SBev Posted January 30 Report Share Posted January 30 2022 information saved as a PDF file; format 2022 - First name Last name. File not password protected but will not import into 2023 document. How do I transfer all personal information from 2022 into 2023 without retyping everything Quote Link to comment Share on other sites More sharing options...
Geo123 Posted January 30 Report Share Posted January 30 Hello SBev, You can not carry forward the PDF file but should always save your tax return as PDF. See below for how to carry forward. How to carry forward UFIle ONLINE: Sign in to your UFIle account. The main page the screen will display : My Files Create a new... [ 2023 ] [Go !] < - - - - SELECT here >> Tax years list 2023 [LAUNCH] < - - - - SELECT here >>At the new screen (with UFIle 2023 logo in right hand corner) Select [Start Now on a new tax file] (Do not select [Import] ) **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. UFIle Win carry forward IF you are using UFile Windows for this year, AND NOT IMPORTING to UFile ONLINE, then select [Carry Forward a 2022 tax file] from the UFile windows program. Quote Link to comment Share on other sites More sharing options...
SBev Posted January 30 Author Report Share Posted January 30 Thank you. Even though I could launch the 2023 file, I don't believe the 2023 was showing as the year in the right hand corner. I deleted and re-launched the information has now been imported. Quote Link to comment Share on other sites More sharing options...
Geo123 Posted January 30 Report Share Posted January 30 Hello SBev, Glad to hear it, you are welcome. Quote Link to comment Share on other sites More sharing options...
Brooke Stratton Posted January 31 Report Share Posted January 31 I am having the 2023 updating problem also. The 2022 pdf does not convert when I select it. If I go to delete as you suggest I get a message that all payment info will also be deleted. I am afraid it will want me to pay again. What do you suggest? Thanks, Brooke Quote Link to comment Share on other sites More sharing options...
Geo123 Posted January 31 Report Share Posted January 31 Hello Brooke Stratton, IF the system asks you to pay again please contact UFIle Support so we may provide you with a voucher. Please open a request ticket on-line at https://www.ufile.ca/contact/contact-us ATTN : Geo For telephone support, please call: 1-888-633-8414 Quote Link to comment Share on other sites More sharing options...
Brooke Stratton Posted February 1 Report Share Posted February 1 Thank you Geo123. 2023 relaunched without asking for payment and had the 2022 data in it. Quote Link to comment Share on other sites More sharing options...
Geo123 Posted February 1 Report Share Posted February 1 Hello Brooke Stratton, Glad to hear it, you are welcome. Quote Link to comment Share on other sites More sharing options...
PGoody Posted February 28 Report Share Posted February 28 By some reason, I carry forward 2022 data in xxxx.u22 to 2023 year file. The xxxx.u22 file is first selected from "Carry Forward" at the start page of UFile 2023. A window appears, showing "Your 2022 tax file has been carried forward to 2034. ......". After clicking OK, the 2023 file only has name and address, while the other information is not forwarded. Several attempts are made by restarting Ufile2023, even the computer. The problem is still the same. Many thank for your help. Quote Link to comment Share on other sites More sharing options...
Geo123 Posted February 28 Report Share Posted February 28 Hello PGoody, **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 Quote Link to comment Share on other sites More sharing options...
PGoody Posted February 28 Report Share Posted February 28 1 hour ago, Geo123 said: Hello PGoody, **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 Hi, Geo123: Many thanks for your response. Yes, I did save the 2022 file in PDF and try several times following your instructions. However, the 2022 information was still not carried forward except the name and address. By the way, I am using the PC version of EFile2023 instead of online filling. Many thanks. Quote Link to comment Share on other sites More sharing options...
Geo123 Posted February 28 Report Share Posted February 28 Hello PGoody, You are welcome. Please contact UFile Support so we may review the file confidentially. Please include above notes and send the 2022 file please (containing the information to be carried forward) Please open a request ticket and submit an anonymous file for review on-line at https://www.ufile.ca/contact/contact-us ATTN : Geo Thanks Quote Link to comment Share on other sites More sharing options...
sjim Posted March 2 Report Share Posted March 2 Hi, I have followed the above instructions posted (delete 2023 file, save 2022 pdf...) but my 2022 information is not carrying forward to 2023. The 2022 pdf was actually already saved from last year. I've used uFile for years and never encountered this problem before. Using a mac. I've tried on both Firefox and Chrome browsers. Thank you. Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 2 Report Share Posted March 2 Hello sjim, IF the above process is not successful (above process has been tested and no issues have been reported). You can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us Quote Link to comment Share on other sites More sharing options...
walhay Posted March 11 Report Share Posted March 11 On 3/2/2024 at 7:30 PM, sjim said: Hi, I have followed the above instructions posted (delete 2023 file, save 2022 pdf...) but my 2022 information is not carrying forward to 2023. The 2022 pdf was actually already saved from last year. I've used uFile for years and never encountered this problem before. Using a mac. I've tried on both Firefox and Chrome browsers. Thank you. I'll continue troubleshooting to resolve this issue, and I'll update you here with any progress. I have same situation but I use Windows Quote Link to comment Share on other sites More sharing options...
Geo123 Posted March 11 Report Share Posted March 11 Hello walhay, IF the above process is not successful (above process has been tested and no issues have been reported). You can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us Quote Link to comment Share on other sites More sharing options...
MCG Posted April 20 Report Share Posted April 20 Hi - I am experiencing the same problem. I have my 2022 tax return saved in pdf form but it's not transferring data to 2023. I'm using Ufile for windows. Quote Link to comment Share on other sites More sharing options...
Geo123 Posted April 21 Report Share Posted April 21 Hello MCG, 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 and resave the file. 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. Quote Link to comment Share on other sites More sharing options...
MCG Posted April 21 Report Share Posted April 21 Thank you for your response. I am needing clarification with "resave the file"- previous years tax return were already saved in pdf. What type of file should I resave it as? I have tried resaving it as ".u22" and that doesn't work either. I am also using Ufile for windows and not Ufile on line so the instructions above are a bit confusing . Quote Link to comment Share on other sites More sharing options...
Geo123 Posted April 22 Report Share Posted April 22 Hello MCG, Yes, correct. Save as PDF and then save the *.u22 file. Quote Link to comment Share on other sites More sharing options...
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