Geo123

Hello Norman Kling, UPDATE - the display issue will be updated in the next release (calc is correct).

Hello Anthony7787, Thank you for your suggestion, I will pass it on to the DEV team.

Hello jax, You are welcome.

Hello Amanda Petersen, 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 Allan Roy Hicks, Yes. Please see below. You can file the return for a person who passed away in the current tax year and was the designated family head. To do so, please follow the steps below: 1. On the ''Left side menu on the Interview tab", select the "Identification" page and for the question "Did your marital status change in 2023?" reply "No change" because the deceased person does not change their marital status;. 2. Still on the "Left side menu on the Interview tab", click on "Interview setup" and on the page that appears to the right, check the box for "Tax return for a deceased person". Also, choose the group needed to complete your tax return and click on "Next" at the bottom of the page. 3. Return to the "Left side menu on the Interview tab" and click on "Deceased". 4. Complete the page with the date of death and indicate if you have filed optional returns. On the line "Information from optional returns for the purpose" indicate the amount of the optional net income; this will be used for the purpose of calculating the family income of schedules B, C and K 5. If the estate received an RC249 slip for the impairment of an RRSP or RRIF, enter the amount shown on the RC249 slip under the heading ?Post-death decline in the value? which will be generated automatically. In the spouse's file, the program will automatically generate the "Marital status change" in the "Left side menu on the Interview tab". Enter the required information in the "Change of marital status in 2023 " mainly on the line "Change in your marital status in 2023 " in the drop down menu on your right, choose "Taxpayer became widowed" and enter the date of death of your late spouse. Also, the program will automatically generate the widowed marital status on the federal return and for residents of Quebec, on page 1 of the Quebec return to the section "Information about your spouse December 31 2023 " will be entered on line 37 the date of the of death of the family head. NOTE - You cannot NETFILE the CRA tax return of a deceased individual, as per CRA rules. You must print and mail it. (However, if you are a professional tax preparer, you can file the return through EFILE.) For residents of Quebec, you can file your Quebec tax return through NetFile Québec. ========= Video : Deceased returns https://www.youtube.com/watch?v=dwTF5nk3cAs

Hello MFedmonton, DIEP is not mandatory, it is optional FYI DIEP : Immediate expensing incentive The immediate expensing incentive has the following characteristics: An eligible person or partnership (EPOP) may deduct the full cost of designated immediate expensing properties (DIEPs) up to $1.5 million per tax year, subject to specific limitations The deduction applies only to immediate expensing property that you designated as a DIEP on the prescribed form you must file with the minister by the due date The deduction is available only for the year when the property becomes available for use The deduction is limited to $1.5 million per tax year: The $1.5 million may be shared among associated members of a group. Each member must file an agreement on the prescribed form assigning a percentage to one or more of them for the year The limit is also prorated for tax years shorter than 365 days If the capital cost of the DIEP is more than $1.5 million and is included in more than one CCA class, the EPOP can decide which CCA class the immediate expensing deduction is attributed to The deduction is limited to the amount of income earned (before deducting CCA) from the business or property for which the DIEP is used EPOPs with less than $1.5 million of eligible capital costs can't carry forward any unused annual immediate expensing limit. As a result of this new CCA incentive, columns 4, 6, 8, 9, 10, 11 and 12 have been added to Area A of your form. For more information on how this could affect your CCA calculations, go to Expansion of the Eligibility for Tax Support for Business Investments. https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4002/t4002-6.html

Hello Tctoole, No, you can not enter the data directly to the Ontario Trillium application, if using UFile you must complete the ON BEN section in the interview. Please contact UFile Support so we may review the file confidentially. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello Nick1, It is possible your data has not been transmitted to the CRA yet eg. your employer's T4

Hello davidg2023, Please confirm with the CRA (Ontario) CRA Contact / Revenu Québec Contact Please contact the CRA at 1-800-959-8281

Hello Norman Kling, Please verify if you have the latest version of UFIle *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 TONI GANNON, If not downloading from the CRA Servers please contact the CRA - we have no control over the AutoFill Return (AFR). CRA contact 1-800-959-8281 for inquiries related to individuals. Telephone numbers – Canada Revenue Agency / wait times: https://www.canada.ca/en/revenue-agency/corporate/contact-information/telephone-numbers.html

