Geo123

Hello FiletoOWN, If you have an unused contribution to your RRSP from the first 60 days of 2021, the reporting method will depend on the actual situation. If the amount was reported in 2021 and not used in 2021, therefore carried over to 2022, then it is an unused contribution and the UFile program would have carried it over to 2021. IF you have a RRSP from the first 60 days of 2021, and it was never reported before, then you have to make an adjustment to your 2021 tax return or if you successfully NetFiled your 2021 tax return you can ReFILE your 2021 return after you have made the entry into your 2021 return.

Hello Bill M, Covid Repayment T4E (Boxes 26 "Overpayment recovered or repaid" & 30 "Repayment of an overpayment") T4E : Overpayment recovered or repaid $1,111.00 Repayment of an overpayment 30 $1,111.00 Repayment of the CERB (this amount is included in box 30) $1,111.00 >>Box 30 Help : Enter the repayment of the CERB (this amount is included in box 30) [Fed. L.23210] UFile will deduct it on line 23210 of your federal return and on line 246 of your Quebec return. T1 : F23210 Federal COVID-19 benefits repayment (box 201 of all federal T4A slips) [23210] $1,111.00 <----ALSO for T4E slip

Hello DaveMcK, Please contact UFile Support so we may review the file confidentially. The one for about 20 entries should work, the other with about 200 may be too many. Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us

Hello mochhug, You should modify for the latest amounts ie the reassessment.

Hello Craig Brown, Please try the pw reset again. I just tested it and it is working.

Hello xj0606, I am able to enter 2024 date. Please verify all the data entry on the page. Beginning of leasing contract (dd-mm-yyyy) 01-01-2019 End of leasing contract (dd-mm-yyyy) 31-12-2024 ok Tax Return : Eligible leasing costs for passenger vehicles leased after December 31, 2000 ok

Hello pixie, Correct 25% Business use, which should then be split 50% with Spouse. Please verify on the T777 Example of 25% T777 p2 Line 16 – Calculation of work-space-in-the-home expenses Electricity, heat, water, home Internet access fees $10,000 47 Total employment-use amount $2,500.00 48

Hello Paul Carey, Sorry you are experiencing technical issues with the site, the IT Teams is aware and are working diligently towards resolution. We apologize for the inconvenience.

Hello peterthesaint, Sorry you are experiencing technical issues with the site, the IT Teams is aware and are working diligently towards resolution. We apologize for the inconvenience.

Hello Lloyd Lemon, Sorry you are experiencing technical issues with the site, the IT Teams is aware and are working diligently towards resolution. We apologize for the inconvenience.

Hello iprep, If you are 65 years of age or older at the beginning of the tax year and you live in Ontario on December 31 , you may claim this credit. Before declaring the public transit costs, verify if the services are eligible by visiting the following link: https://www.ontario.ca/page/ontario-seniors-public-transit-tax-credit Note: Specialized transit services for persons with disabilities are eligible. Only you can claim the cost of your public transportation services. To claim this refundable credit, please follow the following procedure: 1. In the "Left side menu on the Interview tab" select the "Other deduction and credits". 2. On the right-hand side of the screen, click on the plus "+"icon to the right of the line "Schedule 1 line 364 - Amount for cost of public transit passes". 3. On the page generated on the right, go to "Ontario seniors' public transit tax credit (ON-479)" section. ON479 - Ontario seniors' public transit tax credit You may be able to claim the Ontario seniors' public transit tax credit (OSPTTC) if: you were at least 65 years old on the last day of the preceding taxation year; you were a resident of Ontario at the end of the year; and an amount was paid by or for you for the use of eligible public transit services in 2022. Only you can claim the cost of your public transit services. Description and amount paid to use eligible public transit services in 2022:

