Son_of_a_tax Posted March 28, 2022 Report Share Posted March 28, 2022 This year I will be doing my mother's tax return. She is not my dependant and does not live with me. Can I use my UFile account to do my return and hers (If yes, how do I add a profile?) or do I need to create a new account for her (separate from mine, with her own login, etc.) ? Quote Link to comment Share on other sites More sharing options...
Denis K Posted March 28, 2022 Report Share Posted March 28, 2022 Hi @Son_of_a_tax, If she is not your dependant, then you must create a new account (file) for her so you do not claim credits you are not entitled to and so she can have her own different address from you as a family head. What is UFile's definition of a dependant? According to UFile, dependants are members of the taxpayer's family unit, usually children, parents or other relatives who: - live at the same address, at the end of the year, AND - are being financially supported by the designated family head and/or this person's spouse. Thank you, Quote Link to comment Share on other sites More sharing options...
Gerry P Posted April 10, 2022 Report Share Posted April 10, 2022 Can I import the dependents previous year's return when I establish a separate file for their independent return? Do I have to completely start from scratch in their separate returns? Quote Link to comment Share on other sites More sharing options...
Denis K Posted April 11, 2022 Report Share Posted April 11, 2022 Hi @Gerry P, Please note that there is no automatic way to carry forward the information of a member who leaves the family. This person must enter all the information in a new file (UFile for Windows) or in a new account (UFile ONLINE). However, do not forget to report any amount that can be postponed. These carry forwards are usually listed on the Notice of Assessment they received in the previous year. Also, check the "Summary of carry forward amounts" page under the tab "Tax return" of the previous year. Remember to remove this person from your family file. To do this, click to the left of the family member and a pop-up window will appear with the prompt "Are you sure you want to delete this family member?". By clicking "Yes", you will delete all the data of this person. The information from prior years is carried forward automatically between the same accounts for next years and if you create a new account then you can import the prior year UFile for Windows file (.uXX) to UFile Web. Thank you, Quote Link to comment Share on other sites More sharing options...
ElleB Posted March 25, 2023 Report Share Posted March 25, 2023 Hi @Denis K, Like OP, I'm looking to file my in-laws' ITR this year. I have always used the UFile online version for Mac, but would like to purchase the one for Windows. If I get the "UFile 12 for Windows - 2022 (download)," would I be able to use it for both of our families even if we live in different addresses, or is each purchase of this software only usable for people living in the same address? Cheers, Elle Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 25, 2023 Report Share Posted March 25, 2023 Hello ElleB, Please note that UFile for Windows can not be downloaded on to a Mac. Yes, different addresses. https://secure.drtax.ca/ufileshop/2022/storespec.asp Quote Link to comment Share on other sites More sharing options...
Gailjones03 Posted April 21 Report Share Posted April 21 Can I use my Ufile code to do my adult daughters taxes as well as my own? She is not my spouse or my dependant Quote Link to comment Share on other sites More sharing options...
Geo123 Posted April 22 Report Share Posted April 22 Hello Gailjones03, If not a dependant then your daughter will require a separate account / file. Quote Link to comment Share on other sites More sharing options...
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