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Geo123

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Everything posted by Geo123

  1. Hello ned1972, If you were a student who lived in a designated Ontario university, college, or private school residence, you may claim $25 as your occupancy cost for the part of the year you lived in such a residence. To find out if your residence is designated, contact your residence administrator or the Ontario Ministry of Finance at the following link: https://www.ontario.ca/page/ministry-finance
  2. Hello gouthro, You are welcome. Yes, you may correct them as required - keep a record of your changes. We only transmit to the CRA the consolidated totals.
  3. Hello CBlake05, Rejected Result:32 ------------------ The Canada Revenue Agency was unable to process your return. Our records indicate you are not filing an income tax return for the first time with the Canada Revenue Agency. This may be due to the CRA doesn't have your date of birth or Social Insurance Number on file. 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
  4. Geo123

    T4A page

    Hello TaxJames, The problem is not clear above. Under Lump Sum payments there is a missing field to the left of Box 018 which the issuer of the slip must provide. You can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us
  5. Hello DRama, Auto-Fill should work again perhaps CRA Servers are busy now.
  6. Hello Tien, For the T776 CCA you can not generate or increase a loss, the CCA will be carried forward if it can not be applied.
  7. Hello sjim, 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
  8. Hello mcmtax, Please try the above process. IF this fails you can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us
  9. Hello Alex44, What is a " health spending account"? If you paid for the eligible medical expense you can claim it.
  10. Hello gouthro, Regarding : "Will they be somehow elimanated when importedd: - no only you can correct the errors in the data, we have no way of knowing 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.
  11. Hello Nevar15, Please consult with an accountant.
  12. Hello JeffX, 1. On the "Left-side menu on the Interview tab", select "Interview setup". 2. On the page that appears to the right, go to the "Rental income" group, check the box "Rental property income" also if you paid tax by instalments. Then go to "Tax paid by instalments and tax transfer" group, check the box "Tax paid by instalments and tax transfer" and click "Next" at the bottom of the page. 3. Return to the "Left-side menu on the Interview tab", select "Rental Income". 4. On the page that appears to your right, click on the plus sign "+" icon to the right of the line "T776 - Rental Income property". 5. Complete the first page entitled "T776 - Rental property identification". On the line for "Percentage (%) of personal use of your rental property", enter your personal use portion of the building. If you do not live in the building, leave the field blank. (If you are the co-owner of the building with your spouse see point #11) 6. Please indicate whether you are sole proprietor or co-owner of the property, to do so, go to the "Type of ownership of the rental property" line and select the option that suits you best from the drop-down menu. Then, on the line "Percentage interest in the partnership" enters your percentage. 7. On the next page, enter your income and expenses in relation to this property. 8. If you used the services of a professional contractor to repair your building, use the sub-section "Labour costs" to enter the relevant information. Please make sure in this subsection that the amount of repair has not already been entered in the expenses beforehand: make sure to choose the appropriate option from the drop-down menu for the line "Do you wish to add these labour costs as an expense on the income statement". 9. If you want to claim depreciation for your property, click on the "CCA" sub-section and select the appropriate class, usually Class 1. 10. On the page that appears, enter the relevant information. If you do not want to claim depreciation, go to the line "Limit to the CCA" and enter "$0.00". However if you wish to claim a portion of the depreciation or any other amount, it is limited to the maximum amount of this category. Please note that you cannot claim CCA when you have a rental loss. 11. If you are the co-owner of the building with your spouse or other partner, click on the sub-section "Partners", and on the page to the right, choose your option. 12. If your spouse is a co-owner of the rental property and completed his or her tax return along with yours, there is no need to enter the information in your spouse's file, as it will be transferred by the program and form T776 will be generated. The same applies for a resident of Quebec and form TP-128 will be produced by the program. However, if your spouse wants to claim expenses different from yours, all the information will then have to be entered again separately in his or her own file. For all other business partners, they will have to enter the information in their own file. Forms T776 (federal) and TP-128 (Quebec) will be generated by the program. The amount of rental income will be reported on line 12599 (gross) and line 12600 (net) of the federal return and, for Quebec residents, on line 168 (gross) and line 136 (net) of the Quebec return. For more information, please consult the CRA website at the following link: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/rental-income-line-126-net-line-160-gross.html https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4036.html For Quebec residents, you can consult the Revenu Québec website at the following link: https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/96-to-164-total-income/line-136/ https://www.revenuquebec.ca/fr/services-en-ligne/formulaires-et-publications/details-courant/in-100-v/
  13. Hello YVRTax, Please be sure UFile is updated. Update UFile windows *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
  14. Hello JohnA, There is no oversight. Please contact your CVIPT coordinator.
  15. Hello ineso, Here is the UFile Win installation link (please note there is no account login required) : The below links are secure, if prompted add the link to your Anti Virus and / or Firewall. UFile 2023 : https://cdn.ufile.ca/ufile/UF2023ANGH8GGHVFENB237KL3KOQ8/ufile2023.exe If experience issues with the exe (example if the Anti-Virus or Firewall blocks the download or Microsoft forces "not Microsoft verified App" ) then download the zip file instead, unzip it and install. UFile 2023 : https://cdn.ufile.ca/ufile/UF2023ANGH8GGHVFENB237KL3KOQ8/ufile2023.zip System requirements : Operating system: Windows® 10 or Windows® 11. Hard disk space: 250mb available. Display: Screen resolution of 1024x768 or greater. Internet access: is required in order to use NETFILE / EFILE, and obtain the latest software updates. To download Windows 11 : https://www.microsoft.com/en-ca/software-download/windows11
  16. Hello Miamak, Yes correct a new account with their E_Mail.
  17. Hello Miamak, For 50 tax returns your require UFile PRO - it can only be installed on a Microsoft O/S. To purchase UFile PRO* : https://secure.drtax.ca/ufileshopPRO/2023/storespec.asp Requires CRA REP ID.
  18. Hello JDR, 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.
  19. Hello svenderella, In Interview go to >> T4A - Pension, retirement, annuity and other income 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) [105] Elementary and secondary school scholarships [$amount]
  20. Hello Krishna Dalal, You do not indicate where the error code occurred and what the error message was from the CRA. Please note we have no control over the CRA connection and Servers.
  21. Hello YYY777, Correct above links are to purchase UFIle windows. For prior year UFIle PRO please contact us. You can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us
  22. Hello HOWsMom, Please note that if the MC card is a DEBIT card - we do not accept debit cards.
  23. Hello GraemehG, 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
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