MB479) will not be claimed." There is no box 14 on the T5007

Hello walhay, IF the above process is not successful (above process has been tested and no issues have been reported). You can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us