Geo123

Hello KFraser11, Please refer to the Schedule : Medical expenses (Federal)

Hello MLi, Unfortunately, UFile T2 does not support Schedule 9 T2SCH9 Related and Associated Corporations OR schedule 23- Agreement Among Associated Canadian-Controlled Private Corporations to Allocate the Business Limit. However, we have professional software DTMAX which supports the above schedules. If you want more information about that software, please contact us. Phone: 514-733-8355 or 1-800-663-7829 / E-mail sales@drtax.ca Website: https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtmax/dtmaxt2.html DT Professional Suite - Thomson Reuters DT Tax and Accounting | DT Professional Suite The DT Professional Suite is a suite of software for Accounting Firms and CPAs, innovative productivity and client service tools designed specifically for Canadian tax and accounting professionals. https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtmax/dtmaxt2.html

Hello Bqurious, The COMMUNITY forum can not provide tax advice or tips. Please 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 AChan, Remember that according to CRA rules, you must claim the amounts first on your own federal return (the student), to reduce the tax payable. Please note that you can carry forward the surplus to a future year or transfer it to a parent or grandparent. To do this, go to the line "Treatment of unused tuition, education and textbook amounts" and in the field to your right, choose the option that suits you.

Hello Paul25252525, 1. On the "Left-side menu of the Interview tab", select "Pension income, T4A, split pension". 2. On the page to your right, choose the option "Split pension income with your spouse". 3. For the line "Do you wish to split eligible pension income with your spouse (if in Quebec)?", from the drop-down menu on your right, choose the option that suits you best among the following three: a) Let MaxBack decide. b) Transfer to spouse (if eligible). If you choose this option, you must specify the amount that you transfer. c) Do not transfer to spouse. < - - - HERE Moreover, under the "Tax return" tab, you will find a document entitled "Report on split-pension income". By reviewing this report, you will be able to determine which one of the possible pension incomes splitting scenarios is the most beneficial for your couple.

Hello Nicola, The Netfile for multiple jurisdictions is not yet available from the CRA, it should be available shortly.

Hello Citroniie, Go to >> OTHER INFORMATION (COVID-19 benefits) (click on the triangle to see the list of choices) (A payment of fees for services under code 028 should be entered in Box 048)

Hello Willson21, Unfortunately these are the only known fixes at this time, you should mail the tax return. Print Tax Return to mail / Mail Return / Print Return / Print PDF T1 and T2 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 ~~~~~~~For the Tax Return Instructions~~~~~~~~~~~~~~~~ >>Tax Return (tab 4) T1 comparative summary TP1 comparative summary Assembly instructions p1 <- - - HERE Assembly instructions p2 You only need to send to CRA those pages with [CRA] printed on the top left hand corner. CRA - Address: https://www.canada.ca/en/revenue-agency/corporate/contact-information/where-mail-your-paper-t1-return.html

Hello Guest1,

Hello John K., 1.18.1 The CRA takes the view that eligible medical expenses include the goods and services/harmonized sales tax (GST/HST) that is added to the cost of certain medical services. https://www.canada.ca/en/revenue-agency/services/tax/technical-information/income-tax/income-tax-folios-index/series-1-individuals/folio-1-health-medical/income-tax-folio-s1-f1-c1-medical-expense-tax-credit.html

Hello Saad Muhey, You cannot undo refile once you clicked the button but you don’t need to undo Just leave as and don’t file it (again). REFile mode can not be enabled unless already NetFiled - is not possible Did you activate by mistake ReFILE Revenu Quebec? If yes, please open your tax return and go to the section "Revenu Quebec ReFILE". "Enter details of the adjustment being made within the amended Quebec return" - A description is mandatory. You can enter "No changes".

