Geo123

Hello BB_DD, If you purchased the Family Head Promo. It is good for one tax return and two dependants, not a Spouse. The Spouse tax return is $14.00 extra. Please note that the Spouse is not considered a Dependant. How much does UFile ONLINE cost? First family member entered in UFile (family head): $19.95 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)*: $7.00 plus applicable provincial tax and GST Premium Upgrade $12.00 plus applicable provincial tax and GST

Hello newfiler, Please logout and clear your cache. If you are using Internet Explorer, Edge, Google Chrome, or Mozilla Firefox you can quickly clear cache with a keyboard shortcut. While in your browser, press Ctrl + Shift + Delete simultaneously on the keyboard to open the appropriate window Safari Safari with the Option-Command-E Log back in. The error should be gone.

Hello AnastasiaS, Formerly referred to as the Equivalent-to-Spouse amount, the Amount for an Eligible Dependant Credit is a Non-Refundable Tax Credit designed for single adults who are not claiming the spouse/common-law partner credit and who are responsible for the financial care of a relative. Amount for an eligible dependent 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 2022; * 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. Section 118(1)(b) of the Income Tax Act allows a separated person living as a single individual to claim a tax credit for a dependent child living with them. However there are special considerations when it comes to the child support, ie you make child support payments for a child and the other parent does not, you cannot claim an amount for an eligible dependant. It is best to check with the CRA. https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/support-payments/shared-custody-amount-eligible-dependant.html For additional information on the eligible dependant amount, please consult this link: This link can also guide you: 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-30400-amount-eligible-dependant/you-claim-amount-eligible-dependant-line-30400.html

Hello LuckyLea21, This appears correct HOWEVER there may be something else in the file. 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 TLin, For NT4 Box 17 1. In the "Left side menu on the Interview tab" select "Interview setup". 2. On the screen that appears on the right, go to the "Pension" group, check the box "Pension income, other income and split pension income (T4A, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)", and click "Next" at the bottom of the page. 3. Return to the "Left side menu on the Interview tab", select "Pension income, T4A". 4. On the page appearing to your right, click on the plus sign "+" icon to the right of the line "T4A - Pension, retirement, annuity and other income". 4. You use T4A Box 022 to enter the tax withheld as shown on the NR4 box 17.

Hello Willi, You are welcome and thanks for the comment.

Hello Willi, Error code 21 / Result code 21 : The Canada Revenue Agency was unable to accept your return, as your NETFILE Access code did not match our records. Make sure you have Your unique Access code (8 characters) can be found on your Notice of Assessment (NOA) for a previous tax year. This eight-character Access code is made up of numbers and letters and is located on the right side of your NOA. The placement and labelling of the Access code differs slightly depending on the version of the NOA you are looking at, but will always be on the right side of the NOA. On the paper version of your NOA as well as the PDF version in My Account, the Access code is not labelled, but can be found directly underneath the Date issued at the top right of the page. If you are viewing your NOA in My Account or using the Express NOA service in certified tax software, the Access code is found directly under the Notice details box at the top right of the page. OR Call the CRA 800-959-7383 The NAC is not required to NetFile. While this Access code is not mandatory, if you do not enter your Access code, you will not be able to use any information from your 2022 tax return when confirming your identity with the Canada Revenue Agency. You will have to rely on other information for authentication purposes.

Hello Dyob, In the T2125 Section you should locate entries that are missing a description and /or amount Example : >>Income, expenses Other income (specify): [Description] [amount] Other expenses (specify): [Description] [amount]

Hello Terpie, If you incurred net capital losses in the current year, you can carry back these losses and apply them to the capital gains of the past THREE years. 1. In the "Left-side menu on the interview tab", select "Interview setup". 2. On the right-hand side of the screen, go to the "Investment income and expenses" group, check the Box "Capital gains (or losses) and capital gain history", then go to the "Carryforward amounts and prior year information" group, check the Box for "Losses of prior years, carrybacks" and click on "Next" at the bottom of the screen. 3. Return to the "Left-side menu on the Interview tab" and select "Capital Gains (or losses) & ABIL" on the right-hand page, choose the option that suits you and enter your capital gains or capital losses. 4. Return once again to the "Left-side menu on the Interview tab" and select "Losses of prior years and carrybacks". 5. On the screen to the right, scroll down to "Loss carryback" group, and click on the plus "+" icon to the right of the line "T1A - Request for loss carryback (loss which occurred in 2022)". 5. In the page that appears entitled "T1A - Request for current year loss carryback" choose the section that corresponds to your situation and select the year or years for which you want to apply your losses, starting with the loss from the earliest year to carry-back years. 6. NOTE : For Stock / Share loss must include the inclusion rate of 50% The program will generate Federal form T1A as well as Quebec form TP- 1012.A. Quebec residents will have to print form TP- 1012.A, sign it and mail SEPARATELY from other documents, because it cannot be netfiled, whereas the Federal T1A can be sent via NETFILE. The T1A does not affect the current year's tax return. The CRA and Revenu Québec will reassess the corresponding year's tax returns based on the information in the T1A or TP-1012. They will issue you a report later. For more information on this topic, please see the following links https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-127-capital-gains/capital-losses-deductions.html 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-253-net-capital-losses-other-years.html To carry back different types of losses, click at the right.ie all types of losses EXAMPLE : >>Have current year losses that can be applied (carried back) eg. Fishing Business Loss -10,000 Eg. NOTE : For Stock / Share loss must include the inclusion rate of 50% Shares loss -10,000 / 2 (due to 50% inclusion rate) = 5,000 >>T1A Fishing Loss $10,000 CB >>Shares loss $5,000 CB

Hello yabay99 / Luciana, You should wait for your Notice of Assessment before REFiling.

