• click the + sign next to Medical expenses

Medical Expenses (Family Head, Spouse and Dependant)

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab is highlighted
Spouse sub-tab is highlighted
Dependant sub-tab is highlighted
Medical expenses topic
Medical expenses page
Medical expenses section is highlighted
Expenses for medical service not available in your area section is highlighted
Specified medical expenses section is highlighted

Ufile tip

It is important to enter the total amount of expenses paid in the appropriate categories. The software will automatically apply the federal and provincial limits for the specified expense and enter the eligible amount on the return.

• You only need to enter an expense once, even if the expense is eligible for more than one credit or deduction
• Medical expenses
  • it is not necessary to enter each receipt individually; enter See list in the description and indicate the total amount of eligible medical expenses
• Expenses for medical services not available in your area
  • travel expenses, depending on the distance (in kilometers) between area of residence and medical service location
• Specified medical expenses (not claimed elsewhere)
  • Cost of attendant care
    • salaries and wages for attendant care given in Canada. This may include the portion related only to salaries and wages that make up the total amount of Fees for a residential and long-term care centre
  • Fees for a residential and long-term care centre
    • fees paid for full-time care in a nursing home
• click Next

• click the + sign next to Infirmity and Disability amounts claim for yourself (line 31600)

Canada caregiver amount, disability tax credit (Family Head, Spouse)

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab is highlighted
Spouse sub-tab is highlighted
Infirmity/disability topic
Infirmity and disability page

• claim both the disability tax credit and the Canada caregiver amount on the Infirmity and disability screen
• enter the applicable information into the Name or description of infirmity field
  
  

  Note

  Although this information is not transmitted to the Canada Revenue Agency (CRA) it is a mandatory field and must be completed. If the individual does not volunteer this information, enter Disability into the field.
• select the applicable option from the Are you eligible for the disability amount on federal line 31600? drop-down menu
  • if the individual is claiming the disability amount for the first time, select Claim disability amount (1st or new application) from the drop-down menu
• select the applicable option from the Does this infirmity provide entitlement to the Canada caregiver amount? drop-down menu
• if cost of attendant care is selected in the Specified medical expenses (not claimed elsewhere) section of the Medical expenses page, select one of the following from the Indicate how you wish to handle the disability amount and attendant care as medical expenses drop-down menu:
  • Let MaxBack decide
  • Claim the full amount of attendant care as medical expenses
  • Claim the attendant care as medical expenses with the disability amount

Ufile tip

If the individual does not specify how they wish to claim the cost of attendant care and disability amounts, choose Let MaxBack decide.

• if the individual transfers the disability amount from their line 31600 to the Schedule 2 of their spouse or common-law partner, you must select an option from the Does CRA already have an approved T2201 form registered in the account of your spouse or common-law partner? drop-down menu
  • click Next

• click the + sign next to Disability supports deduction for attendant care (line 21500)

Disability supports or attend care needed to earn income

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab
F21500 – Disability supports services topic
Disability supports or attend care needed to earn income page 

• complete the Disability supports or attend care needed to earn income screen but make sure you do not enter any amounts already claimed as medical expenses
• click Next

• click the + sign next to Home accessibility expense (line 31285)

Home accessibility expenses

Text version of the above image

UFile Screen
Under Interview tab
Family Head sub-tab
F31285 – Home accessibility expenses topic is highlighted
Select how you want to claim the Federal Home Accessibility credit is highlighted
Are you eligible to claim federal Home accessibility expenses? (Yes/No) is highlighted
Home Renovation expenses section is highlighted 

• enter the individual’s home accessibility expense information
  • select the applicable option from the Select how you want to claim the Federal Home Accessibility Expenses credit drop-down menu
    • In most cases, select Let MaxBack decide (default) from the drop-down menu.
  • select Yes from the Are you eligible to claim federal Home accessibility expenses? drop-down menu
• complete the Home renovation expenses section
  • enter the applicable information into the Supplier or contractor name (mandatory), and Date (dd-mm-yyyy), description and amount of eligible home renovation expense fields
  • if applicable, select Yes from the Is this expense an allowable Federal medical expense? drop-down menu

If you select Yes, do not enter this expense in the Medical expenses section. The software automatically claims it as a medical expense.

• if the number is available, enter it into the Supplier or contractor GST/HST Number (if applicable) field
• if applicable, complete the Description and amount claimed by other eligible individuals (other than spouse and dependents) field
  • click Next

• click the + sign next to Medical expenses for the dependant

Medical Expenses (Family Head, Spouse and Dependant)

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab is highlighted
Spouse sub-tab is highlighted
Dependant sub-tab is highlighted
Medical expenses topic
Medical expenses page
Medical expenses section is highlighted
Expenses for medical service not available in your area section is highlighted
Specified medical expenses (not claimed elsewhere) section is highlighted

Ufile tip

It is important to enter the total amount of expenses paid in each of the appropriate fields. The tax software automatically applies the federal and provincial limits for the specified expense and enters the eligible amount on the tax return.

