Geo123
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Posts posted by Geo123
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Hello om Parsons,
In the dependant's file select : Did this dependant have any income in 2022?
Situation on December 31, 2022Click the ? of each of the next two lines in case of specific situations (emigrant, deceased person)
Province of residence on December 31, 2022 Ontario Quebec Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Prince Edward Island Saskatchewan Yukon Deemed resident Non-residentMarital status on December 31, 2022 Single Widowed Separated DivorcedDid this dependant have any income in 2022? No YesDoes this taxpayer require a tax return? Yes Let MaxBack decide No -
Hello DASW,
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.
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Hello Gman,
The CRA serves may be experiencing a very high volume of traffic, try at off peak hours
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Hello Karyn001,
Every individual legally working in Canada including Migrant
Workers is required to pay both provincial and federal taxes.
An individual’s personal situation such as residency status,
income level, marital status, medical expenses and number
of children will affect how that individual is taxed. It is very
important that at the end of each year, individuals report
their income to Canada Revenue Agency (CRA).Unless temporary foreign workers have established
significant residential ties in Canada, they are considered to be
one of the following types of residents for tax purposes:
non-residents
deemed residents
deemed non-residents
https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/individuals-leaving-entering-canada-non-residents/seasonal-agricultural-workers-other-countries.html
What are residential ties?
A home in Canada
Spouse or common-law partner in Canada
Social ties
Canadian driver’s license
Canadian bank account/credit card
Health insurance in a Canadian province/territory -
Hello CeeCee7722,
Is Child Care effected by : However, if you want to prepare your two returns separately, select "Net income only" A new page entitled "Spouse - Basic information" is added to the "Left side menu to the Interview tab" where you can enter basic information only. ***Some transfers will not be possible, because the program will not have all the required information.**
The program cannot calculate childcare if all information regarding both spouses is not present. Suggestion: enter all information for spouse but DO NOT transmit the return.
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Hello Wilson,
You should confirm the identification information with what the CRA has on file.
Error 121 - Please carefully complete both identification fields and try again. Please be reminded that you must use your most recent information regardless of the tax year of the return you are attempting to transmit. Your access will be locked after five unsuccessful attempts.
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Hello Rosa Hernandez,
(1.) T4A - T4A - Pension, retirement, annuity and other income Box 048
Go about half way down the page to >>Fees for services (report this amount as a T2125 - Business or Professional income) 048 QC
(2) T2125 – Business Income
You must also enter corresponding entry in T2125 >> Self-Employment Income:
T2125 - Business income OR T2125P - Professional income OR T2125C - Commission income
*Complete T2125 - Business identification
Name / Address / Fiscal Year (usually Jan 1 – Dec 31)
*Enter in Income/Expenses:
Business income:
Fees for services (T4A Box 048) (Enter the total if you have more than one amount)
Enter any applicable expenses associated with this T4A Box 48
**do not enter in Gross sales, commissions or fees**
***Note For QC RL-1: Rl-1 Box G = RZ-RD Fees for services rendered ---> Same as Box 048
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Hello Faheem,
The Schedule 8- CPP contributions is calculated automatically
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Hello MBTJ,
As per the CRA :
Employment Expenses 2022 - T777
Parking costs
You can deduct parking costs related to earning your employment income as long as you meet all the conditions listed in the section called Allowable motor vehicle expenses (including capital cost allowance). Generally however, you cannot deduct the cost of parking at your employer's office, such as monthly or daily parking fees or the cost of traffic infractions such as speeding tickets. These are all personal costs.
Do not include parking costs as part of your allowable motor vehicle expenses. Enter them on the "Parking" line on Form T777.
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Hello Aik Chang,
In order to accurately assess your situation, with all the information, we would need to look at the file. 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 text and ATTN : Geo
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Hello Aik Chang,
Yes there are specific rules involving EI. For married couples, regular benefits received from the EI program are not considered earned income for the purpose of calculating the child care expenses unless both supporting parents are enrolled in an educational program.
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Hello PhilipE,
I retested and do not have the same duplicate issue as you. If the issue persists please contact us
You can open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us
Employment expenses for working at home due to COVID-19 - Temporary flat rate method
The information entered here is used to complete form T777S Statement of employment expenses for Working at Home Due to COVID-19 and to claim an amount on line 22900 Other employment expenses.
