Geo123
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Posts posted by Geo123
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Hello TracyofBC,
Not sure what you mean by "Last year was the first time filing a return for our dependent. ...as a combination of of our address at the time of filing and our address from our previous province (a couple addresses prior). ". Is it a separate file for the dependant?
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Hello Elaine,
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.While this Access code is not mandatory, if you do not enter your Access code, you will not be able to use any information from your 2022 tax return when confirming your identity with the Canada Revenue Agency. You will have to rely on other information for authentication purposes.
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Hello MA958,
This box G-1 indicates that you received a benefit on which no QPP contribution was withheld.
As the QPP is under Quebec's jurisdiction, you must use the RL-1 data.
Consequently, the salary eligible for the QPP is the one entered in box G of the RL-1.
You must therefore enter the amount in box G of the RL-1 in box 26 of the T4 slip on page "T4 - Statement of Remuneration Paid (RL-1) with QPP contributions".
Then, go to the bottom of this page, and choose the line "Other information (click on the triangle to see the list of choices)", select the option "RL-1 (G-1) taxable benefit in kind" and enter the amount from box G-1 of your RL-1 slip.
On page 2 of the Quebec return, you will note on line 98.1 that the amount is equal to that in box G of the RL-1 slip.
In addition, you will note that the amount on line 102 is a taxable benefit included on line 101, on which no QPP contribution was withheld.
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Hello clappedk24accord,
Yes you need a T2200 from Employer. For the other expenses you refer to.
EMPLOYMENT EXPENSES - SALARIED EMPLOYEES
If you are a salaried employee, you can deduct certain of your expenses that relate to your work. However, make sure you have received from your employer the federal form T2200 and if you are Quebec resident, the form TP- 64.3, both completed.
To claim those employment expenses, please follow these steps:
1. On the "Left side menu of the Interview tab", select "Interview setup".
2. On the screen to your right, go to the "Employment and other benefits" group, check the box for "Employment expenses (including T777)" and click on "Next" at the bottom of the page.
3. Return to the "Left-side menu on the Interview tab" and select the "T4 and employment income". For residents of all provinces except Quebec, select "T4 Income (earned in any province except Quebec)", while for Quebec residents, and choose "T4 and RL-1 (Relevé 1) income earned in Quebec with QPP contributions".
4. On the page that is generated enter the information of your T4 slip and for Quebec RL-1.
5. Return to the "Left side menu on the Interview tab", select "Employment Expenses".
6. On the page generated on the right, entitled "Employment expenses", on this page choose "T777"eligible employment expenses of an employee earning a salary", click on the plus sign "+".
7. On the page entitled "Employment expenses" Employee earning a salary" enter all the required information and click "Next" at the bottom of the page.
8. To record your eligible motor vehicle expenses, click on the "Motor vehicle expense" section and enter the relevant information.
9. If you received an "Allowance for your motor vehicle expenses", enter the amount on the line "Motor vehicle expenses (except CCA & interest) ".
10. You have your office at home, choose the subsection "Home office expenses".
11. On the line "Percentage (%) of home being used for personal purposes " indicate the percentage. Subsequently, you must answer the questions that concern you.
12. If you are a tenant, on the "Office rent" line, enter the annual cost of the rent you paid.
13. If you purchased equipment for your work, enter the cost on the "Other home office expenses - specify" line.
14. If you received an Allowance from your employer, enter the amount in one of the three (3) lines in the "Allowance" subsection.
15. You must complete the subsection "Employment conditions" and answer the questions. For Quebec residents, also click on "Employment conditions - Quebec" and enter the requested information.
Your employment expenses will be entered by the program in federal form T777 and on line 22900 of the federal return. If you are a Quebec resident, the TP-59 form will be generated and the amount will be reported on line 207 of the Quebec return, with the appropriate code displayed on line 206.
NOTE: You must keep a record of all the expenses you incurred. This register must be kept for a period of six (6) years after the end of the tax year, as the CRA (and/or for Quebec residents, the MRQ) may request some of your documents.
For more information, please visit the following links:
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Hello Robert Marcoux,
Business address would relate to a Rental T776 OR a Business T2125. Check on the left hand side of the Interview page.
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Hello Peggy,
For 2021 AFR you must use 2022 authorization. UFIle does check for updates automatically, there should be one very shortly, please recheck your settings.
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Hello Iamlani,
Correct, she is not eligible for CWB as a full time student. There is no transit tax credit available to her.
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Hello CHAKRAVARTYD,
How to complete CCA is found in the above YT link ' https://youtu.be/NzNz8YztUgU
1) How do i fill the CCA forms in UFile for an apartment? Like how do i determine the Land + building cost since I cannot deduct the Land cost. I purchased this apartment in Oct 2019 and this is my first year I want to claim the CCA.
>>You can get an appraisal or consult your municipal tax bill (if they break it out)
2) What amount shall I fill in the "Opening balance of the undepreciated Capital Cost"
>>The opening UCC based on the above appraisal
3) What amount shall I fill in the "ACB of the depreciable capital property for this class"?