Hello JohnA, You can not Refile with UFile for CVITP. You should make the adjustment manually (T1-ADJ). You can use the program to make an adjustment to a tax return that has already been filed. Make sure you have received your notice of assessment before asking for changes to your return. NOTE: We recommend that you keep your previously filed tax return, and prepare separately an amended tax return based on the changes you make. Print this amended tax return and compare it with your original tax return. Take note of the line numbers that are affected, as you will need them when completing your adjustment request. To do so, please follow these steps: 1- In the "Left-side menu on the Interview tab", click on "Interview setup". 2- On the page that appears to the right, scroll down to the "Other topics" section, check the box for "Adjustment request for a tax return that has been filed" and click "Next" at the bottom of the page. 3- Return to the "Left-side menu on the Interview tab", select "Adjustment request" at the bottom of the list and, on the right-hand side of the screen, click on the plus "+" symbol to the right of the form you need, either "T1-ADJ adjust a federal tax return" or for Quebec residents "TP-1.R adjust a Quebec tax return". 4- Select the "Taxation year" you want to correct from the drop-down menu to your right, and then enter the relevant information. 5- For the question "Line number of the jacket regarding the adjustment", choose the one that applies from the drop-down menu. Then, on the next two lines, enter respectively the amount that was claimed on the original tax return, followed by the revised amount to be claimed on the amended tax return. 6- If you have multiple lines to correct, click on "+ Add another" to add additional lines. 7- If you have additional information or explanations, fill out the bottom section. If needed, attach a separate sheet with your adjustment request by recording the necessary information. If applicable, provide also the corresponding line number for the credit. 8- For Québec residents who wish to amend both their federal and Québec returns, in the "Left-side menu on the Interview tab", click again on "Adjustment request" at the bottom of the list and repeat the procedure. 9- Once you have completed your adjustment request(s), click on the fourth tab "Tax Return". 10- Double check to make sure the adjustment request(s) are completed correctly. Then, click on the "Print" icon, choose the option "Selected pages" and on the list to the right, select the pages to print, i.e. the forms T1-ADJ (federal) and/or TP-1.R (Quebec). To select multiple pages, press and hold the "Ctrl" key on your keyboard when clicking the pages to print from the list. Finally, click on the button "Start printing". >>Other topics >> Adjustment request for a tax return that has been filed Please note that you cannot submit an adjustment request electronically via NETFILE. You must print and mail the T1-ADJ and/or the TP-1.R. Be sure to sign your request(s) and provide all supporting documents. Also, please make sure to include a telephone number where the CRA and/or Revenu Quebec may contact you during the day.

Hello JohnA, UFile Windows - Auto-Fill Return (AFR) : We have updated UFile 2018 to UFile 2020 to use Microsoft EDGE which uses Edge WebView. (we no longer use Microsoft Internet Explorer 11). Note that this also applies to the AFR for 2021 and 2022. If you are receiving error messages, for AFR, relating to Internet Explorer (IE11) you should uninstall and reinstall your current versions of UFile 2018 to UFile 2020. Download the latest versions here : UFile CVITP >>Previous Versions: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011. Click on the year for the installation file required. https://www.ufile.ca/products/cvitp You should also verify if Edge WebView has been installed : C:\Program Files (x86)\UFile 2020\DTWebViewApp\bin\Release If it is not installed then go here to download the installation: Edge WebView installation from the official Microsoft website to download the installation file “MicrosoftEdgeWebview2Setup.exe” https://go.microsoft.com/fwlink/p/?LinkId=2124703

Hello Guy Grenier, Go to >>>Interview Setup >> Investment income and expenses >> >> T5013 - Statement of Partnership income

Hello Dirgni, Error code T859, you must submit an authorization in the current year, 2022, for tax years 2020 and 2021.

Hello Qasim Bhatti, You should enter the Disability in the file of the Dependant and Tuition in the file of the Spouse. UFile will optimize the credits for the family. For the error messages please go to the Review and click on the error message links. (1.) To claim the Disability Tax Credit You must claim the credit for every year that you are eligible. It must be claimed in the file of the person with the disability. >>>Interview setup [Interview setup (left hand navigation pane - - beneath “CRA Express NOA”) >> Double click the interview setup] >>>>Go to Right Hand Screen - Interview SetUp >>>>Medical expenses, disability, caregiver >>>> Infirmity and Disability amounts claim for yourself* (line 31600) -Name or description of infirmity: - - - >Put description -Are you eligible for the disability amount on federal line 31600? - - - >Leave blank (NULL) -Does this infirmity provide entitlement to the Canada caregiver amount?- - - >Answer yes or no (if require care for daily needs) (2.) Tuition 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.

