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Geo123

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Everything posted by Geo123

  1. 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.
  2. 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 ] [ $ ]
  3. 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.
  4. Hello Wilyums, Please try submitting without the GST/HST number, CRA may have updated the requirement that this is an obligatory field.
  5. Hello Wilyums, Please try submitting without the GST/HST number, CRA may have updated the requirement that this is an obligatory field.
  6. Hello Susan Kelly-Deschenes, Yes, you download the installation from here : UFile 2022 => https://cdn.ufile.ca/ufile/UF2022AMGH48YHVNENB238L3C9T3Z/ufile2022.exe
  7. Hello taxperson5, You can manually consolidate T4/RL-1 and T4/RL-1 CPP/RPC. Regarding the sum of the two box 14's, if the amounts are different, then likely yes however you should check with the issuer.
  8. Hello Brenda Murphy, 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
  9. Hello Moh, With Ufile Windows unfortunately there is no way to access the file without the password. We do not keep a record of these and there is no bypass. (we can only reset a password for Ufile ONLINE)
  10. Hello Wrench, To access previous years, after logging in from the main landing page : Tax years list : [2022] [Launch] < - - - - -select “Launch” |\/|Load previous tax years < - - - - -To display all tax years in the file If still not visible please check if you have another username.
  11. Hello mrproza, 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
  12. Hello krystaline86, Thank you for your suggestion, I will pass it on to the DEV / IT team.
  13. Hello PeteH, You should check with the brokerage or securities dealer if the funds are Canadian or Foreign eg. Pimco and Fidelity are both Canadian and US based. 7. Property held in an account with a Canadian registered securities dealer or a Canadian trust company A taxpayer who held specified foreign property with a Canadian registered securities dealer (as defined in subsection 248(1) of the Act) or with a Canadian trust company (as determined under paragraph (b) of the definition of restricted financial institution in subsection 248(1) of the Act) is permitted to report the aggregate amount of all such property in this category. The table for this category should be completed as follows: • all of the property held with a particular securities dealer or trust company should be aggregated on a country-by-country basis; • it is also acceptable to provide aggregate totals for each particular account on a country-by-country basis; • refer to the "country code" instructions above to determine the appropriate country for each property; and • the maximum fair market value during the year may be based on the maximum month-end fair market value https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/t1135/t1135-19e.pdf
  14. Hello r.huang3, Total proceeds should be greater than $0.: Virtual currency transactions Number of units sold Date of acquisition (dd-mm-yyyy) Date of disposition (dd-mm-yyyy) Method of alienation Total proceeds from the sale of the property < - - - Enter proceeds of sale Adjusted cost base of the property < - - - Enter ACB related to the sale
  15. Hello susieqq, If you have Saskatchewan Home Renovation Tax Credit SK(S12), go to the section Medical, disability, caregiver and select Home Accessibility Expenses (line 31285). Home Accessibility Expenses You may be eligible for the Home Accessibility Expenses at the end of 2022: you were a qualifying individual; or you were an eligible individual making a claim for a qualifying individual. For more information, click here. You may be eligible for Saskatchewan home renovation expenses if: you were a resident of Saskatchewan; the total eligible expenses incurred in {year}, must be in excess of $1,000; the eligible dwelling is a housing unit located in Saskatchewan that is owned by the taxpayer and that is their principal residence during the tax year. Tax Return : >> SK 428 Home renovation expenses ( attach Schedule SK(S12)) [58340]
  16. Hello D E, UFile's ability to absorb downloaded data is a function of computer memory (as well as internet speed and network latency) and the other data in your file. Issues have also arisen when a T5008 contains a corrupted or bad record eg. T5008 with a NULL value where it should not be. Of note, keep in mind that the broker is not obligated to divulge the actual Actual Cost Base (ACB) of your transactions to the CRA; therefore, although you may be able to import the data without data entry into UFile it does not necessarily mean that the data is accurate and complete.
  17. Hello Claude C, 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.
  18. Hello Mike F, It is not clear if you are currently Non Resident or Resident of Canada, either can be done in UFIle. Non Resident - Select Non resident from Interview <---- Select according to your status eg. Emmigrated Resident - Select T1135 - Foreign income or foreign property >>Foreign non-business income Section >> Foreign employment income
  19. Hello LOU23, 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. Regarding full capital loss in the T1A or just 50%? : For Stock / Share loss must include the inclusion rate of 50%
  20. Hello Natty, Please contact UFile Support so we may review the file confidentially. You can open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us
  21. Hello Jason2019, I will pass on this SUGGESTION to the DEV team for future consideration. Of note, the number of months do appear on the T2202, and this could effect all students with redundant warnings.
  22. Hello Thatgirlmona, You should consult with an accountant or tax advisor on this question.
  23. Hello Fabio, 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.
  24. Hello SV2022, This may be your situation, if you worked in Quebec in the current taxation year but resided in another province (e. g. in Ontario), you should have received two tax slips: a Federal T4 slip and a Quebec RL-1 slip. In the "Review" tab, you may see the following "Warning": "The pensionable earnings entered for a T4 exceed the amount of T4 income". Please ignore this warning. The program will generate the Form RC381 pertaining to the inter-provincial calculation of the CPP and QPP contributions and overpayments.
  25. Hello, If it's not a T4 with box 82 then you likely received a T4A with box 048. You only compete the T4A NOT the T4 and T2125
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