FAQs

  1. Is UDoTaxes2010 certified by CRA ( Canada Revenue Agency )?
  2. Why use NETFILE?
  3. What does the 20 returns mean?
  4. One license for up to 20 returns?
  5. How to save my tax return in PDF format?
  6. What is the difference between .d10 and .tax files?
  7. How to use the spouse - link feature in UDoTaxes?
  8. How to to create a ".tax" file from UDoTaxes?
  9. What's the system requirement?
  10. What's the restrictions for this 2010 version?
  11. How to enter the Line 364 public transit amount?
  12. Can I use your software to complete a return for a deemed resident?
  13. I've filled out Schedule 7 but the total RRSP contribution is not being reflected on line 208 of the T1General form, why?
  14. Does this software support U.S. Social Security payments received in Canada by a Canadian recipient?
  15. I need to file plural T4 forms, Will I be able to do this?
  16. I don't see space for RC62 slip and T 2202A slip. how I can report for my RC62 and T2202A slips?
  17. How to put the amount that I got for child's CCTB and UCB. And how to show the child amount in UDoTaxes?
  18. T4AP Slip Box #13 Asks For 8 Digits,but I have only Four on my Slip! How should I do?
  19. How to duplicate a slip of T5 - a blank form so that I could enter another T5 slip?
  20. I've entered all Slips,How to create "tax" File?
  21. How to enter Line 324 (Federal Tax) and Line 5860 (Ontario Tax) tuition transferred from my child?
  22. My problem is that after I "save" the file, I cannot reopen it. Can you help me with this?
  23. How do I add a third dependant? How do I claim the Children's Fitness amount?
  24. Is there a way to add more lines to Schedule 3, section 3 - Publicly traded Shares?
  25. How does the return get sent? What do I do to send it?
  26. How can I input my wife's net income onto page 1 of the T1 general form. Then of course my net income onto her page 1?
  27. This software ask to enter spouse's data at same file & save those two persons' "tax files" together as one .d10 file. As I understand, CRA ask "Each person has his/her own .tax file to submit through NETFILE" So how can I do it? Do I need to re-enter second person's data again for saving as spouse's tax file?
  28. Is this tax software compatible with Mac computers?
  29. How to fix error message: "input F121 (interest and other investment income) without any supporting fields at F9909, F9910, F9912. Please check these field."
  30. What do I use the "Netfile Appendix" form in UDoTaxes for?
  31. I just noticed that the scholarship on T4A is counted as a part of taxable income even if I picked footnote 05 in the box 38 on the T4A form.Can you tell me what I should do?
  32. Amount claimed under form GST370 on line 457 in last year has to be claimed the following year as income on line 104 (or line 130). UDoTaxes does not let me input this on either line. Or am I missing something here?
  33. I have to pay back a minimum of $646.34 every year under the Home Buyer's Plan but we completely forgot that it starts this year. So he only contributed $300 to RRSPs this year. I was told that CRA will automatically put the required amount in Line 129 and it will be added to your income.How do I report the $300 and the $646 and the $346 on the Schedule 7 and what amounts should populate into the T1 General?
  34. I did'nt find T2202. Please give me advice.
  35. I want to claim transferred tuition amount from my daughter. We filed schedule 11 on my daughter's return, however, we did not see any amount carried forward automatically from her return, nor can input the transferred amount to my return(schedule 1). Please give me some tips for how to solve the problem
  36. Is there a spot in the software to enter carryforwards such as capital losses that carry forward?
  37. Line 11 from Schedule 11 (Tuition, Education & Texbook Amounts), should be the taxable income amount from line 260 of the return. However the amount given by UdoTaxes is not the same , it's giving a much higher amount. Is this a system glitch?
  38. I have scholarship for $7500. I know it not taxable but I need to report it. Do you know where I should find the exemption?
  39. What about the payment ? Do I just send a check to CRA by mail ? What some other information has to be given so they can connect your payment with the taxt return submmitted electronically ?
  40. I have completed all the forms including the Federal Schedule 5, but my eligible children are not showing on my Ontario Provincial Form. According to the book I can claim a max. of $7541 for a child under 16 years of age and living with me with no income. I have completed schedule 5 and the amounts are showing on my federal return. I am wondering if I do not get to claim this amount for Provincial or if I have not clicked something. I cannot find a line 5816 to click.
  41. The total from the Federal work sheet for line 318 (Disability amount transferred from a dependent) doesn't carry through to Schdule 1. Also, teline 318 on schedule 5 is gray and won't allow me to manually input the amount. Is there some way to make this work?
  42. How do I enter a T5 or T3 which is shared by myself and my spouse?
  43. Can I enter my receipts for charitable donations in UDoTaxes?
  44. Could you please tell me how to add a Page 2 for Medical Expenses? There are now 25 lines and I need 40 to complete my expenses.
  45. I have sold some shares and got a T5008 form but I could not find this form at udo taxes 2010. What should I do for my tax return?
  46. Can UDoTaxes support Carry-Forward from UFILE ?
  47. Can I use your software if I live in Ontario and work in Quebec (i.e. can I fill in my RL-1 details)?
  48. Where do I enter political contribution?
  49. Where can I find form T2202A?
  50. Where can I find form T4044?
  51. About CPP Contributions, Box 16 on my T4 is 400 but line 9 on Schedule 8 shows 425. I've tried many things to get line 9 to agree with box 16 but it won't.
  52. I just want to inform you that the amounts included in the T4A slips (bursaries and scholarships) shouldn't be part of taxable income. However, the current version of the udotax software adds this amount to the taxable income.
  53. Where can I find form T2091?
  54. I am not able to complete my tax return with netfile because when they ask is your spouses income NIL I say No. How do I show his income on my return?
  55. In the working copy of Schedule 5, I filled out the information for Details of Dependents, but when I printed out my final copy, the line claimed and amount of claim did not transfer over. Do I need this information to transfer?

