Geo123

Hello Curmudgeon, That is an older version. You should uninstall and reinstall UFIle : UFile 2022 => https://cdn.ufile.ca/ufile/UF2022AMGH48YHVNENB238L3C9T3Z/ufile2022.exe

Hello, To reenter the Net Access Code (NAC) >>In UFIle Identification Date of birth 01-01-1980 NETFILE Access Code (Canada Revenue Agency) < - - - HERE

Hello mitu50, 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. Line 30400 – Amount for an eligible dependant Can you claim an amount for an eligible dependant? 1 Were you single, divorced, separated or widowed and supporting a dependant who lived with you in a home that you maintained, at any time in the tax year? as the dependant you supported: 2 your parent or grandparent (by blood, marriage, common-law partnership, or adoption)? your child, grandchild, brother, or sister (by blood, marriage, common-law partnership, or adoption) and under 18 years of age or had an impairment in physical or mental functions? 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.html 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.

Hello Kelvin2023, 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.

Hello CHIRAGKUMAR, This issue can arise due to the following. Your tax return contains negative entries on lines where they are not permitted for NetFile purposes." 1) Can not have a loss from a T4A /T2125 2) T2125 - Input the income at 3C, but put the "rebate" amount in 3A (a deduction). 3) Inadvertently claimed 100% of a capital loss in a shared account [i.e. I forgot to modify the default] on one of the T5008s

Hello Curmudgeon, Please verify if the update was successful. The current version of UFIle is v26.12. To verify : >>"? Help" (upper right hand corner - top menu bar) >>"About Ufile" >>Version 26.12 If you continue to have issues please contact UFile Support so we may review the issue. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us Please include the above information in the request

Hello Zemour, Requesting a carryback of a loss or tax credit via UFile T2 To request a carry back a loss or tax credit to a prior tax year, complete Schedule 4 Corporation Loss Continuity and Application T2SCH4 Corporation Loss Continuity and Application (2006 and later tax years), to ask to carry back a loss >>In the Interview >> Loss carry forwards and loss carry backs >> Select either: >>Capital property loss >>Non capital loss https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/corporations/after-you-file-your-corporation-income-tax-return/reassessments-adjustments-your-t2-return/requesting-a-reassessment-your-t2-return.html Note - When you request a loss Carryback then the amount is entered into your 202x tax return. When you EFILE, the CRA assesses the loss Carryback and you will receive a new Notice of Assessment with the refund. The refund will not show in UFILE in 202x. Although other software may show the refund, it is actually the CRA that calculates the amount and sends you the refund.

Hello John L, It displays the full opening / closing UCC and CCA and then splits it eg. 50% If you want the UCC calculation to be verified, 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 Clayton, Normally you enter the T776 and CCA in only one file and split the amounts with a partner eg. Spouse 50% and UFile will generate the T776 for both Family Head and Spouse. You can achieve what you are trying to do by limiting the CCA. If you still wish to have the Spouse not claim any CCA you will have to manually enter each T776 for the Family Head and Spouse (and making the desired split eg. 50%).

Hello Nuhouse, The GST / HST number is a required field for the Ontario Staycation credit was a required field as per the CRA. It must be a GST #. This requirement can now be bypassed. Name and address of facility: The field length is 40 chars – this is a CRA limitation. It is due to the file transfer field length having a maximum as well as the actual form Worksheet ON428 and ON479

Hello SFitz, Please check with the CRA if these legal fees are eligible. **IF they are eligible** please see below : Legal fees - For purposes other than the recovery of a salary or wages These legal expenses must be claimed on line 23200 of the Federal return and on line 250 of the Quebec return. These are costs incurred for the late objection or appeal concerning a notice of assessment issued under the Tax Act on income. They are fees paid to collect a retirement allowance and expenses incurred to make child support payments non-taxable. While for Quebec residents, these are judicial costs you paid to determine your initial right to receive alimony, and to revise your right to receive alimony. These expenses can be claimed on Federal line 22100. NOTE: You cannot deduct expenses paid for a divorce or separation. See the following links for more information: For Federal: 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-232-other-deductions/line-232-legal-fees.html For Quebec: https://www.revenuquebec.ca/en/citizens/income-tax-return/completing-your-income-tax-return/completing-your-income-tax-return/line-by-line-help/201-to-260-net-income/line-250/point-8/ To enter the amount of legal and/or accounting fees incurred for purposes other than the recovery of wages or salaries, please follow the steps below: 1- On the "Left side menu on the Interview tab", select "Interview setup". 2- On the screen to your right, scroll down to "Other topics" group and check the box "Other deduction and credits (includes educator school supply tax credit and home buyers' amount)" and click "Next" at the bottom of the page. 3- Return to the "Left side menu on the Interview tab" and select "Other deductions and credits". 4- On the screen on your right, click on the plus sign "+" icon to the right of the line "Federal Line 23200 - Other deductions (Quebec line 250)". 5- On the page that is generated enter the amount in the field for "Deductible legal fees incurred not related to recovery of salaries or wages". Bear in mind that some of the fees that are deductible on your Federal tax return may not be deductible for Quebec and vice-versa. If the Federal amount is different from that of Quebec, enter the Federal amount and click on the "Maple Leaf" icon. An additional field will be generated to enter the amount for Quebec. This box appears only if you previously entered a Federal amount. If you have no Federal amount, then enter ''$0.00''. This amount will be reported by the program on line 23200 of your Federal return and line 250 of your Quebec tax return, code 08 will be entered on line 249 of the Quebec return. Note: Please keep all your documents in order to provide on request to the CRA or Revenu Quebec asks for it.

