Geo123

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.

Hello Wilyums, Please try submitting without the GST/HST number, CRA may have updated the requirement that this is an obligatory field.

Hello Wilyums, Please try submitting without the GST/HST number, CRA may have updated the requirement that this is an obligatory field.

Hello Susan Kelly-Deschenes, Yes, you download the installation from here : UFile 2022 => https://cdn.ufile.ca/ufile/UF2022AMGH48YHVNENB238L3C9T3Z/ufile2022.exe

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.

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

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)

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.

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

Hello krystaline86, Thank you for your suggestion, I will pass it on to the DEV / IT team.

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

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

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]

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.

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.

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

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%