Geo123

Hello Peterrrrrr, UFIle updates dynamically as you enter (and save) the data. You can view the results in the Review section.

Hello ky8297, UFile PRO allows you to transmit tax returns via EFILE. To do this, you must have a CRA Efile number and a password. This is how you would configure UFile in order to use the EFILE transmission. Click on the "settings" menu from the top-right corner, choose "EFILE - NetFile setup" and complete the information: A- In what capacity are you preparing tax returns? (Professional tax preparer); B- EFILE on line; C- Enter your CRA EFILE number along with your CRA EFILE password; D- Complete the page by entering your information from your EFILE registration; E- Once done, click "OK". IMPORTANT! If you are preparing a tax return for a Quebec resident, you must also check the box for "NetFile Quebec for professionals". Then, you must enter the NETFILE Quebec number and NETFILE Quebec password that you obtained from Revenu Quebec. >> >> AUTHORIZATION REQUEST >>CRA - Authorizing or cancelling a representative >>

Hello LogCabin , Very good.

Hello mariag, You have two options : 1. UFile ONLINE - create a separate account for each individual. UFile ONLINE Pricing : First family member entered in UFile (family head): $20.95 plus applicable provincial tax and GST Second family member entered in UFile (spouse): $14.00 plus applicable provincial tax and GST Additional family members (dependants)*: $8.00 plus applicable provincial tax and GST Individuals or families with total income* of $20,000 or less: no charge Create new account : Complete the on line account registration : https://secure.ufile.ca/account/Register?lang=en Getting started video: https://www.youtube.com/watch?v=pva_1uM_eGk&feature=youtu.be 2. UFIle 4 windows - 4 separate returns https://secure.drtax.ca/ufileshop/2023/storespec.asp

Hello key, Yes you can. 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.

Hello john h, Box 15 is not a required field - the error is elsewhere

Hello EddieM, 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

Bonjour Journaux en ligne, Dans le Montage de l'entrevue : Aller dans la section [Autres sujets]. Sélectionner « Autres déductions et crédits (incluant fournitures scolaires et le montant pour l'achat d'une habitation) » Dans la section [Autres crédits] sélectionner « Fédéral ligne 31350 - Dépenses pour abonnement aux nouvelles numériques ‘+ ‘». Cliquez sur « + ». Remplir la page. abonnement numérique Dans le Montage de l'entrevue : Aller dans la section [Autres sujets]. Sélectionner « Autres déductions et crédits (incluant fournitures scolaires et le montant pour l'achat d'une habitation) » Dans la section [Autres crédits] sélectionner « Fédéral ligne 31350 - Dépenses pour abonnement aux nouvelles numériques ‘+‘». Cliquez sur « + ». Remplir la page. Vous pouvez demander jusqu'à 500 $ pour les montants que vous avez payés en 2022 pour les frais d'abonnement admissibles. Vous devez avoir payé les montants d'un abonnement aux nouvelles numériques à une organisation journalistique canadienne qualifiée (OJCQ) qui se consacre principalement à la production du contenu de nouvelles écrites originales et qui n'est pas engagée dans une diffusion.

Hello Rowena122069, We would need to see the file to understand your issue. Please include the above comments. Please reopen the support request or create a new request and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello fabeskins, UFIle AFR is set up for Option 1 and Option 2. I will pass on your suggestion for option 3 (although am not certain CRA is set up for AFR with this option).

Hello MW1538, Please try again, if issue persists : Please contact UFile Support so we may review the file confidentially. You can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us Can you also please provide us with this information : -Operating system eg. Microsoft Win 10 / Microsoft Win 11 / Apple macOS / iPadOS / Chrome OS (Chromebook) / Unix / Linux -Operating System version # eg. iPad OS 17.2 -Anti Virus / Firewall eg. Windows defender / Bitdefender / Norton -If you are on a VPN -If you have any browser extensions eg. Crypto Wallet / Compose AI / Adblocker / Grammarly / Webex -Browser(s) used eg. EDGE / Chrome / Safari / Firefox / Opera Can you also please send the above print screen of the error message?

