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Geo123

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Everything posted by Geo123

  1. Hello LeifS, Yes you can. 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)
  2. Hello T777, Employment expenses NOTE – you require federal form T2200 from your employer >>Go to Right Hand Screen - Interview SetUp >> Employment and other benefits >> Employment expenses *T777S - Employment expenses for Working at Home Due to COVID-19 for an employee earning commission income < - - x2023 *T777S - Employment expenses for Working at Home Due to COVID-19 for an employee earning a salary < - - x2023 *T777 - Eligible employment expenses for an employee earning commission income < - - -HERE *T777 - Eligible employment expenses for an employee earning a salary income < - - OR-HERE * T777 - Eligible employment expenses for forestry operations * T777 - Eligible employment expenses for a salaried musician *T777 - Eligible employment expenses for an apprentice vehicle mechanic, painter, body repairer *T777 - Eligible employment expenses for a tradesperson -------- • On the "Employment expenses" page that appears, record the name of your employer and all relevant information, please use the form that your employer gave you. Finally, click "Next" at the bottom of the page. • To enter your eligible motor vehicle expenses, click on "Motor vehicle expenses" in the "Left side menu on the Interview tab". In this section, choose the appropriate option depending on your situation and complete the page accordingly.* • If you received an "Allowance for motor vehicle expenses", enter the amount on the line "Motor vehicle expenses (excl. CCA & interest)". • If you worked at home, choose the subsection "Home office expenses" to enter your home office expenses, if you have any. T777 – Employment expenses – NOT COVID NOTE – you require federal form T2200 from your employer >>Go to Right Hand Screen - Interview SetUp >> Employment and other benefits >> Employment expenses *T777S - Employment expenses for Working at Home Due to COVID-19 for an employee earning commission income < - - x2023 *T777S - Employment expenses for Working at Home Due to COVID-19 for an employee earning a salary < - - x2023 *T777 - Eligible employment expenses for an employee earning commission income < - - -HERE *T777 - Eligible employment expenses for an employee earning a salary income < - - OR-HERE * T777 - Eligible employment expenses for forestry operations * T777 - Eligible employment expenses for a salaried musician *T777 - Eligible employment expenses for an apprentice vehicle mechanic, painter, body repairer *T777 - Eligible employment expenses for a tradesperson -------- • On the "Employment expenses" page that appears, record the name of your employer and all relevant information, please use the form that your employer gave you. Finally, click "Next" at the bottom of the page. • To enter your eligible motor vehicle expenses, click on "Motor vehicle expenses" in the "Left side menu on the Interview tab". In this section, choose the appropriate option depending on your situation and complete the page accordingly.* • If you received an "Allowance for motor vehicle expenses", enter the amount on the line "Motor vehicle expenses (excl. CCA & interest)". • If you worked at home, choose the subsection "Home office expenses" to enter your home office expenses, if you have any. Amount for an eligible dependent (aka equivalent to spouse amount) You may be able to claim this amount if, at any time in the year, you met all the following conditions at once: * You do not have a spouse or common-law partner; * You supported a dependant in 2023; * You lived with the dependant in a home that you maintained. You cannot claim this amount for a person who was only visiting you. In addition, at the time you met the above conditions, the dependant must also have been either. * Your parent or grandparent by blood relationship, marriage, common-law partnership or adoption; * Your child, your grandchildren, brother or sister and she is under 18 years of age or has, an impairment in physical or mental functions. To claim the amount for an eligible dependant, you must first create the dependant's file. To create this file, follow the steps below: 1. On the "Interview" tab, click on "Add dependant" on the line to the right; 2. On the page entitled "Dependant identification", enter the dependant's information. Please note that the lines followed by a red asterisk are mandatory fields. 3. If the dependant is an adult, you must complete the page "CRA questions", as well as the "Revenu Québec questions" for residents of Quebec and claim the solidarity tax credit. 4. If you have multiple several dependents, repeat step 1. Once the dependant's file has been created, and you meet the eligibility criteria (see link below), the program will make the claim for the eligible dependant amount automatically with no additional entries required. If you have 2 or more children, the program will automatically select the child for whom the eligible dependant amount will be claimed. However, if you want to choose a specific child for this claim, please follow these steps: 1. On the "Left-side menu on the Interview tab" of the child's file, located on the left-hand side, click on "Controls". 2. Then, on the page appearing on the right, select "Let MaxBack decide" to the question "Claim this dependant as the eligible dependant on federal 30400?". The program will claim the eligible dependant amount on line 30400 of the Federal return, and line 5816 of your provincial forms (other than Quebec, which does not have an equivalent form). In addition, Schedule 5 will be generated by the program. For additional information on the eligible dependant amount, please consult this 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-305-amount-eligible-dependant.html
  3. Hello WWL, Please contact UFile Support so we may review the file confidentially. Please include above note AND a screen shot. Attn : Geo Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us
