Geo123

Hello LisaDoug, Also, since January 1, 2017, an eligible student is an individual who is more than 16 years of age before the end of the year who is enrolled in a university, college or other post-secondary institution. To qualify, the fees you paid to attend each educational institution must be more than $100. Tuition fees must be recorded in the file of the student. Please follow the steps below: 1. On the "Left-side menu on the Interview tab", select "Interview setup". 2. On the page "Interview setup", go to the "Student" group, check the box "Tuition, education, textbook, student loans" as well as any other groups needed to complete your tax return and click "Next" at the bottom of the page. 3. Return to the "Left-side menu on the Interview tab" and select the item "Tuition, education, student loans". 4. On the screen to your right click on the plus sign "+" icon to the right of the line "Tuition amounts* (line 32300)". 5. On the page that appears, in the section "Tuition, education, textbook amounts (T2202, TL11A, TL11C)", go to the line "Eligible tuition fees paid to Canadian educational institutions for 2019 (enter description in the first field and the amount in the $ field)". If you attended more than one establishment, click on the plus sign "+" on your right and a new field will be added. 6. Enter the number of months of full-time or part-time postsecondary education, if any, based on the information on your T2202 slip. In addition, this information will be included on Schedule 11. The program will generate federal Schedule 11 to determine tuition fees. For more information about tuition fees, including tuition transfer and deferral, please visit: For the CRA: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t2202.html https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/p105.html https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4654.html Remember that according to CRA rules, you must claim the amounts first on your own federal return, to reduce the tax payable. Please note that you can carry forward the surplus to a future year or transfer it to a parent or grandparent. To do this, go to the line "Treatment of unused tuition, education and textbook amounts" and in the field to your right, choose the option that suits you.

Hello HopeMa, Here are the installation links : UFile 2022 => https://cdn.ufile.ca/ufile/UF2022AMGH48YHVNENB238L3C9T3Z/ufile2022.exe For those who have issues downloading .exe files, here are the download links for the zip files: UFile 2022 => https://cdn.ufile.ca/ufile/UF2022AMGH48YHVNENB238L3C9T3Z/ufile2022.zip

Hello Sandy4477, 1. Run your UFile program. 2. Go to "settings" menu from the top-right corner, and select "Tax return counter...".

Hello lois finch, Your unique Access code 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. 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

Hello Narbo, If you cannot download / AFR (AutoFill Return) not responsive. It could be several things: The government website is very busy - try again later. If logging in with “Sign-in Partner login” try “CRA sign-in” (using CRA MyAccount). You should also verify with the CRA if the account log-on is valid. • Your antivirus or firewall is preventing the download - temporarily disable to download. • Could be your Internet Service Provider - then you need to restart the modem (or contact your ISP) • Check computer time and date and language so the compute can synchronize with the CRA. • Make sure your account access is up to date. • If you have Windows 10 or 11, download “Microsoft Edge Webviewer” at the following link (it may not have been bundled in your version): https://go.microsoft.com/fwlink/p/?Linkid=2124703 • Use the most recent version of the “Edge” browser. Check EDGE browser Settings: 1. Type "Internet options" in the Windows search menu. 2. Click "Internet Options". 3. Click on "Advanced" tab. 4. Scroll to the Security section, then check Use TLS 1.2. 5. Click OK, then close Edge. TLS v1.2 is enabled on the next start of Edge. Of note can also be effected by : Internet speed, computer memory/speed , network latency, CRA Server loads, anti-virus, firewall and the data within the download file.

Hello Maye You should contact your CVITP coordinator. The COIN remains the same.

Hello macbain, 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.Thank you for your understanding.

Hello Jenny Yang, To Carry Forward last year rental property Identification / CCA etc, be sure to Save/PDF prior year and then carry forward to Windows OR create 2022 file in UFIle ONLINE

Hello Martin T., No worries. Here is an example for a T5008 Strip Bonds: T5008 : Date of acquisition (dd-mm-yyyy) 01-01-2016 If the security had a maturity date, - select "Yes" if the settlement date was before the maturity date - else select "No" or leave blank. Yes Date of maturity (dd-mm-yyyy) 10-01-2022 Select the security type Stripped bonds Effective yield rate 3% Type code of securities15 BON Bonds Quantity of securities16 1 Identification of securities17 My_Strip Face amount19 $100,000.00 Cost or book value20 $95,000.00 Proceeds of disposition or settlement amount21 $99,000.00 Outlays and expenses related to the transaction >>T1 - Worksheet Investment Interest, other investment income, and income from foreign sources T5 - MyBankInterestJoint (50.00% share) 5.00 T5008 - My_Strip (50.00% share) 8,561

Hello Martin T. To create the T5008 forms / slips you will need our software DTFormax - to create slips such as T5008 / T5 / T4 : https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtformmax.html

Hello JohnER, >>Interview setup >> Other topics Moving expenses Repaid amounts made to the government or to an employer Other deductions and credits (including school supply and home buyers' amount) < - - - SELECT THIS Adjustment request for a tax return that has been filed

Hello ilovet1s, The authorization must be up to date using a new current year authorization for 2022. This must be submitted before you can proceed.