1. Is UDoTaxes2010 certified by CRA ( Canada Revenue Agency )?

Yes, UDoTaxes2010 is certified by CRA for NETFILE and 2D Barcode. Once you have prepared your personal income tax and benefit return using UDoTaxes, you simply create your return's NETFILE ( a file with a ".tax? Extension ) and post it to NETFILE web site to complete your tax return.

 

2. Why use NETFILE?

NETFILE is an easy-to-use, convenient option for filing your personal tax return. It streamlines the tax-filing process and offers the following benefits:

  • secure and confidential;
  • faster refunds (in as little as eight business days);
  • greater accuracy (with the use of software, no need re-key the information, and there is less chance of errors);
  • no paper return to mail;
  • no receipts to send in ( ,unless CRA ask for them at a later date); and
  • immediate confirmation that CRA's received your tax return

 

3. What does the 20 returns mean?

By using UDoTaxes, you can file personal tax return and benefit for as many as 20 different SIN numbers ( the number of 20 is the restriction by CRA for certified tax return software). For same SIN number, you can update and create NETFILE or print PDF file as many times as you want.

 

4. One license for up to 20 returns?

Absolutely! Not only for yourself, you can also create personal tax returns for your family and friends with one license.

 

5. How to save my tax return in PDF format?

To save the tax return in PDF format, you must make sure that your tax return doesn't contain any errors or missing information. If your tax return contains errors, UDoTaxes will prevent users from creating a PDF file.After you have made your corrections , click "Tax Return" on  menubar  and choose "PDF output" as an option. Then, a print wizard like the one below will  pop up on the screen and guides you through the process of creating a PDF file.

 

6. What is the difference between .d10 and .tax files?

.d10 files contain data for all the CRA fields in UDoTaxes. If you're working on tax return for the first time in UDoTaxes,  it  generates a file with the extension " .d10"  on the specify folder on your local hard drive. Everytime you have done working  with UDoTaxes and save your tax return, this file will be updated.

 The .tax files ,also known as the NetFile,contain information for CRA (Canad Revenue Agency) to process your tax return through the Internet. 

 

7. How to use the spouse - link feature in UDoTaxes?

The spouse - link is a special feature in UDoTaxes that enables a taxpayer and his/her spouse to file a tax return together. There are two ways include this feature in your tax return.

a.)Click "Tool" on the menu bar and choose "Add Spouse Return " 


b.)If you are creating a new tax return on UDoTaxes, click on "create new tax return" button a quick wizard pops up on the screen. This "new tax return" wizard allows you to create a tax return with spouse-link feature.