Hello Nadzpan, 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

Hello Godzilla, You are welcome. Please check with 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 crazystormboy, Please contact the CRA to determine the Non Resident status : 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 To apply for the RC151 GST/HST credit you must be a Canadian resident. The GST/HST credit is a non-taxable amount paid four times a year to individuals and families with low and modest incomes to help offset the goods and services tax/harmonized sales tax (GST/HST) that they pay. Eligibility criteria for the GST/HST credit You are eligible for this credit if you are a resident of Canada for income tax purposes at the beginning of the month in which the Canada Revenue Agency (CRA) makes a payment. In the month before the CRA makes a quarterly payment, you must be at least 19 years old. If you are under 19 years old, you must meet at least one of the following conditions during the same period: • You have (or had) a spouse or common-law partner. • You are (or were) a parent and live (or lived) with your child. If you are turning 19 before April in the year after you became a resident of Canada, you can apply for the GST/HST credit now. Generally, you have to be 19 years of age or older to get the GST/HST credit, but you can be younger than 19 to apply. Who is considered a resident of Canada You are considered to be a resident of Canada when you establish sufficient residential ties in Canada. Residential ties include: • a home in Canada • a spouse or common-law partner who lives in Canada • dependants who live in Canada If you got a letter from the CRA about your residency status, include a copy of it with this application. If you are not sure if you are a resident of Canada, send Form NR74, Determination of Residency Status (Entering Canada), and include it with this application. The CRA will give you an opinion about your residency status. You need a social insurance number You and your spouse or common-law partner (if you have one) need a social insurance number (SIN) to apply. However, if Service Canada will not give you a SIN, you can still apply by filling out this form and attaching a letter explaining why you cannot get a SIN. You must also attach a clear photocopy of any of the following documents: • passport • driver's licence • visitor record • birth certificate or proof of birth • any document issued by Immigration, Refugees and Citizenship Canada • any document that proves your or your spouse’s or common-law partner’s https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/rc151/rc151-23e.pdf

Hello ningbolxy, You must purchase a sperate UFile installation for each tax year. https://secure.drtax.ca/ufileshop/2023/storespec.asp

Hello Huong, Enter as an addition and leave the opening UCC blank. FYI : When can you deduct motor vehicle expenses? You can deduct motor vehicle expenses in the following circumstances: If you own one rental property – You can deduct reasonable motor vehicle expenses if you meet all of the following conditions: you receive income from only one rental property that is in the general area where you live you personally do part, or all, of the necessary repairs and maintenance on the property you have motor vehicle expenses to transport tools and materials to the rental property You cannot deduct motor vehicle expenses you incur to collect rents. These are personal expenses. https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/rental-income/completing-form-t776-statement-real-estate-rentals/rental-expenses-you-deduct/motor-vehicle-expenses.html

Hello river, Leave the postal code blank.

Hello Mahogany Bomber, You can create a separate account for the Dependant and claim the renter’s tax credit as Family Head in that account AND keep the Dependant in the current file (but do not file) for the credits. FYI -B.C. renter's tax credit Who's eligible for the credit For the 2023 and subsequent tax years, you can claim the renter’s tax credit if you meet the following criteria: During the year: You occupied an eligible rental unit in B.C. under a tenancy agreement, licence, sublease agreement or similar arrangement for at least 6 one-month periods Rent was paid for that rental unit On December 31 of the tax year, you were a resident of B.C. and you were: 19 years of age or older, or A parent, or Cohabiting with a spouse or common-law partner Note: Eligible tenants who rent and occupy an eligible rental unit under a rental or tenancy agreement together but are not married or in a common-law relationship with each other (roommates) may each claim their own renter's tax credit if all other criteria are met. You cannot claim the renter’s tax credit if you: Are the cohabitating spouse or common-law partner of a renter who has already claimed the credit for the tax year Were confined to a prison or similar institution on December 31 of the tax year and were confined for periods totalling more than 6 months during the year Were an employee of a foreign country or resided with a family member or a servant of the employee of a foreign country in Canada Die before the end of the year https://www2.gov.bc.ca/gov/content/taxes/income-taxes/personal/credits/renters-tax-credit#whos-eligible-for-credit

Hello atia, Please contact the CRA or consult with a tax advisor. This COMMUNITY forum does not provide tax advice or suggestions. You can also contact teh 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 JCK, No you can port the data to a new tax file, it must be entered manually.(in the current year you select "Change In status")

Hello JCK, >>

Hello AL007, UFile Update *Settings (upper right hand corner) Tax return counter... Check for updates... < = = HERE Register EFILE-NetFiIe setup RRSP Calculator Retirement Planner [Check for updates] [x] Check for updates automatically

Hello AL007, UFile Update *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

Hello Gormenghast, There is no one section to turn off MaxBack. In the Family Head section Go to Controls : >> >> >> >>

Hello ludogo, Medical expenses also appear in the Spouse's file (and the Dependant)