Hello r.huang3, It is calculated by UFile.

Hello Greg Homer, Per the CRA you must make a selection. Are you associated in the fiscal period with one or more EPOPs with which you have entered into an agreement under subsection 1104(3.3) of the Regulations? Select the type of EPOP - Applicant person < - - - SELECT THIS

Hello David Vincent, NOTE : this requirement will be removed by the CRA. The current release of the software should only give a warning that this field is missing (not an error) Note: the HST number of the facility can be located on your invoice. The HST number must be in the format accepted by the Canada Revenue Agency (CRA) example: 123456789RT0001.

Hello avb, You should shorten the description to 40 characters. Name and address of facility: The field length is 40 chars – this is a CRA limitation It is due to the electronic file transfer field length having a maximum as well as the actual form. We have no control over this.

Hello Greg Homer, IMMEDIATE EXPENSING FOR UNINCORPORATED BUSINESS DIEP (Designated Immediate Expensing Property) Immediate expensing and CCA are optional deductions from CRA’s perspective. For eligible property acquired and available for use from January 1, 2022, until December 31, 2024. Designated Immediate Expensing Property (“DIEP”) generally includes all depreciable capital property, other than property included in Capital Cost Allowance (CCA) classes 1 to 6, 14.1, 17, 47, 49 and 51. In addition, DIEP must meet EITHER of the following conditions: • The property has not been used for any purpose before it was acquired by the eligible person AND is not a property for which CCA was claimed by any person or partnership before the property was acquired OR • The property was not transferred on a rollover basis OR acquired from a non-arm’s length party. The maximum deduction is equal to the lesser of: • The immediate expensing limit for the taxation year ($1.5 million subject to the allocation requirements among the associated group and pro-rated for short taxation year) • The UCC of the DIEP before claiming any CCA deductions for the year. If the business is operated personally or in a partnership, immediate expensing cannot be used to create or increase a loss, but it can be used to reduce taxable income of the business in which the property is used to zero. In many cases an individual taxpayer would want to make use of the lowest tax brackets and their personal tax credits, so it may be prudent not to claim all of the immediate expense deduction that is available. If an asset is bought and sold in the same taxation year the property will not qualify as a DIEP. To claim, “Immediate expensing”, please follow the steps below: 1. In your business statement, either a T2125 Statement of Business or Professional Activities or in your T776 Statement of Real Estate Rentals, select your CCA category. 2. Enter the asset as a new addition under the heading: a. “Dates (dd-mm-yyyy), Description and amount of capital additions (other than AIIP)” or b. “Dates (dd-mm-yyyy), Description and amount of capital additions of AIIP” 3. On the line “Limit the eligible amount for immediate expensing of capital additions (other than AIIP), or on the line ““Limit the eligible amount for immediate expensing of capital additions of AIIP”, enter the amount you wish to claim for your immediate expense. All capital additions made after December 31, 2021 will be considered eligible for immediate expensing. Please enter $0 within the addition type limit if you do not want to claim the immediate expensing. 4. The amount will appear in column 9 of Area A and on line 9936 of your business statement. Note: the amount claimed will be the lesser of column 9 and column 18 of Area A of the CCA Class. https://www.canada.ca/en/department-finance/news/2022/02/expansion-of-the-eligibility-for-tax-support-for-business-investments.html You must also complete the DIEP Agreement – even if you are the sole owner and proprietor Use this page if you are an eligible person or partnership Example – sole propreitor Agreement between associated eligible persons or partnerships (EPOPs) Federal *Are you associated in the fiscal period with one or more EPOPs with which you have entered into an agreement under subsection 1104(3.3) of the Regulations? >>Yes Select the type of EPOP Applicant person Percentage of immediate expensing limit assigned to each associated eligible person or partnership (EPOP) 100% Signing date and title or position of signing officer 01-01-2022 Owner For residents of Quebec Form