Hello BomberFan67, 1 - In the "Left side menu on the Interview tab", click on "T4 and employment income". 2 - On the right-hand side of the screen, select one of the first two options, either "T4 and RL-1 income earned in Quebec" or "T4 income (earned in any province except Quebec)" as per your situation, and enter the information found on your T4 slip in the appropriate boxes. 3 - At the center of the page, you will find the fields to complete for boxes 66 and 67. For "Box 66 - eligible retiring allowances (RL-1 Box O (RJ)" , enter in the field on your right the amount shown in Box 66 of your T4 slip. 4 - If an amount was transferred directly to an RRSP/PRPP, enter the amount transferred to an RRSP/PRPP in the field "Portion of Box 66 transferred to a RRSP/PRPP". 5 - However, if this amount was transferred within the first 60 day of 2022, also enter the amount in the section entitled "Portion of Box 66 transferred to an RRSP/PRPP (From the unused RRSP/PRPP contributions of January and February 2022)" . 6. If an amount is transferred directly to an RPP, enter that amount on the line "Portion of the box 66 transferred to an RPP". 7 - However, if no portion of the amount in Box 66 was transferred to an RRSP or RPP, either by you or by your employer, leave these two lines blank. 8 - On line "Box 67 - Non-eligible retiring allowances (RL-1 box O (RJ)", enter the amount shown in Box 67 of your T4 slip. Note to residents of Quebec: If the amount in Box O of the RL-1 slip is different from the sum of amounts in Boxes 66 and 67 of the T4 slip, click on the "Maple leaf" icon to the right of the line to generate a field for another jurisdiction and enter the amount in Box O of RL-1.

Hello AnneSL, To claim this credit, please follow the steps below: 1.In the left side column of the “Interview” section, click on the page “Interview setup”. 2.On the “Interview setup” page, scroll down to the section on “Other topics” . 3.In the “Other topics” section, place a check mark next to “Other deductions and credits (including school supply and home buyers’ amount)” 4.Then, click on the little blue circle with the white arrow ( which jumps directly to the “Other deductions and credits” page). 5.Or you can click “Next” at the bottom of the page and then return to the left side column to click on the “Other deductions and credits” page. 6.On the “Other deductions and credits” page select ON479 line 63052 -Ontario staycation tax credit by clicking on the little plus sign beside the title. 7.Complete the page according to your information. 8. 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. To see the calculation detail please refer to Schedule ON Provincial worksheet “Worksheet ON428 and ON479”. This also appears on “ON 479 – Ontario Credits p1” line 63052. The refundable credit will appear on your Federal tax return line 47900. You can claim eligible expenses of up to $1,000 as an individual or $2,000 if you have a spouse, common-law partner or eligible children, to get back up to $200 as an individual or $400 https://www.ontario.ca/page/ontario-staycation-tax-credit

Hello BrandiLeigh, Normally you should always let MaxBack decide ie optimize the tax return. The maximum would be when the non-refundable tax credits reduce tax payable to zero.

