Previous Year Data Transfer

[VLee]

My 2020 data are not readable by the 2021 Ufile. Who can help me find out how to maybe reconfigure my 2020 tax information so that 2021 Ufile and carry them forward?

[clw]

Are you importing the .u20 file? A PDF version of your tax return cannot be imported. If you still have Ufile 2020, you can try opening last year's .u20 file and then re save it.

[JKH]

I too am having the same problems about up loading the previous year.

How do I save the *.u20 file?  I can only find the PDF file.

 

 

 

[dl.shenyu]

open your file explorer -> search function -> key word ".u20"

Try to find...

[Cathy Lynn]

don't know if this is the right thread to ask this or now but when I open the 2021 Online and start a new return it is automatically populating the information for my daughter and son in law. There is no way to change this to my and my husband's return. The only returns that are available are only my daughter and son in law. How can I also access our returns 

 

[Cathy Lynn]

dl.shenyu I did the returns on my laptop last year but have upgraded my PC at home and was planning on doing them on it so I guess I need to fire up my laptop to see if I can find the file.

[G-Hiotis]

Hi Cathy,

You can't access tax returns done with our desktop product online. Any returns done online require one account per family. As such, your return and your husband's return should have a separate account from your daughter's and son-in-law's. 

Hope this helps - George Hiotis QA Manager UFile.ca

[Elizabethg]

Hi Is it possible to bring in data from 2021 Ufile to 2020 ufile.  I need to create a file for 2020 but only have a 2021 file to copy from.  Thanks

[Geo123]

Hello Elizabethg,

Unfortunately there is no way to import the data to a prior year, only to the next year.

[ggwatt51]

Hi. I have been using ufile for the past several years, including last year. Previously it has populated the new year with the previous year's data. This year it won't do it. I have always used a Mac and done it online. How do I get it to populate? Thanks

[Geo123]

Hello ggwatt51,

Please note, in order to carry forward a previous year, you must SAVE your tax file to SAVE / PDF. These actions allow the program to retain your information and carry it forward to the following year automatically.

IF you already created the current year file and did NOT save the prior year as a PDF, then you will have to delete the current year, save / PDF the prior year and then start the 2022 year file.

 

Also verify that you do not have another username or E_Mail that you were using for UFile ONLINE.

[adamo]

Hi there,

I have the same issue.  I've exported the pdf but ufile online says that it is password encrypted.  I can open no problem and it doesn't ask for a password when opening.  I've tried deleting current year and starting new.  Support said you can set you password/encryption option in the settings menu however no such option was in the online settings menu.

 

O

[Geo123]

Hello adamo,

Are you importing / carrying forward a UFile Windows 2021 file to UFile Windows or UFile ONLINE?  There are two separate processes.

[acorbin2222]

On 2/3/2023 at 6:38 AM, Geo123 said:

Hello ggwatt51,

Please note, in order to carry forward a previous year, you must SAVE your tax file to SAVE / PDF. These actions allow the program to retain your information and carry it forward to the following year automatically.

 

IF you already created the current year file and did NOT save the prior year as a PDF, then you will have to delete the current year, save / PDF the prior year and then start the 2022 year file.

 

 

 

Also verify that you do not have another username or E_Mail that you were using for UFile ONLINE.

 

Hi,

If I have already paid for and created my 2022 tax file but I need to go back to the 2021 tax file and save/pdf it in order to bring my information forward to my 2022 tax file am I able to delete the 2022 tax file and start the 2022 tax file again without having to pay again?

[Geo123]

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

[DAL1467]

I have been using UFile Online for a few years but now I have to do returns for others in my family and using UFile Online will cost more than buying UFile Windows 2022 and being able to prepare 4 returns. However, will I be able to access the prior tax years' information, stored online, with the Windows version?

[jmmendoz]

I assume the inability to carry forward information from 2021 to 2022 is an issue for many customers. I advise ufile to contact users to let them know about a workaround or make the service unavailable until it is fixed. I am also getting this problem and it is frustrating - we are paying for this service

[Geo123]

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.

[DAL1467]

Geo123, surely there must be a workaround? Or an explanation as to why one cannot carry forward from Online 2021 to Windows 2022? I.e. is it a security issue? Is it because UFile wants to nudge people to Online, which seems to be a more costly option?

[Geo123]

Hello DAL1467,

It has been noted and forwarded as a SUGGESTION to the IT / DEV team for next year.

[gnort]

I have been using Ufile online for several years. Usually when I create the new years file it uses my previous years information but for 2022, it doesn't seem to be doing that.  For clarity, I have only ever used ufile online.

[Geo123]

Hello gnort,

Please note, in order to carry forward a previous year, you must SAVE your tax file to PDF. These actions allow the program to retain your information and carry it forward to the following year automatically. 
IF you already created the current year file and did NOT save the prior year as a PDF, then you will have to delete the current year, save / PDF the prior year and then start the 2022 year file.

Also verify that you do not have another username or E_Mail that you were using for UFile ONLINE.
 

[cvk]

This is the first year I will file my wifes taxes together in same file and last couple years we each had our own file - In past I did carry forward which will work for me, but how can I carry forward her information into the new joint file?