Hello YMONKEY, The deferred security options benefits sold in 2023 must be included in your employment income for the year in which you disposed of the security, have become non-resident or are deceased. To enter the deferred benefits related to stock options and generate the T1212 form, please follow the steps below: 1. On the "Left-side menu on the Interview tab", select "T4 and employment income". 2. On the page appearing on the right, scroll down to "T1212" group, and click on the plus "+" icon to the right of the line "T1212 - Deferred employee stock options benefits". 3. For the line "Opening Balance of Deferred Stock Option Benefits", The opening balance of deferred stock option benefits is available from your previous year's Notice of assessment or Notice of reassessment. 4. Under the line "Stock option benefit that can no longer be deferred", enter the amount sold for these shares in 2023. The closing balance will be shown on your notice of assessment. The amount entered will be reported on line 10100 of the federal return and 50% will be claimed as a deduction for stock options and stock on line 24900. Form T1212 will be generated by the program. For residents of Quebec, the amount will be entered on line 101 and the deduction will be reported on line 297 of the Quebec return. Capital Gains: If the stock options are qualified as deferred stock options, any gain on disposition of the stock may be eligible for capital gains treatment and should be entered to Schedule 3. For more information, please visit the following CRA links: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t1212.html https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/benefits-allowances/financial/security-options/option-benefit-deductions.html

Hello Ricklbe, To enter the amounts from your T5007 slip and your RL-5 slip, please follow the steps below: 1. On the "Left-side menu on the Interview tab", select the "Interview setup". 2. On the right-hand side of the screen, go to the "Employment and other benefits" group and check the box "Social Assistance, worker's compensation (T5007/RL-5)" and click "Next" at the bottom of this page. 3. Return to the "Left-side menu on the Interview tab" and choose the "Social assistance, worker's comp." option. 4. On the page generated on the right, click the plus "+" icon to the right of the line "RL-5/T5007 - Worker's compensation benefits, social assistance, etc." 5. On the new page that appears, enter the amounts shown on your T5007 and RL-5 in the appropriate fields. 6. If the amount in Box 11 of the T5007 slip is different from Box A of the RL-5 click on the "Maple Leaf" icon to the right and enter the amount in Box A of the RL-5. The amount will be carried over by the program to lines 14500 and 25000 of the federal return and line 147 of the Quebec return. For the federal declaration only. However, if you lived with your spouse or common-law partner when social assistance benefits were received, it is the person with the highest net income who must report all benefits, regardless of the name on the slip. IMPORTANT: If your net income is the same as that of your spouse or common-law partner, the person named on the T5007 slip must report them, namely the beneficiary designated by the government. Here is the procedure to follow: A - The beneficiary must enter in their file the information from their T5007 slip. B - On line "Did you live with your spouse or common-law partner when you received the benefits?", answer "Yes". C - On the line "Select the person whose name appears on the slip". From the drop-down menu, choose the person who received the slip or the beneficiary. However, the person who is not the beneficiary or whose name does not appear on the T5507 slip must report that he has no income. He or she must report in their file that they have no income. To do this, on the "Left- side menu on the Interview tab", select the "Interview setup" and on the page, that appears on the right, tick the line "No income to report in 2019", and at the bottom of the page click on "Next". In the beneficiary's federal return, he or she will have the total amount of social assistance payments for the couple shown on line 23600 for net income. For residents of Quebec, the net income on line 275 will be the same for both (2) persons. You can file your federal returns via NETFILE.

Hello taxesTO, If the CRA is rejecting the NETFILE (and the CRA does permit overrides) then you should mail the tax return. 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 RQ - Address:: https://www.revenuquebec.ca/en/citizens/income-tax-return/filing-your-income-tax-return/filing-your-income-tax-return-by-mail/

Hello LogCabin, If it is being rejected by the CRA NETFILE, due to overcontributions, then you should mail the tax returns. 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 RQ - Address:: https://www.revenuquebec.ca/en/citizens/income-tax-return/filing-your-income-tax-return/filing-your-income-tax-return-by-mail/

Hello LogCabin, Please consult 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 TaxesTO, Sorry, three is no way to manually override the entry, the CRA does not allow it.

Hello mdmkroy, Box 21 is Number of months - disability []21] - if refused please contact teh CRA

Hello taxesTO, Reverify the CPP relate entries or contact the CRA. An entry on line 50340 for actual CPP contributions requires an entry on line 30800 …. Occurs when : *an amount of CPP/QPP pensionable earnings lower than $3,500 in box 26 of the T4 slip; * self-employment income; Full message : An entry on line 50340 for actual CPP contributions requires an entry on lines 30800 and/or 50310 for CPP and QPP contributions, and/or on line 44800 for CPP overpayment CRA Contact Please contact the CRA at 1-800-959-8281 CRA https://www.canada.ca/en/revenue-agency/corporate/contact-information.html

Hello Stuart Greene, You can NETFILE at the same time or different times.

Hello Flohead, You are welcome.

Hello OrientPete, 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 2022 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

Hello Bob GE, 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

Hello Volunteer54, First question : To download prior years : https://www.ufile.ca/products/cvitp Useful Links: CRA CVITP website Previous Versions: 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011. < = = HERE Second question : 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

Hello MBH1978, The issue with the password reset has been resolved, apologies for the inconvenience. Please try again.