Hello Mac12, CRA Result code 15 As per CRA you can't NetFile your return: There are certain types of tax returns that can’t be sent to the Canada Revenue Agency https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/netfile-overview/eligibility.html The CRA has locked your account due to too many failed attempts to NetFile (5xTimes maximum). You should contact the CRA to **unlock the account ie specifically the transmission to Netfile ** and then wait at least 12 hours to NetFile. Please note there is a difference between CRA myaccount and the CRA Netfiling account and not all CRA agents are aware of this.

Hello Ddd, Please go to the Review Section and click on the error message link.

Hello AngelaJ, You should refile 2021. Refile UFile allows to ReFILE your 2021 (and 2022 tax return when the tax season opens) . 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]. Click on "Federal submission" section. On the bottom of the page, click "Re-FILE". 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 form 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". 3) Make the appropriate changes to your file. **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!". Crypto / Virtual Currency Report under Capital Gains >>Virtual currency transactions >>Name of the virtual currency – if numerous transactions put <SEE LIST> Report as Foreign Property – T1135 Report T1135 Foreign Income Verification as Either Simplified methods (if original cost if original cost over $100,000 and under $CAD250,000 OR Detailed if over $CAD250,000)

Hello Lily2000, GST/HST rebate. It is a taxable benefit and generally included in your income for income tax purposes. (This is not the GST tax credit received by lower income taxpayers.) In the Interview >> GST or QST rebate on employment or partnership expenses >> Report income from GST/HST or QST rebates you received in 2022 “+” This amount will be reported as other employment income on line 10400 of your federal return and on line 107 of your Quebec return.

Hello Maggie007, ON(S11) - Tuition, education Ontario's 2016 Budget announced that the ON tuition and education tax credits would be discontinued. IF you have carry forwards from prior years they should appear on the ON (S11) : Unused tuition and education amounts: Enter your unused Ontario tuition and education amounts from your 2021 notice of assessment

Hello Jeremy, T777S - Simple Method: You can claim $2 for each day that you worked at home during that period, plus any other days you worked at home in 2022 due to COVID-19. If you use this method, your employer is not required to complete Form T2200S, Interview setup>>>>Employment Expenses >> T777S - Employment expenses for Working at Home Due to COVID-19 for an employee earning commission income < - - - HERE T777S - Employment expenses for Working at Home Due to COVID-19 for an employee earning a salary T777 - Eligible employment expenses for an employee earning commission income T777 - Eligible employment expenses for an employee earning a salary T777 - Eligible employment expenses for forestry operations T777 - Eligible employment expenses for a salaried musician T777 - Eligible employment expenses for an apprentice vehicle mechanic, painter, body repairer T777 - Eligible employment expenses for a tradesperson TL2 - Eligible meal and lodging expenses (Does not print form TL2) TL2 - Eligible meal and lodging expenses (prints form TL2) Legal fees paid to collect salary or wages

Hello howardck, Enter Address of your principal residence (if different from current address): If different then enter in the field : Street

Hello Aurangzeb, You must cross-check and balance Net income >> Additions to net income (loss)->Loss from disposal of assets with the T2 GIFI Income statement : 8210 Realized gains / losses on disposal of asset 8211 Realized gains / losses on sale of invest. 9609 Gains / losses on disposal of assets

Hello ningbolxy, Your stock of $USD 50,000 @ 1.3013 (USD/CAD BoC 2022 annual rate ) is below the $CAD 100,000 threshold. T1135 Verification Statement - if your foreign property has a value above $100 000 CAD., do not forget to indicate at "CRA questions" and complete the "T1135 Foreign Income Verification Statement". Simplified method: $100,000 to $CAD 250,000 Detailed method : over $CAD 250,000