The temporary flat rate method is used to calculate your home office expenses for 2022 for employees who worked from home in 2022 due to COVID-19. If you use this method, your employer is not required to complete Form T2200S, Declaration of Conditions of Employment for Working at Home Due to COVID-19, and you are not required to keep documents to support your claim.
If you meet the condition, 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, up to a maximum of $500.
If you have other types of employment expenses, do not use this page. Instead, use the T777 - Statement of Employment Expenses page.
Did you work more than 50% of the time from home for a period of at least a month (four consecutive weeks) in 2022 due to COVID-19? Yes NoWhat counts as a work day at home ?
Days that can be counted:
- days you worked full-time hours from home
- days you worked part-time hours from home
Days that cannot be counted:
- days off (example: weekends and statutory holidays that you did not work)
- vacation days
- sick leave days
- other leave or absence -
,
In UFile PRO go to :
Interview >> Specific Situations
>>[ ] CRA-Authorizing or cancelling a representative - - >
(Generates T5013 and T183)
>>[ ] Electronic signature - - >
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Hello dawnb61,
Please contact UFile Support so we may review the file. You can also open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us
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Hello Rickster11,
The HST number must be in the format accepted by the Canada Revenue Agency (CRA) example: 123456789RT0001.
https://www.ontario.ca/page/ontario-staycation-tax-credit
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Hello GEORGE SUNCOR,
Northern resident's deduction
You live in a northern area as prescribed by the CRA and for residents of Quebec, the regions are identical to the federal government, except for the "Îles-de-la-Madeleine" region, which is recognized as a northern zone in Quebec only.To qualify for Northern resident's deductions, you must have lived on a permanent basis, in a northern or intermediate zone for a continuous period of at least six (6) consecutive months.
The basic amount can be claimed by all occupants.
The additional amount may be claimed only if another person has not requested the basic amount.
If only one occupant claims for the basic residency amount for the residence, that person can also claim the additional residency amount. Calculate the taxable income of each member of the household to determine which of you would benefit most from the home deduction (basic residency amount).
However, if more than one occupant applies for the basic amount for the same period, no member of the household can claim the additional amount for the residence.
For more information on Northern resident deductions, we suggest that you consult the following guides:
For the CRA:
https://www.canada.ca/en/revenue-agency/services/tax/individuals/segments/northern-residents.html
Revenu Québec:
https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/tp-350.1-v/
To claim your basic and/or additional amount, please follow these steps:
1. On the "Left side menu on the Interview tab", select "Other deductions and credits".
2. On the screen on the right, click on the plus "+" icon to the right of the line "Federal line 25500 - T2222 - Northern resident's deduction".
3. On the page that appears entitled "T2222 - Northern resident's deduction", enter the required information.
4. On the "Residency deduction" section, go to the line "Area for which you are claiming the northern deduction" and in the drop-down menu to your right, select the option that suits you among the 3 available, the third being the Îles-de-la Madeleine, which is considered an intermediate zone at the federal level and a northern zone in Quebec.
5. Enter the relevant information in the "Start and end dates of the northern residence" section.
6. On the line "Number of days to consider for the additional residency amount", enter the number of days you can apply based on the choice you made.
7. The non-taxable board allowance received from your employer appears in box 31 of the T4 slip and is not included in box 14.
If you wish to request "Travel Expenses", please note that certain rules must be followed.
You can only claim 2 trips per year for reasons of holiday or family. As for the number of trips for medical expenses, there is no limit.If your employer has paid you travel benefits, these benefits appear either in boxes 32 or 33 (medical expenses) of your T4 slip. For residents of Quebec, they are entered in box K of the RL-1.
For travel rules, please read Step 3 of Form T2222.
1. Still on page "T2222 Northern resident deduction", see "Deduction for travel benefits" section, you must enter all relevant travel information for which you received a registered taxable benefit in Box 32 or 33 of the T4 slip.
2. If you have received a taxable benefit from the employer, enter the amount on the line "Employee benefits with respect to northern travel", enter the amount and fill in the appropriate boxes for the expenses of the trip. Please note that you must enter the "Lowest return airfare for the northern area travel", even if you have not used an airplane to travel.
3. If you have made several trips for which you received a benefit choose the line, "+ Add another" which is to the right at the bottom of the page.
4. If you have made trips for medical reasons and you have not received a taxable benefit from your employer, you can claim the basic amount for these expenses in the section ''Medical, disability, caregiver".
