Why is my basic info not ported over this year?

[Raytaxstuff]

Every year the basics are filled out and now I have to re enter everything??

 

I open the 2023 retunr and all my personal info from previous years is gone.  What is the point of using you year over year if I can't even keep the basics.

[Maggie3]

Hello Raytaxstuff,

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.

[mcmtax]

This is happening to me too.  I've tried this method and the 2023 file is still created blank. 

 

[Geo123]

Hello mcmtax,

Please try the above process.  IF this fails  you can open a request ticket and submit a request on-line at https://www.ufile.ca/contact/contact-us