• You only need to enter an expense once, even if the expense is eligible for more than one credit or deduction
• Medical expenses
  • it is not necessary to enter each receipt individually; enter See list in the description field and indicate the total amount of eligible medical expenses in the next field
• Expenses for medical services not available in your area
  • travel expenses, depending on the distance (in kilometers) between area of residence and medical service location
• Specified medical expenses (not claimed elsewhere)
  • Cost of attendant care
    • salaries and wages for attendant care given in Canada. This may include the portion related only to salaries and wages that make up the total amount of Fees for a residential and long-term care centre
  • Fees for a residential and long-term care centre
    • fees paid for full-time care in a nursing home
• click Next

• click the + sign next to Infirmity and disability amounts for the dependant

Claiming the Canada caregiver amount and disability (Dependant)

Text version of the above image

UFile screen
Under Interview tab
Dependant sub-tab is highlighted
Infirmity/disability topic is highlighted
Dependant’s infirmity and disability page

• claim both the disability tax credit and the Canada caregiver amount on the Dependant’s infirmity and disability screen
• enter the applicable information into the Name or description of dependant’s infirmity field

Note

Although this information is not transmitted to the CRA it is a mandatory field and must be completed. If the individual does not volunteer this information, enter Disability into the field.

• select the applicable option from the Is the dependant eligible for the disability amount on federal line 31600? drop-down menu
  • if the dependant is claiming the disability amount for the first time, select Claim disability amount (1st or new application) from the drop-down menu

Ufile tip

The software automatically transfers any unused portion of the dependant’s disability amount to the person supporting them.

• select the applicable option from the Does the dependant’s infirmity provide entitlement to the Canada caregiver amount? drop-down menu
• if cost of attendant care is selected in the Specified medical expenses (not claimed elsewhere) section of the Medical expenses page, select one of the following from the Indicate how you wish to handle the disability amount and attendant care as medical expenses drop-down menu:
  • Let MaxBack decide
  • Claim the full amount of attendant care as medical expenses
  • Claim the attendant care as medical expenses with the disability amount

Ufile tip

If the individual does not specify how they wish to claim the cost of attendant care and disability amounts, choose Let MaxBack decide.

• complete the Dependant’s unused disability amount section to inform the tax software how the dependant’s unused disability amount should be calculated

Ufile tip

The software automatically claims the Canada caregiver amount for other infirm dependants, age 18 or older, in the tax return of the eligible family-member supporting them, or that family-member’s spouse or common-law partner.

• click Next

• click the + sign next to Canada caregiver amount to claim for this dependant (line 30450)

Caregiver amount (Dependant)

Text version of the above image

UFile screen
Under Interview tab
Dependant sub-tab is highlighted
Canada caregiver topic
Caregiver amount page 

• complete the Caregiver amount screen to inform the tax software how the Canada caregiver amount for other infirm dependants age 18 or older should be calculated
• click Next

• click the + sign next to Disability supports or attendant care needed by the dependant to earn income (line 21500)

Disability supports or attend care needed to earn income

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab
F21500 – Disability supports services topic
Disability supports or attend care needed to earn income page

• complete the Disability supports or attend care needed to earn income screen but make sure you do not enter any amounts already claimed as medical expenses
• click Next

• click the + sign next to Home accessibility expense (line 31285)

Home accessibility expenses

Text version of the above image

UFile Screen
Under Interview tab
Family Head sub-tab
F31285 – Home accessibility expenses topic is highlighted
Select how you want to claim the Federal Home Accessibility credit is highlighted
Are you eligible to claim federal Home accessibility expenses? (Yes/No) is highlighted
Home Renovation expenses section is highlighted

• enter the individual’s home accessibility expense information
  • select the applicable option from the Select how you want to claim the Federal Home Accessibility Expenses credit drop-down menu
    • In most cases, select Let MaxBack decide (default) from the drop-down menu.
  • select Yes from the Are you eligible to claim federal Home accessibility expenses? drop-down menu
• complete the Home renovation expenses section
  • enter the applicable information into the Supplier or contractor name (mandatory), and Date (dd-mm-yyyy), description and amount of eligible home renovation expense fields
  • if applicable, select Yes from the Is this expense an allowable Federal medical expense? drop-down menu

If you select Yes, do not enter this expense in the Medical expenses section. The software automatically claims it as a medical expense.

• if the number is available, enter it into the Supplier or contractor GST/HST Number (if applicable) field
• if applicable, complete the Description and amount claimed by other eligible individuals (other than spouse and dependants) field
  • click Next