NOTE: You can only claim this deduction for your own personal trips or for family or medical reasons, and for those made by members of your household (who lived with you at the time of the trip), and whose starting point was a prescribed northern area. Please note that you can not claim this deduction for travel required by your employer or for those related to your job.
The program will generate Form T2222 for the federal return and for residents of Quebec, the form TP-350.1 will be generated.
The deduction will be carry over to line 25500 of the federal return and for residents of Quebec on line 236 of the Quebec declaration.
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Hello Aik Chang,
If you have a spouse it may be due to this :
Generally, the person with the lower net income (including zero income) must claim the child care expenses
Child care expenses are amounts you or another person paid to have someone look after an eligible child so that you or the other person could do one of the following:
- earn income from employment
- carry on a business either alone or as an active partner
- attend school under the conditions identified under Educational program
- carry on research or similar work, for which you or the other person received a grant
The child must have lived with you or the other person when the expense was incurred for the expense to qualify. Usually, you can only deduct payments for services provided in Canada by a Canadian resident. Read Other situations for exceptions.For more information, please read the CRA link below:
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-21400-child-care-expenses.html -
Hello Jeffli2007,
There is no way to extract the data from the file, you must create a new file as a Family Head, for your son who is no longer a Dependant.
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Northern resident's deduction
You live in a northern area as prescribed by the CRA and for residents of Quebec, the regions are identical to the federal government, except for the "Îles-de-la-Madeleine" region, which is recognized as a northern zone in Quebec only.To qualify for Northern resident's deductions, you must have lived on a permanent basis, in a northern or intermediate zone for a continuous period of at least six (6) consecutive months.
The basic amount can be claimed by all occupants.
The additional amount may be claimed only if another person has not requested the basic amount.
If only one occupant claims for the basic residency amount for the residence, that person can also claim the additional residency amount. Calculate the taxable income of each member of the household to determine which of you would benefit most from the home deduction (basic residency amount).
However, if more than one occupant applies for the basic amount for the same period, no member of the household can claim the additional amount for the residence.
For more information on Northern resident deductions, we suggest that you consult the following guides:
For the CRA:
https://www.canada.ca/en/revenue-agency/services/tax/individuals/segments/northern-residents.html
Revenu Québec:
https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/tp-350.1-v/
To claim your basic and/or additional amount, please follow these steps:
1. On the "Left side menu on the Interview tab", select "Other deductions and credits".
2. On the screen on the right, click on the plus "+" icon to the right of the line "Federal line 25500 - T2222 - Northern resident's deduction".
3. On the page that appears entitled "T2222 - Northern resident's deduction", enter the required information.
4. On the "Residency deduction" section, go to the line "Area for which you are claiming the northern deduction" and in the drop-down menu to your right, select the option that suits you among the 3 available, the third being the Îles-de-la Madeleine, which is considered an intermediate zone at the federal level and a northern zone in Quebec.
5. Enter the relevant information in the "Start and end dates of the northern residence" section.
6. On the line "Number of days to consider for the additional residency amount", enter the number of days you can apply based on the choice you made.
7. The non-taxable board allowance received from your employer appears in box 31 of the T4 slip and is not included in box 14.
If you wish to request "Travel Expenses", please note that certain rules must be followed.
You can only claim 2 trips per year for reasons of holiday or family. As for the number of trips for medical expenses, there is no limit.If your employer has paid you travel benefits, these benefits appear either in boxes 32 or 33 (medical expenses) of your T4 slip. For residents of Quebec, they are entered in box K of the RL-1.
For travel rules, please read Step 3 of Form T2222.
1. Still on page "T2222 Northern resident deduction", see "Deduction for travel benefits" section, you must enter all relevant travel information for which you received a registered taxable benefit in Box 32 or 33 of the T4 slip.
2. If you have received a taxable benefit from the employer, enter the amount on the line "Employee benefits with respect to northern travel", enter the amount and fill in the appropriate boxes for the expenses of the trip. Please note that you must enter the "Lowest return airfare for the northern area travel", even if you have not used an airplane to travel.
3. If you have made several trips for which you received a benefit choose the line, "+ Add another" which is to the right at the bottom of the page.
4. If you have made trips for medical reasons and you have not received a taxable benefit from your employer, you can claim the basic amount for these expenses in the section ''Medical, disability, caregiver".