Hello mgse , This is often caused by an incorrect address OR NON-DISPONIBILITÉ DES SERVICES EN LIGNE – RQ Server is down

Hello taxperson5 , Yes it is sufficient.

Hello AlwaysLearning, Noted. Thank you

Hello ShirleyM, Without seeing your data entry it is difficult to say. 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 m2m, Click on >>Interview setup (Left side of screen) >>Go to Interview setup (right side of screen) >>Section [Investment income and expenses] >> Partnership income, tax shelters (T5013, T101, T5003, T5004, T1CP) - - > *Professional income (loss) 120 [ ]

Hello Sisters, The ability to import the previous year's tax file prepared with UFile for Windows into UFile ONLINE is possible (from 2016). Prior years would have to be entered manually. **Can not import current year file directly is Carry Forward of prior year i.e is not actually import of current year but of *prior year information and the Carry Forward ** **You can switch from UFile desktop to UFile Online but not vice versa.** NOTE: You must pay for each prior year UFile ONLINE as it is a completely different system from UFile windows. If you do not already have a UFile ONLINE account, proceed as follows (otherwise proceed to step 10): 1. Go to the following web page: https://www.ufile.ca/ 2. Click on the "Start your return ONLINE FOR FREE" button and click "Create New Account". 3. Complete the form and be sure to check the box "I agree with the Terms and Conditions of the Licence agreement". 4. Click on the "Create my account" button. 5. Complete "Step 2 - Password reset options" as desired, then click "Next". 6. In "Step 3 - Finish", at the bottom of the page, print the information, than click the button "Start" from the bottom of the page. 7. Click "Go!". 8. The tax year will appear in the "Tax years list". Click "LAUNCH!" 9. Proceed to step 13 below. =========================================== However, if you already have a UFile ONLINE account, proceed as follows: 10. Go to the following web page: https://www.ufile.ca/ 11. Log in to your account; 12. Click on "Start" tab located in the upper right-hand corner of the screen. 13. Choose the option "Import an existing file" and continue with step 14 below. NOTE: Any information entered prior to conversion will be overwritten and replaced with the data carried forward from your previous year's file. If you have not entered any current year data or have no concerns about your data being overwritten, then you may proceed. If you have already prepared your return, and possibly paid for it, please do not proceed as both the data entered and the payment will be lost. Furthermore, please be aware that the conversion cannot be reversed. =========================================== 14. Click the "Browse" button, locate your 2021UFile for Windows tax file (*.u21), and click the "Open" button. NOTE: It is very important that you browse to locate your file. This will ensure that both the name and location of the file are correct. You cannot just enter the name of the file. The program also needs to know where the file is located on your computer. By browsing, you will ensure that this information is correct. 15. If your UFile for Windows file is protected by a password, enter your password in the space provided. 16. Click the "Submit" button. 17. The file carried forward will open in UFile ONLINE.

Hello Wayv, The HST number is a required field for the Ontario Staycation credit as per the CRA and must include a valid GST/HST number.(123456789RT0001)

Hello syeda, As a CPP working beneficiary, you have to pay CPP contributions. If you are at least 65 years of age, but under 70, you can elect to stop contributing to the CPP. If you have both employment and self-employment income, you can elect to stop contributing to the CPP on any employment income earned outside Quebec by completing Form CPT30. Give a copy of Form CPT30 to all your employers and send the original to the Canada Revenue Agency. The election takes effect on the first day of the month following the date you give a copy of the completed form CPT30 to your employer. This date applies to both your employment and self-employment income earned outside Quebec. For more information on the changes to CPP rules, please visit the following links: http://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/payroll-deductions-contributions/canada-pension-plan-cpp/changes-rules-deducting-canada-pension-plan-cpp-contributions.html http://www.canada.ca/en/revenue-agency/news/newsroom/tax-tips/tax-tips-2013/workers-aged-60-over-make-sure-you-clear-on-cpp-contribution-rules.html You must indicate this choice you have made. To do so, please follow these steps: 1 - In the "Left side menu on the Interview tab", select the "Controls". 2 - On the page that appears, go to the section "If you had employment earning''. For the line 'Did you make a CPT30 election for the current taxation year?'', select "Yes" option in the drop-down menu. 3 - For the line "If you answered Yes to the question above, enter the effective election date (01-mm-2018) to stop contributing to the CPP or to revoke an election made in a prior year to stop contributing to the CPP (from the CPT30 Part C)", select "Elect to stop contributing to the CPP" in the dropdown menu and in the field on the right, enter the date of your choice. 4 - Also, as a self-employed individual, you must answer the question "Do you want to stop contributing to the CPP on the self-employment income?" In your case, you must answer "Yes". Schedule 8 will be generated by the program, on Part 3 the calculation of your contributions to the employment income will be made and the amount subject to the assessment will be entered on line 3, whereas in Part 5, the amount of your self-employment income will be entered on line 4 of Schedule 8.