Hello KATHERINEZ, When you change your principal residence to an income producing property, such as a rental or business property, you can make an election not to be considered as having started to use your principal residence as a rental or business property. This means you do not have to report any capital gain when you change its use. If you make this election, you cannot claim capital cost allowance (CCA) on the property. Any income in respect of a property, net of applicable expenses, must be reported for tax purposes. https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/personal-income/line-12700-capital-gains/principal-residence-other-real-estate/changes-use/changing-your-principal-residence-a-rental-business-property.html

Hello KATHERINEZ, Please go to Interview >> Other topics SECTION >> Repaid amounts made to the government or to an employer >>Types and amounts of repayments made >> T4 repayment (Current year T4)

Hello Don Malo, If you are getting a reject from Revenu Québec regarding an invalid telephone number, please follow the steps below: Go to your spouse's "Interview" section. On the "Spouse Identification" page, answer "Yes but different phone number" to the question “Do you have the same address as your spouse?” Click "Next" at the bottom of the page. Enter your phone number in the "At home" field. Leave the other fields blank. Then try to submit your tax return again

Hello DLSteve, Please check the Fiscal period dates : Beginning of fiscal period of business (e.g. 01-01-2022) 01-01-2022 Fiscal year-end of your business (e.g. 31-12-2022) 31-12-2021 < - - - WRONG DATE ERROR MESSAGE : The date entered as the fiscal year-end of a business precedes the beginning of its fiscal period. Click here to fix. You entered an invalid date as the fiscal year-end of a business. The entry must indicate 2022. Click here to fix.

Hello mthyvold, Please go to the Review section (tab 4) and click : Both fields must be filled. This error prevents tax calculations. Click here to fix. Verify : Other expenses Description and amount of other employment expenses [Description ] [ $ ]

Hello ROJO, UFile allows to ReFILE your tax return for this year and last year . For the prior tax years you should make the adjustment manually (T1-ADJ). You can use the program to make an adjustment to a tax return that has already been filed. Make sure you have received your notice of assessment before asking for changes to your return. NOTE: We recommend that you keep your previously filed tax return, and prepare separately an amended tax return based on the changes you make. Print this amended tax return and compare it with your original tax return. Take note of the line numbers that are affected, as you will need them when completing your adjustment request. To do so, please follow these steps: 1- On the "Left-side menu on the Interview tab", click on "Interview setup". 2- On the page that appears to the right, scroll down to the "Other topics" section, check the box for "Adjustment request for a tax return that has been filed" and click "Next" at the bottom of the page. 3- Return to the "Left-side menu on the Interview tab", select "Adjustment request" at the bottom of the list and, on the right-hand side of the screen, click on the plus "+" symbol to the right of the form you need, either "T1-ADJ adjust a federal tax return" or for Quebec residents "TP-1.R adjust a Quebec tax return". 4- Select the "Taxation year" you want to correct from the drop-down menu to your right, and then enter the relevant information. 5- For the question "Line number of the jacket regarding the adjustment", choose the one that applies from the drop-down menu. Then, on the next two lines, enter respectively the amount that was claimed on the original tax return, followed by the revised amount to be claimed on the amended tax return. 6- If you have multiple lines to correct, click on "+ Add another" to add additional lines. 7- If you have additional information or explanations, fill out the bottom section. If needed, attach a separate sheet with your adjustment request by recording the necessary information. If applicable, provide also the corresponding line number for the credit. 8- For Québec residents who wish to amend both their federal and Québec returns, in the "Left-side menu on the Interview tab", click again on "Adjustment request" at the bottom of the list and repeat the procedure. 9- Once you have completed your adjustment request(s), click on the fourth tab "Tax Return". 10- Double check to make sure the adjustment request(s) are completed correctly. Then, click on the "Print" icon, choose the option "Selected pages" and on the list to the right, select the pages to print, i.e. the forms T1-ADJ (federal) and/or TP-1.R (Quebec). To select multiple pages, press and hold the "Ctrl" key on your keyboard when clicking the pages to print from the list. Finally, click on the button "Start printing". >>Other topics >> Adjustment request for a tax return that has been filed Please note that you cannot submit an adjustment request electronically via NETFILE. You must print and mail the T1-ADJ and/or the TP-1.R. Be sure to sign your request(s) and provide all supporting documents. Also, please make sure to include a telephone number where the CRA and/or Revenu Quebec may contact you during the day. The CRA will send you a Notice of Reassessment once your adjustment request has been processed. Revenu Québec will do the same once they processed your TP-1.R form.