2023 ufile does not rollover 2022 return

[Harju]

It seems that identification and certain CRA questions are rolled over but not T-slips, carryforward amounts and prior year comparatives?  Is there a solution to this?  2022 posts said the 2021 had to be saved as a pdf to rollover to 2022 but I did that last year for my 2022 returns already.

[Geo123]

Hello Harju,

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 No data in file from last year :
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 restart the 2023 year file.
Please contact us if the software asks you to pay again.ie you already paid
Also verify that you do not have another username or E_Mail that you were using for UFile ONLINE.
 

[NTD]

I've been using UFile online for the last several years, all under the same user name.

I just paid for and created a 2023 file.  But when I open it I see that none of my information from my previous year return has been imported.

I can still open my 2022 and 2021 files, and they still show all of my information.

How do I get my previous year's information imported into my new 2023 file?

[Geo123]

Hello NTD,

**IMPORTANT : 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 No data in file from last year :
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 the PDF file AND resave the file for the prior year and then restart the 2023 year file.

Please contact us if the software asks you to pay again.

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

[Langsuir]

I have followed the steps outlined and it has not carried forward the information. I've completed the process twice and it is still presenting me with blank fields. I've been using Ufile since 2010, and this is the first time that this info has not automatically carried over. What changed?

[Maggie3]

Hello Langsuir,

Hello,

If you wish to ensure that the carryforward information is  indeed carried forward to the following year, then save your previous years completed  tax return to PDF.  This action will ensure all carry forward information / amounts are carried forward to the next tax year.

 

Please note you should only  perform this action, saving to PDF,  prior to starting your new tax return. If you carry forward a previous year to a  file that has been completed, you risk overwriting the information already in your file. 

 

Please follow these steps:

From the “My Files ” main menu first delete the current/new  tax year.

Launch the previous year’s return and go to the “Tax Return” tab 4.

On the bottom of the Tax Return tab click on “Download PDF”

Then click on “settings” in the upper right corner and “Save and Close”

The page will jump to the “My Files” main menu.

Create the new tax year by selecting “Create a new…” and click “Go!”

Launch the new tax year and your information should be carried forward.

 

Note: if you have paid for your tax return and you delete the file, the payment will also be deleted.  In this case, please contact us and we will provide a voucher to replace the deleted payment.

[PeteFromWaterloo]

On 2/12/2024 at 4:45 PM, Maggie3 said:

Hello Langsuir,

Hello,

If you wish to ensure that the carryforward information is  indeed carried forward to the following year, then save your previous years completed  tax return to PDF.  This action will ensure all carry forward information / amounts are carried forward to the next tax year.

 

Please note you should only  perform this action, saving to PDF,  prior to starting your new tax return. If you carry forward a previous year to a  file that has been completed, you risk overwriting the information already in your file. 

 

Please follow these steps:

From the “My Files ” main menu first delete the current/new  tax year.

Launch the previous year’s return and go to the “Tax Return” tab 4.

On the bottom of the Tax Return tab click on “Download PDF”

Then click on “settings” in the upper right corner and “Save and Close”

The page will jump to the “My Files” main menu.

Create the new tax year by selecting “Create a new…” and click “Go!”

Launch the new tax year and your information should be carried forward.

 

Note: if you have paid for your tax return and you delete the file, the payment will also be deleted.  In this case, please contact us and we will provide a voucher to replace the deleted payment.

I did all this, I have all four PDFs again from 2022, and clicked save and close, then created the new 2023. Still getting all blanks.  I've been using ufile online for over a decade - first time with this issue.

 

On 2/12/2024 at 4:05 PM, Langsuir said:

teps outlined and it has not carried forward the information. I've completed the process twice and it is still presenting me with blank fields. I've been using Ufile since 2010, and this is the first time that this info has not automatically carried over. What changed?

My too - Seeking help in the forums and in the online help request.

I just deleted my own entry, in hopes it would bring my spouse and dependents back - blank form.

 

[Frank360]

I am new to Ufile. My questions are 1) can Ufile read previous year PDF return from other software producers, such as Turbotax? 2) I need for 3-4 returns for my family, all have investment and/or rental properties and/or self-employments. Should I use Ufile 4 or Ufile 12?

 

Thanks,

Frank 

[Geo123]

Hello Frank360,

1)  Unfortunately you can not import a PDF file - you will have to enter your identification and carry forward data for the Rentals-CCA and capital losses from prior years etc

2) For 3-4 returns UFIle 4