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Autofill for CRA T5008 slips not working


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Message reads as "Unable to retrieve T5008 (Statement of Securities Transactions) tax slip information: the amount of data is too large."

UFile describes that autofill service can receive up to 500 slips, meanwhile I am attempting to upload around 120 slips.

It worked last year with much more data, almost lagging out the browser window, but still worked with around 400 slips at the time nonetheless.

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My question is, is 500 slips not the limit or is a softcap enabled? Did something change from last year to prevent me from using the service this way?

Any help is appreciated.

Thanks

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  • 2 weeks later...

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.
 

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Maybe you can help me with this. My computer has 20GB available, Internet speed is 176 Mbps, latency is 9ms.

I've gone through all the slips and don't see anything missing. I can't speak to "the other data in your file" since that is a Ufile measurement that I don't have access to.

The fact that more info may have to be added once the slips are down loaded seems to have nothing to do with the problem.

Jonathon, in his post of Feb. 28, mentions that "UFile describes that autofill service can receive up to 500 slips". I am trying to download 58 slips.

What am I missing here?

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Well, guess what. Because I've been getting what appear to be obfuscating answers from UFile on my email queries, I tried Turbotax.

The T5008 slips downloaded without a hitch.

This appears to be more evidence that UFile has a problem that they believe is not urgent enough to fix or even acknowledge.

I hope I'm wrong about this but I can't wait around much longer.

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  • 2 weeks later...

"Unable to retrieve T5008 (Statement of Securities Transactions) tax slip information: the amount of data is too large."

As I only have 110 T5008 slips. The statement below is very disappointing. 

I am professional software developer with over thirty years of experience and would say the statement below reeks of a problem with your code.  My internet connection is very fast, I have fairly current computer with 32GB of memory.   Also, it was stated above that in a post above that TurboTax was able to download the information after UFile failed on the same.

 

On 3/14/2023 at 4:52 PM, Geo123 said:

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.
 

 

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Hello macbain,

Please be advised that for that purposes of downloading your T5008 slips for this tax season we have implemented a maximum download of 50 - 55 T5008 slips. This is due to the very heavy volume load, and the T5008 slips may be incomplete. Example: missing the ACB /cost/book value.Errors may also arise due to downloading of corrupted records, example, null entries.

 

Our recommendation is to enter only one entry manually from your recap report or the Capital gains realized report you receive from your broker.Please note that it is not necessary to download all your T5008 slips. One manual entry of the total amount showing the Proceeds of disposition and the cost / book value is sufficient.Note that even if you download all the T5008 slips, only the total amount is sent to the Canada Revenue Agency (CRA) and if applicable Revenu Québec. The government agencies have already received copies of these slips and it is not necessary to itemize them in the software.Thank you for your understanding. 

 

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This is not acceptable. It worked last year and now you can't handle it? I heard Turbotax is working fine. to offer a manual workaround in a software product is so 1998.  Are you offering a rebate for this change in your product? Are you planning any further backwards changes?

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Hello Geo123,

I've checked the CRA entries my T5008 slips are complete.

In the past I've used the download as a check to ensure I've entered all required slips.  To be fair, this has been more important for T3's and T5's because in several cases I get paper copies only and in others I only find them on the CRA site.

I've been using UFile for about 10 years.  Given UFile's response to this situation.  I'm not so sure I will be doing so next year.

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I can understand that technical issues will arise with amy IT product. What I cannot understand or accept is a poor custormer service response. Ufile has a major failure on this point.

For the past month Ufile has refused to acknowledge that there is a problem. Geo123 has finally hinted that something is going on by saying "for purposes of downloading your T5008 slips for this tax season we have implemented a maximum download of 50 - 55 T5008 slips". I haven't yet seen a general warning message by Ufile.

I've been in contact with UFile by phone, email and through this forum. As far as I can tell the people answering questions appear to be selecting a canned response from a set of replies they have access to. The other approach is to blame the user for not knowing what they are doing, or for using slow internet or computers etc.

I've had it. Goodbye Ufile. 

Ex-customer of 10 years, DE

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Unacceptable - I have the same issue with 178 T5008 records which is consistent with previous years.  Autofill has worked fine for years up until now.  IFrom the moderator entries here it is apparent that this is a choice made by Ufile and not a technical issue.

I will not be using this product again if I have to do these entries manually this year.  Are there any updates or is there a way to request this soft cap be lifted?

 

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@Geo123your saying we just need to put in a single line with the total from the summary report.

"Our recommendation is to enter only one entry manually from your recap report or the Capital gains realized report you receive from your broker.Please note that it is not necessary to download all your T5008 slips. One manual entry of the total amount showing the Proceeds of disposition and the cost / book value is sufficient."

Or we are supposed to just switch to TurboTax because ufile doesnt want to load more than 50 returns?  It only takes a small amount of time, saying the servers are under load to process rows of data in a table is not a 2023 problem online software tool should have.

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