 

8. How to create a ".tax" file from UDoTaxes?

UDoTaxes will check your tax return  automatically prior to the creation of a ".tax" file. Click the "TaxReturn" option on the menu bar, and choose "Create ".tax" for NETFILE". Choosing this option will pop up a window like the one below.

The net file wizard will guide you through the netfile creation process.

 

9. What's the system requirement?

Currently, UDoTaxes supports Window 2000, Windows XP, Windows Vista, and Windows 7 with 256MB RAM and 180 MB of free space in the hard drive

 

10. What's the restrictions for this 2010 version?

  1. UDoTaxes 2010 version doesn't support filing tax return for the province Quebec in the current version;
  2. T1163 - STATEMENT A - AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals;
  3. T1273 - Statement A - Harmonized AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals;
  4. For two linked (spouse or living common-law) returns,
    the software only support the same residence information for two returns.
    We suggest you file the returns seperately.

11. How to enter the Line 364 public transit amount?

It is at the page 2 of NetfileAppendix, enter the amount at "364 public transit amount".


12. Can I use your software to complete a return for a deemed resident?

Our software is limited to Canadian resident only.


13. I've filled out Schedule 7 but the total RRSP contribution is not being reflected on line 208 of the T1General form, why?

Please note:
  (1) Line 2 or Line 3 of Part A is the RRSP contribution you made.
  (2) Line 10 of Part C is RRSP contribution you like to deduct (use).
  (3) Allowable RRSP doesn't need to enter.BUT, Line 10 must less than allowable RRSP.


14. Does this software support U.S. Social Security payments received in Canada by a Canadian recipient?

Yes, this software supports U.S. Social Security payments. The specific field is line 115 on T1General, which is entered on NETFILE appendix page 2 (United States Social Security).


15. I need to file plural T4 forms, Will I be able to do this?

Yes. To add more T4 forms, please find the button called "Add Form/Slip(s)" right below the tax form list.
Click it, select "slip" radio button at the top of the pop-up dialog window, then you can select the T4 and add to your form list.


16. I don't see space for RC62 slip and T 2202A slip. how I can report for my RC62 and T2202A slips?

For RC62, you can directly enter the UCCB amount on field 117 or 185, and enter the repayment amount to field 213 on T1General.
For 2202A, you can enter the inforamtion about tuition costs (amounts and months) directly into Schedule 11.


17. How to put the amount that I got for child's CCTB and UCB. And how to show the child amount in UDoTaxes?

CCTB should not be included in any amount in your tax return, however, for UCCB, line 117 on T1General is the amount of Universal Child Care Benefit received,and line 213 on T1General is the amount of Universal Child Care Benefit repaymnent. Also, you can find those two fields for your spouse on the area of "Information About your Spouse and Common-law partner" on page 1 of T1General.


18. T4AP Slip Box #13 Asks For 8 Digits,but I have only Four on my Slip! How should I do?

The box 13 on T4AP is actually date field, yours might be in the format of MMDD where MM means month, DD means date. In UDoTaxes, the format is like YYYYMMDD where YYYY means year, MM means month and DD means date. Therefore, to make the field work for you, you need add a "YYYY", which is "2010" in your case, before the 4 digits printed on your slip into the box #13 on T4AP of UDoTaxes.


19. How to duplicate a slip of T5 - a blank form so that I could enter another T5 slip?

Please find the button "Add Form/Slip(s)" right below the form list. Click it, on pop-up window, select "slip" radio button on the top. Then, you will find T5 there, select it, and add one to your form list. You can add as many as you want by doing this way.


20. I've entered all Slips,How to create "tax" File?

Please click "Create a '.tax' file for NETFILE" sub menu under the "TaxReturn" menu at the top of the program. This is the place where ".tax" file will be output from. Once you click the "Create a '.tax' file for NETFILE", follow the instruction, you will be able to output a ".tax" file.