  4. Hello Glenn Keays, For Line 22900 – Other employment expenses - if "0" then you do not need to enter anything.
  5. Hello Tien, Thanks for the clarification. You are welcome.
  6. Hello COTTSRUFS, Please Unistall and reinstall UFile. Uninstall: To remove UFile * for Windows, follow these instructions: 1. Go to "Start". 2. Go to "Settings". 3. Select "Control Panel". 4. In the "Control Panel", select "Programs and Features". 5. Locate UFile * and right click to « Uninstall » or « Remove » Reinstall: Download and install the latest version as follows: 1. Download the latest version (which includes all updates) at: https://www.ufile.ca/products/cvitp 2. Save it to your Desktop OR Downloads. 3. Install the program using the instructions for the situation that applies to you: a) Installing for the first time: Double-click the file on your Desktop OR Downloads. Follow the instructions displayed on the screen. b) Older version of UFile 20xx already installed: Double-click the file on your Desktop. When asked to "Repair" or "Remove", select "Remove". Double-click the file on your Desktop a second time. Follow the instructions displayed on the scren. VERY IMPORTANT! During the installation, the software will ask you the folder of the application. If the folder by default is C:\Program Files 9x86) \UFile 2023, please click the "Change" button, and enter it manually: C:\UFile 2023. After reinstalling reboot the pc.
  7. Hello Tien, Please consult with the CRA . https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/sole-proprietorships-partnerships/report-business-income-expenses/claiming-capital-cost-allowance.html 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
  8. Hello halejako, 1. To reinstall UFile Windows 2022 and open the .u22 file (and save as PDF) go to this link : https://cdn.ufile.ca/ufile/UF2022AMGH48YHVNENB238L3C9T3Z/ufile2022.exe 2. To import (Carry forward) UFIle Windows 2022 to UFile 2023 ONLINE 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)
  9. Hello andy12343214, Please verify with teh CRA. Line 21900 – Moving expenses: Eligible moving expenses 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-21900-moving-expenses/line-21900-expenses-you-deduct.html 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
  10. Hello pollyrs, You are welcome. 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
  11. Hello PATMAC, Line 25200 – Non-capital losses of other years Generally, a non-capital loss for a particular year includes any loss incurred from employment, property or a business. If your allowable business investment loss (ABIL) realized in the particular year is more than your other sources of income for the year, include the difference as part of your non-capital loss. 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-25200-non-capital-losses-other-years.html
  12. Hello ALB tax, 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.
  13. Hello Tien, I do not know what HELOC means, however all interest for the T776 Rental should be entered in the T776.
  14. Hello Dawnchen, T1135 ===== Do not use REFile. Click [File the T1135 now! - - >] AFR ==== 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
  15. Hello Dan1024, 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
  16. Hello Linda Parry, Glad to hear it.
  17. Hello RUOJUN WU, Please contact your bank for the appropriate slip(s). For example : Transfer under paragraph 60L
  18. Hello Julia2023, Please contact UFile Support so we may review the account. You can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us
  19. Hello Pixelpusher, Yes it appears that the T4 was incorrectly made. Enter the amount from Box 14.
  20. Hello YVRTax, We are still waiting on the fix from the CRA
  21. Hello SSLee, This issue may occur if one of the following conditions is true: The Windows Installer files are damaged or are missing; You install or remove a program that uses the Windows Installer Microsoft Software Installation (MSI) package file. To resolve this issue, close the Windows Installer service and then re-register it in the Registry. This procedure ensures that the Windows Installer engine is working properly. 1. Click "Start". 2. Open the "run" box (Windows key + R). 3. Type msiexec.exe /unreg (leave a blank space between "msiexec" and "/unreg") . 4. Click "OK". 5. In the "run" box , type msiexec /regserver (leave a blank space between "msiexec" et "/regserver"). 6. Click "OK". 7. Try to install the application and see if the issue persists.
  22. Hello JDR, Then enter the slip in the appropriate section without refiling.
  23. Hello Dawnchen, Verify all fields have been completed in the T1135 interview, for example see below. Otherwise you can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us
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