Hello Hack, In the Interview >>Pension and retirement income T4A - Pension, retirement, annuity, and other income (COVID-19 benefits) T4A(OAS) - Old age security pension income T4A(P) - Statement of Canada or Québec pension plan benefits T4A-RCA - Statement of distributions from a retirement compensation arrangement (RCA) T4RIF - Income from registered retirement income fund T4RSP - Income from registered retirement savings plan Confirmation - You did not receive old age security pension Split pension income with spouse < - - HERE >>Split pension income with spouse Splitting of pension income between spouses >>Do you wish to split eligible pension income with your spouse? [Do not transfer to Spouse] OR [Transfer to Spouse] If Transfer ..., enter the amount of eligible pension income to transfer to your spouse [ ]

Hello Fernando Montenegro, Thank you.

Hello Yuanli, If your UFIle account is locked it will unlock in 15 minutes.

Hello, Please logout and clear your cache If you are using Internet Explorer, Edge, Google Chrome, or Mozilla Firefox you can quickly clear cache with a keyboard shortcut. While in your browser, press Ctrl + Shift + Delete simultaneously on the keyboard to open the appropriate window Safari Safari with the Option-Command-E Log back in. The error should be gone.

Hello Leaf, You received a T4A slip with an amount in Box 048, for the professional service fees you earned. Note that this amount does not include taxes. To enter this amount in the program, follow the steps below: 1. In the "Left-side menu on the Interview tab", select "Interview setup". 2. On the screen that appears on the right, go to the "Pension" group and check the box "Pension income, other income and split pension income (T4A, T4A(OAS), T4A(P), T4A-RCA, T4RSP, T4RIF, T1032)". Then, go to the "Self-employment" group and check the box "Self-employment business income". If you paid tax by instalments, go to the group "Tax paid by instalments and tax transfer" and check the box "Tax paid by instalments and tax transfer" then click "Next" at the bottom of the page. 3. Return to the "Left-side menu on the Interview tab" and select "Pension income, T4A". 4. On the page appearing to your right, click on the plus sign "+" icon to the right of the line "T4A - Pension, retirement, annuity and other income". 5. On the new page generated, enter the amount shown in Box 048 of your T4A to the line "Box 048 - fees for services (report this amount as a T2125 - Business or Professional income)". 6. Return to the "Left-side menu on the Interview tab", select the item "Self-employment income" and on the page appearing on the right, choose the appropriate option, either "T2125 - Business income" or "T2125P - Professional income". 7. On the page "T2125 - Business identification", enter the name of the business on the line "Name of the business (or your own name if the business does not have one)", then enter the other information in the mandatory fields marked with a red asterisk. 8. In the field for "6-digit code from the North American Industry Classification System", enter the code that best describes your industry. If you do not know the code, click on the tool tip (the question mark) (?) next to the box to get the list. 9. On the line "Products or services and their respective percentage (%) in the total income (mandatory for a Quebec return)", in the field on the right, enter your main service or product and enter the percentage (%). If you have other products or services, click on the "plus sign +" icon on the right to generate another field. 10. On the next page, "Income, expenses", enter the amount from Box 048 of the T4A on the line "Fees for services (T4A Box 048) (Enter the total if you have more than one amount)". If you have expenses, enter them in the boxes corresponding to their description. 11. If you paid tax by instalments, return to the "Left-side menu on the Interview tab", select "Instalments and tax transfers" and on the screen to your right, choose the option "Income tax paid by instalments" and enter the amounts paid to the federal government and to the Quebec government for residents of this province. 12. For expenses, if your company is registered for the GST and HST (QST), these expenses must be entered before taxes to reflect the ITRs and ITCs that you claimed. 13. For residents of Quebec, if you wish to pay your registration fee for Quebec, return to the "Left-side menu on the Interview tab" and choose the option ''Q438 - Quebec annual registration fee for the enterprise register''. The amount will be carried over to lines 162 or 164 and 135 or 137 of the federal return. If applicable, this amount will also appear on line 154 of the Quebec return as well as line 25 of Quebec Schedule L. The program will also generate federal form T2125, as well as Quebec form TP-80 if applicable. For more information on business and professional income, consult the following link: For the CRA: http://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4002-business-professional-income-2016.html For Revenu Québec: http://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/in-155-v/

Please try again. The issue has been resolved. We apologize for the inconvenience and thank you for your patience.

The issue has been resolved. We apologize for the inconvenience and thank you for your patience.