21. How to enter Line 324 (Federal Tax) and Line 5860 (Ontario Tax) tuition transferred from my child?

Line 324 and Line 5860 could be entered when you adding a Schedule 5.
UDoTaxes customized Schedule 5, so that most information related to dependents could be found there.


22. My problem is that after I "save" the file, I cannot reopen it. Can you help me with this?

The file you saved can be opened by UDoTaxes only. The file can be opened when you start UDoTaxes software, in the first window you click "open an existing tax return", then you can select the saved file usually in "My Documents", and click it to open. A file reopening require you enter your SIN number.


23. How do I add a third dependant? How do I claim the Children's Fitness amount?

Our customized Schedule 5 can be added multiple times. If you already have a Schedule 5, you can still add another one,in the newly added Schedule 5, you can add a third dependant.
Children fitness amount is on Schedule 5, box 365.


24. Is there a way to add more lines to Schedule 3, section 3 - Publicly traded Shares?

You can add multiple Schedule 3 by clicking "Add Form/Slip(s)" button right below the form list.Once you clicking that button, you will be able find Schedule 3 in the opened window, select it, and add it to yuor form list. By repeating the actions, you will be able to add Schedule 3.


25. How does the return get sent? What do I do to send it?

1. The returns can be sent by mailing the printed paper return via "PDF output" fucntion, which is, (1)create a pdf file by using "PDF output" function, (2)print the PDF file by using PDF reader like adobe reader, (3)mail the file to CRA.
2. The returns can be sent by NETFILE supported by CRA via "Create a ".tax" file for NETFILE" function. whikch is, (1)create a ".tax" file by using "Create a ".tax" file for NETFILE" function. (2)upload your ".tax" file to CRA NETFILE Web Site. for more informatin, please refer to http://www.netfile.gc.ca/


26. How can I input my wife's net income onto page 1 of the T1 general form. Then of course my net income onto her page 1?

If you doing linked return, you don't need to enter her information. Her inforamtion is entered on your reuturn automatically when she doing her return.
If you do the seperate return,you should manually enter her infomation on T1General Page one.
So the quesiton now is how to know your return is linked, please check the area called "Taxpayers" on the top left of the user interface of UDoTaxes. Click the drop down list, if you see your wilfe name is on the list, you select your wife's name, the current tax return switches to your wife's. So, this is a linked return.
If you cannot find your wife's name on the drop down list, you are doing seperated returns, in this case, you need manually her infomation on T1General Page one.And, the box of her information on T1General page 1 are all inputable.


27. This software ask to enter spouse's data at same file & save those two persons' "tax files" together as one .d10 file. As I understand, CRA ask "Each person has his/her own .tax file to submit through NETFILE" So how can I do it? Do I need to re-enter second person's data again for saving as spouse's tax file?

UDoTaxes saves you and your spouse's data in one .d10 file. But It creates .tax (NETFILE) files separately.
Please select "Taxpayers" to you, and create .tax (NETFILE) file; then select "Taxpayers" to your spouse, and create .tax (NETFILE) file. "Taxpayers" is on the left top of the window.


28. Is this tax software compatible with Mac computers?

Sorry, UDoTaxes is not compatible with Mac computers.


29. How to fix error message: "input F121 (interest and other investment income) without any supporting fields at F9909, F9910, F9912. Please check these field."?

Please enter the interest amount into 9909,9910 on Page 1 of NetfileAppendix.
If it's bank interest, enter it into 9909, if bond interest, into 9910.


30. What do I use the "Netfile Appendix" form in UDoTaxes for?

NetfileAppendix form is for the information requested by CRA for NETFILE using. Those information may not contained in regular form. Please check the items of NetfileAppendix,and confirm what field you need to enter.


31. I just noticed that the scholarship on T4A is counted as a part of taxable income even if I picked footnote 05 in the box 38 on the T4A form.Can you tell me what I should do?

There is a check box named "Education amount" on this form. Please check it.


32. Amount claimed under form GST370 on line 457 in last year has to be claimed the following year as income on line 104 (or line 130). UDoTaxes does not let me input this on either line. Or am I missing something here?

Please try entering the amount into "Employmet and Partner GST/HST rebate(GST370) Last year carry forward" on Page 3 of NetfileAppendix.