NOTE: You can only claim this deduction for your own personal trips or for family or medical reasons, and for those made by members of your household (who lived with you at the time of the trip), and whose starting point was a prescribed northern area. Please note that you can not claim this deduction for travel required by your employer or for those related to your job.
The program will generate Form T2222 for the federal return and for residents of Quebec, the form TP-350.1 will be generated.
The deduction will be carry over to line 25500 of the federal return and for residents of Quebec on line 236 of the Quebec declaration.
NB : Note that the form has changed starting in 2021 :
*use either the value of the taxable travel benefit received from employment (if any) or, under proposed changes, a portion of the $1,200 standard amount
*If an individual uses the standard amount to calculate a travel deduction in the year, $1,200 is the maximum total amount that may be claimed for each individual who travels, for all trips taken in the year by that individual, whether the trips were medical or non-medical, and regardless of which individual (either you or an eligible family member) is claiming the travel deduction. It is an amount per person, not per trip.
Number of trips: Under proposed changes, you can claim, for other (non-medical) reasons, up to two trips that you took and up to two trips taken by each eligible family member. You also can claim any number of medical trips taken by you or an eligible family member. However, no more than two non-medical trips taken by any individual (themselves or an eligible family member) in a year can be claimed by all taxpayers combined.
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Hello bhatiyali,
Amount for an eligible dependent
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 2021;
* 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.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.
For additional information on the eligible dependant amount, please consult this link:
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Please note that it is not possible to indicate in the field "Marital status" that the dependant is married or has a common-law spouse, because you cannot file the tax returns of the couple within your file. Therefore, in your file, you must choose "single" as the marital status of the dependant.
**This is done only to obtain the Caregiver credit the parents tax returns are not actually filed.**
>>You then file the actual tax returns of the parent dependants ( who have a spouse) separately ie their actual filing, which is distinct from yours, to the CRA
FYI - 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
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Hello Arkadi T,
This means you did not Save / PDF the prior year. Go to the prior year and Save / PDF and then C/F to current year.
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Hello AmicusAccounting,
You must update the UFile PRO software. >> *Settings (top right hand corner) >>Check for updates >>You should also check off [ ] Check for updates automatically
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Hello Alex44,
How to repay the funds withdrawn from RRSP(s) under the Home Buyers’ Plan (HBP)
NoteCurrently, the HBP withdrawal limit is $35,000. This applies to withdrawals made after March 19, 2019.
On this pageWhen do you start making repayments?
Repaying the amount you withdrew
Special repayment situationsWhen do you start making repayments?
You have up to 15 years to repay to your RRSP, pooled registered pension plan (PRPP) or specified pension plan (SPP) the amounts you withdrew from your RRSP under the HBP.
Your repayment period starts the second year after the year when you first withdrew funds from your RRSP(s) for the HBP. For example, if you withdrew funds in 2023, your first year of repayment will be 2025.
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Hello Colinn,
Also be aware of RQ NetFile restrictions :
General Restrictions for the 2022 Taxation YearIf any of the situations below apply to you, you have to file your income tax return by mail. You cannot file it online. Be sure to enclose form TPF-1.U-V, Income Tax Return Data, which contains the two-dimensional barcode.
Your social insurance number begins with 9, and no income tax return has been processed for you (unless you are a new resident of Canada or a foreign student).
Instead of a social insurance number, you have a temporary identification number that begins with 0.
You declared bankruptcy in 2022 or 2023 and have not been discharged.
Your address is outside Québec or you were not resident in Québec on December 31, 2022, unless both of the following apply:
You are an individual in business, you operated a business in Québec in 2022 and you were resident elsewhere in Canada on December 31, 2022.
You are filing form TP-25-V, Income Tax Payable by an Individual Resident in Canada, Outside Québec, Who Carries On a Business in Québec, with your income tax return.
Your only address is a P.O. box.
You were not resident in Canada throughout 2022 (unless you are a new resident of Canada or a foreign student).
You are requesting an income tax adjustment on line 402 of Schedule E.
You want to file a second original income tax return for the 2022 taxation year.
Capital Net Loss Line 25300 didn't updated
in Technical questions
Posted
Hello NICLUU,
RE : Line 25300 - Net capital losses of other years / Line 12700 - Capital gains.
If you have both capital gains and capital losses, you can offset the capital gains with capital losses until you reach zero. If you only have capital losses, the CRA allows you to use the capital loss to offset a capital gain you originally declared in the previous 3 years (Loss carryback), or you are allowed to carry forward the capital loss into the future