TP-130.AD-V will be generated in your tax return. The amount will appear on line 460 of your TP-80 Business or Professional Income and Expenses. The amount claimed will appear on line 393 of your TP-128 Income and Expenses Respecting the Rental of immovable property. For more information on this topic, please visit the website below: https://www.revenuquebec.ca/en/businesses/income-tax/partnerships-and-income-tax/principal-changes-for-2022-in-the-partnership-information-return/ https://www.canada.ca/en/department-finance/news/2022/02/expansion-of-the-eligibility-for-tax-support-for-business-investments.html   Déduction pour amortissement à l'égard d'un bien relatif à la passation en charges immédiate désigné. ENTREPRISE NON CONSTITUÉE EN SOCIÉTÉ BRPCID (Biens relatifs à la passation en charges immédiates désignées) Les dépenses immédiates et la DPA sont des déductions facultatives du point de vue de l'ARC. Pour les biens admissibles acquis et prêts à être mis en service du 1er janvier 2022 au 31 décembre 2024. Les biens désignés à dépenses immédiates (BRPCID) comprennent généralement toutes les immobilisations amortissables, autres que les biens inclus dans les catégories de déduction pour amortissement (DPA) 1 à 6, 14.1, 17, 47, 49 et 51. De plus, la BRPCID doit remplir SOIT l'une des conditions suivantes : • Le bien n'a pas été utilisé à quelque fin que ce soit avant d'être acquis par la personne admissible ET n'est pas un bien pour lequel une DPA a été demandée par une personne ou une société de personnes avant l'acquisition du bien OU • Le bien n'a pas été transféré par roulement OU acquis d'une partie avec laquelle vous avez un lien de dépendance. La déduction maximale est égale au moindre de : • La limite immédiate des dépenses pour l'année d'imposition (1,5 million de dollars sous réserve des exigences de répartition entre le groupe associé et au prorata pour l'année d'imposition courte) • La FNACC du BRPCID avant de réclamer toute déduction de la DPA pour l'année. Si l'entreprise est exploitée personnellement ou en partenariat, les dépenses immédiates ne peuvent pas être utilisées pour créer ou augmenter une perte, mais elles peuvent être utilisées pour réduire à zéro le revenu imposable de l'entreprise dans laquelle le bien est utilisé. Dans de nombreux cas, un contribuable individuel souhaiterait utiliser les tranches d'imposition les plus basses et ses crédits d'impôt personnels, il peut donc être prudent de ne pas réclamer la totalité de la déduction des dépenses immédiates disponible. Si un bien est acheté et vendu au cours de la même année d'imposition, le bien ne sera pas admissible en tant que DIEP. Pour demander une "dépense immédiate", veuillez suivre les étapes ci-dessous : 1. Dans votre relevé d'entreprise, soit un T2125 État des activités commerciales ou professionnelles ou dans votre T776 État des loyers immobiliers, sélectionnez votre catégorie de DPA. 2. Saisissez l'actif en tant que nouvel ajout sous l'en-tête : un.a. « Dates (jj-mm-aaaa), Description et montant des ajouts de capital (autres que le BIIA) » ou b. « Dates (jj-mm-aaaa), Description et montant des ajouts de capital du BIIA » 3. À la ligne « Limiter le montant admissible pour les dépenses immédiates des ajouts de capital (autre que le BIIA) ou à la ligne « « Limiter le montant admissible pour les dépenses immédiates des ajouts de capital du BIIA », inscrivez le montant que vous souhaitez demander pour vos dépenses immédiates. 4. Le montant apparaîtra dans la colonne 9 de la section A et à la ligne 9936 de votre relevé d'entreprise. Remarque : le montant réclamé sera le moindre de la colonne 9 et de la colonne 18 de la section A de la catégorie DPA. https://www.canada.ca/fr/ministere-finances/nouvelles/2022/02/elargissement-de-ladmissibilite-pour-le-soutien-fiscal-pour-les-investissements-des-entreprises.html Pour les résidents du Québec, le formulaire TP-130.AD-V sera généré dans votre déclaration de revenus. Le montant apparaîtra à la ligne 460 de votre TP-80 Revenus et dépenses d'entreprise ou de profession libérale. Le montant réclamé apparaîtra à la ligne 393 de votre TP-128 Revenus et dépenses de location d'immeubles. Pour de plus amples renseignements sur ce sujet, veuillez consulter le site Web ci-dessous : https://www.revenuquebec.ca/fr/entreprises/impots/societes-de-personnes-et-impot/principaux-changements-2022-declaration-de-renseignements-des-societes-de-personnes/

Hello Maye, You do not need to delete the key, if you required more Activation Keys please contact your CVITP coordinator.