33. I have to pay back a minimum of $646.34 every year under the Home Buyer's Plan but we completely forgot that it starts this year. So he only contributed $300 to RRSPs this year. I was told that CRA will automatically put the required amount in Line 129 and it will be added to your income.How do I report the $300 and the $646 and the $346 on the Schedule 7 and what amounts should populate into the T1 General?

Please enter $300.00 to field 246, enter $646.34 to "Required payment for this year" and enter $300.00 to line 2 or line 3


34. I did'nt find T2202. Please give me advice.

UDoTaxes doesn't provide T2202, however you may enter the amount on Schedule 11 directly.


35. I want to claim transferred tuition amount from my daughter. We filed schedule 11 on my daughter's return, however, we did not see any amount carried forward automatically from her return, nor can input the transferred amount to my return(schedule 1). Please give me some tips for how to solve the problem.

In your daughter's return, please enter the amount in Schedule 11, you can see the amount in Line 323 of Schedule 1. Please don't forget provincial Schedule 11 if it's applicable.
In your return, Please add a Schedule 5 to enter transferred amount.


36. Is there a spot in the software to enter carryforwards such as capital losses that carry forward?

For Non-capital losses of previous years, please enter the amount into "252 Non-capital losses of other years" on Page 2 of NetfileAppendix.
And Also please see Page 3 of NetfileAppendix. there are some carry forward there.


37. Line 11 from Schedule 11 (Tuition, Education & Texbook Amounts), should be the taxable income amount from line 260 of the return. However the amount given by UdoTaxes is not the same , it's giving a much higher amount. Is this a system glitch?

As CRA requiements the amount of line 11 (and equivalent line of the provincial S11 form) may not equal the amount of line 260 if your income is higher than the first income threshold on schedule 1 (Fed: $37,885). In this case the diffence is not due to UDoTaxes error but due to an altermative method of computing this amount as specified by CRA. So, That is not a glitch.


38. I have scholarship for $7500. I know it not taxable but I need to report it. Do you know where I should find the exemption?

Please add a T4A, then enter the amount in other imcome, then pick footnote 05 in the box 38. And there is a check box named "Education amount" on this form. Please check it.


39. What about the payment ? Do I just send a check to CRA by mail ? What some other information has to be given so they can connect your payment with the taxt return submmitted electronically ?

There are a number of ways to pay an outstanding balance if you are using NETFILE to submit your tax return.
■electronically using online banking
■by pre-authorized debit
■at your financial institution
■by mail
■in person
If you are paying using one of the last three methods, use the Electronic Filing remittance voucher (T7DR) you received in your tax package from the CRA to identify your payment.
You are not required to send the amount due as you file. You can defer payment until the 30th of April.
For more information on how to pay a balance due, please visit http://www.NETFILE.gc.ca/balance-e.html.


40. I have completed all the forms including the Federal Schedule 5, but my eligible children are not showing on my Ontario Provincial Form. According to the book I can claim a max. of $7541 for a child under 16 years of age and living with me with no income. I have completed schedule 5 and the amounts are showing on my federal return. I am wondering if I do not get to claim this amount for Provincial or if I have not clicked something. I cannot find a line 5816 to click.

Please add schedule 5 and check box "305" . It will appear on "5816" of ON428 with the following condition.
====================
Line 5816 – Amount for an eligible dependant
You can claim the provincial amount if your dependant’s net income (line 236 of his or her return, or the amount that it would be if he or she filed a return) is less than $7,824, and the rules are met for claiming the amount on line 305 of federal Schedule 1.
If your dependant’s net income is:
■ $711 or less, enter $7,113 on line 5816; or
■ more than $711 but less than $7,824, complete the calculation for line 5816 on the Provincial Worksheet in this book to determine your claim.
If you have not already completed federal Schedule 5, complete and attach it to your return.
====================.


41. The total from the Federal work sheet for line 318 (Disability amount transferred from a dependent) doesn't carry through to Schdule 1. Also, teline 318 on schedule 5 is gray and won't allow me to manually input the amount. Is there some way to make this work?