>>Based on the above appraisal
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Hello Jules,
Please contact UFile Support so we may review the file confidentially. Please refer the issue to : ATTN GEO
For telephone support, please call: 514-733-8414 or 1-888-633-8414
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 Camelia,
You received a T4 slip with an amount in Box 66 and/or Box 67, following a dismissal and/or a retirement in the tax year. In order to account for this situation, please follow these steps:
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
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Hello AndHca,
When you receive your Notice of Assessment you can REFIle with UFile.
- - > Refile with UFile ONLINE for Tax Year 2021 AND Tax Year 2022
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!".
-àFor Revenu Quebec same process applies but for Revenu Quebec ReFile
Note that cannot refile with Quebec until you have received your assessment
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Hello B. Perron,
Yes, if no financial assistance / subsidy / rebate was received you leave it blank.
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Hello DarinS,
You file the tax return based on your residence for Dec 31, 2022 - not both provinces.
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Hello Ninon Grand-Landau,
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 Haoming,
(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
(3.) Also please verify that you did not mistakenly create another (duplicate) T2125
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Hello alwin,
Given that income is less than $3,500 you can select "CPP/QPP Exempt (rare)!"
Exempt (CPP/QPP, EI, PPIP) (Warning: If exempt, see help.) -
Hello jmmendoz,
You can carry forward from UFile Windows 2021 to UFile ONLINE 2022, and UFIle Windows 2021 to UFile Windows 2022, you can not carry forward UFIle ONLINE 2021 to UFile Windows 2022.
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Hello Ellie'sAsking,
Ontario residents can claim 20% of their eligible 2022 accommodation expenses, for example, for a stay at a hotel, cottage or campground, when filing their personal Income Tax and Benefit Return for 2022. 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
· You are eligible to claim the credit if you are an Ontario resident on December 31, 2022.
· Only one individual per family can claim the credit for the year. Your claim can include the eligible expenses of your spouse or common-law partner and your eligible children.
· An eligible child is not entitled to claim the credit.
· If you do not have a spouse or common-law partner, or eligible child, you can claim your own eligible expenses for the credit.
For more information on this topic please click on this link:
https://www.ontario.ca/page/ontario-staycation-tax-credit
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.
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Hello Franny,
This is correct, you can not remove Family Head. Please contact UFile Support so we may arrange for a voucher given that you already paid for this account.
For telephone support, please call: 514-733-8414 or 1-888-633-8414
An agent can review the issue with you.
If you prefer, you can also open a request ticket, cut and paste this dialogue, and submit on-line at https://www.ufile.ca/contact/contact-us -
Hello Mathieu B,
Yes you can do this in UFile. T1B - Request to Deduct Federal COVID-19 Benefits Repayment in a Prior Year
The information regarding the new form T1B can be found in the section “Losses of prior years, carrybacks”. -
Hello SomeRealtor,
Thank you for posting this, you are correct. Also see detailed instructions below.
The CRA Web Access Code (WAC) is generated automatically by UFIle T2 on the EFile Tab – not from the CRA. Before you can get the WAC code all errors must be cleared in the Review section.
Before you can have the button [GET WAC] (Web Access Code) appear in the E-FILE tab, please complete the section Mailing address of the corporation.
>>Other addresses
>>Mailing address of the corporation < - - - COMPLETE THIS
As of 2018, the web access code is generated automatically in the EFile tab via the UFile T2 software and not from the CRA. Note that the Federal Web Access Code (WAC) is 8 digits.
To generate the WAC code:
>>>In the EFile Tab you should see on the screen:
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>>First screen :
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Filing status for: My_Corporation_Name
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A corporation's file can be submitted when its applicable status shows "Ready for filing…………
….. Please ensure you have completed and reviewed all of your entries prior to filing.
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My_Corporation_Name - - -> Federal [~ - >] Ready for filing < - - - CLICK HERE
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>>Second screen :
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Federal submission for: My_Corporation_Name
Canadian corporations should file a federal corporate income tax return. If the federal corporate income tax return is not filed electronically, then it may be printed and mailed to the Canada Revenue Agency.
To proceed with Corporation Internet Filing online transmission, ……………………….
………. Or, if filing on behalf of a client, my client has signed Form T183CORP and certified that the attached electronic return is correct, complete, and reports the client's income from all sources.
Federal Web Access Code (WAC)
If you do not have a Federal Web Access Code you may automatically retrieve one by clicking the button Get WAC
[Get WAC] < - - - CLICK HERE
Federal Web Access Code (WAC): [ ] < - - - CODE WILL APPEAR HERE
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Hello acorbin2222,
Please contact us for a voucher so you do not have to pay again.
For telephone support, please call: 514-733-8414 or 1-888-633-8414
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 Jack Trenor,
UFile will prompt you for payment when you go to Tab 4 - Tax Return (Spouse)
Ufile made a mistake in reporting the total RRSP withdraw for HBP in the line 24700
in Technical questions
Posted
Hello 87114023,
UFIle should add the two, I have tested and it does add them. You can also open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us. Please post the above comment in the request.