Hello Display Name, When Quebec residents download BOTH their CRA tax slips using CRA auto fill (AFR) as well as their Quebec slips using Tax Data Download (TDD), some documents may be generated in duplicates. Why will some data be duplicated while others won't be? The reason why this data is duplicated is that the issuer has used two different names, one for the federal slip and another for the Quebec slip. Tax slips issuers are not required to register the same name for the federal and Quebec slips. For example, a federal T3 slip from "Royal Bank of Canada" and an RL-16 slip are issued by the same issuer, but writing under a slightly different name as "RBC Banque Royale". UFile will read two different names and therefore the federal slip will be accepted as well as the Quebec slip. Therefore, the program will generate duplicate data for certain income items. This situation will unfortunately result in amounts greater than the actual amounts, in turn generating duplicate income amounts and consequently more tax payable? We recommend that all users thoroughly check their federal return and Quebec to note these duplicates, as this will affect the tax return. Also, we recommend you to use only one data download method, whether it is the CRA's (AFR) or Revenu Québec's (TDD). UFile users must manually delete the duplicate page and enter the missing data manually on the other page.

Hello DaveMcK, Please contact UFile Support so we may review the file confidentially. There may be a corrupted record in one of the T5008's.. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello jfchavez, Enter as 4 months since it is more than 3 months : You were enrolled as a full-time student at a designated educational institution for a total of more than 13 weeks

Hello Maev, To print the required forms use the PDF print icon on the bottom of the page [PDF] Federal Print Please refer to the tax Return Assembly Instructions : Assembling the federal tax return If you file your tax return by mail, the attachments should be arranged in the order indicated below. You should also ensure that the return is signed where required ....

Hello Fibrelady, Assuming you are receiving a salary please see below (there is also one for employee receiving Commission - is basically the same with some additional expenses permitted)) 1. On the "Left side menu of the Interview tab", select "Interview setup". 2. On the screen to your right, go to the "Employment and other benefits" group, check the box for "Employment expenses (including T777)" and click on "Next" at the bottom of the page. 3. Return to the "Left-side menu on the Interview tab" and select the "T4 and employment income". For residents of all provinces except Quebec, select "T4 Income (earned in any province except Quebec)", while for Quebec residents, and choose "T4 and RL-1 (Relevé 1) income earned in Quebec with QPP contributions". 4. On the page that is generated enter the information of your T4 slip and for Quebec RL-1. 5. Return to the "Left side menu on the Interview tab", select "Employment Expenses". 6. On the page generated on the right, entitled "Employment expenses", on this page choose "T777"eligible employment expenses of an employee earning a salary", click on the plus sign "+". 7. On the page entitled "Employment expenses" Employee earning a salary" enter all the required information and click "Next" at the bottom of the page. 8. To record your eligible motor vehicle expenses, click on the "Motor vehicle expense" section and enter the relevant information. 9. If you received an "Allowance for your motor vehicle expenses", enter the amount on the line "Motor vehicle expenses (except CCA & interest) ". 10. You have your office at home, choose the subsection "Home office expenses". 11. On the line "Percentage (%) of home being used for personal purposes " indicate the percentage. Subsequently, you must answer the questions that concern you. 12. If you are a tenant, on the "Office rent" line, enter the annual cost of the rent you paid. 13. If you purchased equipment for your work, enter the cost on the "Other home office expenses - specify" line. 14. If you received an Allowance from your employer, enter the amount in one of the three (3) lines in the "Allowance" subsection. 15. You must complete the subsection "Employment conditions" and answer the questions. For Quebec residents, also click on "Employment conditions - Quebec" and enter the requested information. Your employment expenses will be entered by the program in federal form T777 and on line 22900 of the federal return. If you are a Quebec resident, the TP-59 form will be generated and the amount will be reported on line 207 of the Quebec return, with the appropriate code displayed on line 206. NOTE: You must keep a record of all the expenses you incurred. This register must be kept for a period of six (6) years after the end of the tax year, as the CRA (and/or for Quebec residents, the MRQ) may request some of your documents. For more information, please visit the following links: For the CRA: 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-22900-other-employment-expenses/salaried-employees.html

Hello joshsteele, Please see example below. Total benefits paid (If blank, enter 0.)14 $0.00 Regular and other benefits paid15 Employment benefits and support measures paid17 Tax exempt benefits18 Taxable tuition assistance20 Non taxable tuition assistance21 Federal income tax deducted22 Quebec income tax deducted (Applies only if the issuer of this slip deducted Quebec income tax)23 Non resident tax deducted24 Overpayment recovered or repaid26 $1,111.00 Reversal of income tax deducted27 Repayment of an overpayment30 $1,111.00 Repayment of the CERB (this amount is included in box 30) $1,111.00

Hello ling, This amount if for FamilyHead Promo. You purchased the Family Head Promo. It is good for one tax return and two dependants. The Spouse tax return is $13.00 extra. The Spouse is not considered a Dependant.