Hello Salmon Box 14 is found on the T4A(P) - Quebec OR Outside Quebec. >>T4A, T4FHSA, pension and retirement income >>T4A(P) - Statement of Canada or Québec pension plan benefits (RL-2) For example

James BF, Please check with the CRA or a tax accountant if you can use the same car for both employee and self-employed. IF this is permitted : What are the ramifications for expense claiming and CCA under this scenario? >>Enter the car (CCA) to UFile for both employee >> Employment expenses >> eg.T777 - Eligible employment expenses for an employee earning a salary and >>self-employed >> Self-employment income >> eg. T2125 - Business income I am assuming I might have to break down by percentage the usage between the employee and self-employed portions, and claim separately? >>Yes - see above. But with just one CCA submission? >>Two CCA submissions IF CRA approves this.

Hello davidg2023, Unfortunately, our software cannot handle this problem because you do not have to file a tax return in Quebec. However, you must file a Schedule K for the period in which you resided in Quebec. We suggest you refer to the following document that you will find at the following link (available in French only): https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/400-to-447-income-tax-and-contributions/line-447/ Persons who have been insured by the public prescription drug insurance plan for part of the tax year must complete Schedule K according to the person's income and family and personal situation to establish the premium payable. You will find Schedule K at the following link: https://www.revenuquebec.ca/documents/en/formulaires/tp/2019-12/TP-1.D.K-V(2019-12).pdf You must complete Parts A, B and C of the document. Subsequently, you must send it to Revenu Québec with an explanatory letter. You can also contact Revenu Québec at 1-800-267-6299 (toll-free).

Hello Jane_vowles If not in Quebec, put under Medical expenses

Hello jax, T4 box 86 / RL-1 L-8 Enter the amount of other taxable benefits and allowances per box 40 of your T4 slip. Note that this amount is already included in T4 box 14. This entry is for information purposes only. Box 86 - Security options election Do not report this amount on your tax return. This amount is already included in box 14. https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/tax-slips/understand-your-tax-slips/t4-slips/t4-statement-remuneration-paid.html RL-1 L-8 Boxes under “Renseignements complémentaires” (additional information) Box L-8 Election respecting security options

Hello jax, T4 box 86 / RL-1 L-8 Enter the amount of other taxable benefits and allowances per box 40 of your T4 slip. Note that this amount is already included in T4 box 14. This entry is for information purposes only. Box 86 - Security options election Do not report this amount on your tax return. This amount is already included in box 14. https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/tax-slips/understand-your-tax-slips/t4-slips/t4-statement-remuneration-paid.html RL-1 L-8 Boxes under “Renseignements complémentaires” (additional information) Box L-8 Election respecting security options

Hello Darlene carr, UFIle ONINE is not designed for use on mobile devices such as a phone. Please use a computer.

Hello TimSTEC, (1.) FHSA This message was mandated by the CRA as the there is a new program in place this year (FHSA - First Home Savings Account) and the CRA wants people to know that if they opened a FHSA, they must enter it into their tax return. If you opened a FHSA, then enter it into your tax return. If you did not open a FHSA, then simply ignore it. (2.) UFIle Windows Update Be sure to update your UFile if using UFile for Windows >>

Hello bluebirdbiker, Please contact UFile Support so we may review the file confidentially. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello Cvitpdan, Glad to hear it.

Hello Cvitpdan, This could be a data entry issue or the credits are not required and donation is carried forward. Please contact UFile Support so we may review the file confidentially. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello Ergeweiwu, Please contact the CRA as we do not have control over this. 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 Inna, Please ensure you have the T183 – Efile authorization otherwise contact the CRA.

Hello AndyJ, The CCA schedule format for : "Area A – Calculation of capital cost allowance (CCA) claim" is per CRA rules - we can not modify the schedule. The partner split is reflected on "Total capital cost allowance claim for the year (amount ii from Area A) [9936] [amount$]. The carryforward of the CCA is correct. Example : >>