Hello Christine K, (1.) first-time home buyers' tax credit To claim the first-time home buyers' tax credit, please follow the steps below: 1- On the "Left side menu on the Interview tab", select "Other deductions and credits". 2- On the page appearing on the right, scroll to the group "Other credits" and click on the plus sign "+" icon located on the right of the line " Home buyers' amount for the purchase of a qualifying home (Federal, Quebec)". 3- On the page that appears, on the line "Are you eligible to claim the home buyers' amount and/or the Quebec first-time home buyer's tax credit? ". 4- If you answer "Yes", you must choose whether you share your amount according to the four choices. 5- If you choose "Claim specified amount", you must enter the amount claimed by your spouse and your amount. If the co-owner is not your spouse, leave the field blank. This credit can be claimed in whole or in part by you or your spouse. Please note that if the new home is co-owned by someone other than your spouse, you must also enter the information in the other person's file. The program will generate the Home buyer's amount at line 31270 of the federal return. For more information, consult the following link: 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-369-home-buyers-amount.html (2.) ON BEN .On the page that appears entitled "Ontario Trillium Benefit (OTB)", you must answer the questions on this page; If you are requesting a credit, a section titled "Declaration of information about the principal residence" will appear with the words "Click here". Perform this operation, you return to the "Ontario tax credits" section, choose the "ON-BEN Declaration (s)" group, select one or the options that corresponds to your situation. Enter your information.

Hello SJD, NR4 If you received income from a Canadian source but don't have residency status in that country, you're likely to find that Canadian income tax was withheld from your payment and you will get an NR4 Form sometime in the first quarter of the following year. In most cases, your tax obligation to the Canada Revenue Agency (CRA) is over and done with once you get the NR4 Form. If Non-Resident part of year it goes to Immigrant or Emigrant section T2068 certificate of compliance : T2068 form is not supported in UFile : https://www.ufile.ca/get-started/supported-forms Send the form that applies to your situation to CRA within the allowed time. Be sure to provide the necessary supporting documentation as outlined on Form T2062 and Form T2062A. Missing documentation will delay the issuance of your Certificate of Compliance. If you are letting the CRA know about an actual disposition and you provide the payment to cover the resulting tax payable, or acceptable security, the CRA will issue you a certificate of compliance, Form T2068, Certificate - The Disposition of Property by a Non-Resident of Canada. If you are letting the CRA know about a proposed disposition and you provide either the payment to cover the resulting tax payable or acceptable security, the CRA will issue you a certificate of compliance, Form T2064, Certificate - Proposed Disposition of Property by a Non-Resident of Canada. When you actually dispose of the property, if the facts and amounts of the actual disposition differ from those you reported to the CRA for the proposed disposition, you should send to the CRA another completed form with the changes and provide the CRA with acceptable security or any additional payment to cover the increase in tax payable. The CRA will then issue you a certificate of compliance, Form T2068. https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/information-been-moved/disposing-acquiring-certain-canadian-property.html

Hello ldddll, The amount displayed in Box J of the RL-1 slip is the amount for contributions paid by an employer under a private health services insurance plan. This benefit is included in the amount shown in Box A. These medical expenses are for Quebec purposes only. These contributions are not taxable for federal purposes, and do not appear anywhere on the T4 slip. To enter the amount in Box J of the RL-1 slip, please follow these steps: 1- On the left side menu of the " Interview " tab, select the item "T4 and employment income". 2- On the screen to your right, click on the plus sign "+" icon to the right of the line "T4 and RL-1 (Relevé 1) income earned in Quebec with QPP contributions". 3- On the page that appears, enter the amount in Box J. It is not necessary to make an entry under the heading "Medical, disability, caregiver" to enter this amount, the program automatically transfers it to medical expenses for Quebec residents. This amount will be reported by the program on line 36 of the Quebec Schedule B and, if applicable, the balance displayed on line 40 will be carried over to line 381 of the Quebec return ID: 20211005120959CA.xml

Hello Dennis R, Please contact UFile Support so we may verify the activation code. For telephone support, please call: 514-733-8414 or 1-888-633-8414 (M-F 900 - 2100) An agent can review the issue with you. If you prefer, you can also open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello Sharon111, Yes, as per below : Do you wish to split eligible pension income with your spouse? Transfer to spouse (if eligible) If Transfer ..., enter the amount of eligible pension income to transfer to your spouse [ ] < - - - ENTER desired amount