To claim Line 318, please do
(1) Add a schedule 5 form
(2) Input the field of Name, DOB, Relationship, Netincome(if applicable), Nature of the impairment.
(3) check box 318
(4) click the child's name on the form last(left side)
(5) input the amount about line 318, and Line 5848 (work sheet), if applicable


42. How do I enter a T5 or T3 which is shared by myself and my spouse?

You need to report the T5 or T3 on both your tax return and your spousal if the account is joint account. Please add a T5 or T3 with same amount but share should be 50 (50%).


43. Can I enter my receipts for charitable donations in UDoTaxes?

Please add a Schedule 9 form (Donations and gifts),then enter the amount into "Other" field on Line 1.


44. Could you please tell me how to add a Page 2 for Medical Expenses? There are now 25 lines and I need 40 to complete my expenses.

For Medical Expenses, what CRA needs is the total amount of all Medical Expenses. In your case, you can list the major items, than make a name "others" for left items.
Please make sure the the total Medical expenses on F330 of Schedule 1 is correct. And keep all receipts.


45. I have sold some shares and got a T5008 form but I could not find this form at udo taxes 2010. What should I do for my tax return?

For T5008, the form doesnot phycically exist in our program. However, the insturction of T5008 is below
=======================================
If you are an individual having to file a T1 return, report transactions on account of capital on Schedule 3. You can report transactions on account of income as either business income (line 135 or your income tax return) or, for debt obligations in bearer form, as investment income (line 121 of your income tax return). You may have to pay taxes by instalments. For more information, go to www.cra.gc.ca/instalments or call us at 1-800-959-8281.
Box 20 - The amount in box 20 may or may not reflect your adjusted cost base (ACB) for the purpose of determining the gain or loss from the disposition of the security. You are required to make the adjustments, as needed, to the amount indicated in box 20, at the time of determining and reporting your gain or loss from the disposition.,
=======================================
That means that you can claim T5008 with Schedule 3.


46. Can UDoTaxes support Carry-Forward from UFILE ?

UDoTaxes 2010 does support importing data from UDoTaxes 2009, but Unfortunately not from Ufile. You need to enter basic infomation if you choose UDoTaxes filing tax return this year. It may cost you several minutes.


47. Can I use your software if I live in Ontario and work in Quebec (i.e. can I fill in my RL-1 details)?

Yes, you can. Please add a RL-1 from Slips list.


48. Where do I enter political contribution?

You can enter political contrubution into 409 on page 2 of Schedule1.


49. Where can I find form T2202A?

You can enter the amount directly on Schedule 11 (both on Fed. and Prov.)


50. Where can I find form T4044?

T4044 is a guide of Employment Expenses, it includes T777, TL2, GST370. You can find those forms on UDoTaxes.


51. About CPP Contributions, Box 16 on my T4 is 400 but line 9 on Schedule 8 shows 425. I've tried many things to get line 9 to agree with box 16 but it won't.

For CPP Contributions, Box 16 on T4 is you paid, and line 9 on Schedule 8 is the required contribution, you can add a T2204 form to see the detail.


52. I just want to inform you that the amounts included in the T4A slips (bursaries and scholarships) shouldn't be part of taxable income. However, the current version of the udotax software adds this amount to the taxable income.

If box 105 of your T4As is "education amount eligible",please check " Education amount eligible " on T4A (blue message), So 130 will be 0. otherwise you can only get $500 deduction.
For "education amount eligible", please refer to http://www.cra-arc.gc.ca/gncy/bdgt/2010/schlrshp-eng.html


53. Where can I find form T2091?

UDoTaxes doesn’t provide T2091. However, you can enter amount into Schedule 3 directly.


54. I am not able to complete my tax return with netfile because when they ask is your spouses income NIL I say No. How do I show his income on my return?

If you use spouse-link feature, your spouses income will be set automatically into “Your spouses net income ” field on page 1 of T1 general.
If not, you need to enter the amount into “Your spouses net income ” field on page 1 of T1 general.


55. In the working copy of Schedule 5, I filled out the information for Details of Dependents, but when I printed out my final copy, the line claimed and amount of claim did not transfer over. Do I need this information to transfer?

The Schedule 5 form for inputting is a customized form, every amount you entered has been involved in calculation. And the Schedule 5 form you printed out is a original form as same as CRA provided.