CRA related sections
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
CRA questions topic is highlighted
Select English or French from the Language of correspondence and of tax return drop-down menu to determine the language in which the tax return will be transmitted or printed. This selection will also determine the language the CRA will use when sending correspondence to the individual. The language you select in this section does not affect the language used in UFile as you complete the tax return.
UFile tip
Some fields are defaulted to No. Ensure that you go over these questions with the individual and adjust the answers as required.
Under the Elections Canada section, if you select Yes to the question Do you have Canadian citizenship?, an additional question will populate asking if the individual authorizes the CRA to share their information with Elections Canada.
Also, complete the Email notifications from the CRA section. The individual must indicate whether they agree to receive notices of assessment or reassessment, as well as other communications, electronically via CRA’s My Account online service.
- If the answer is No, the individual will receive their notices of assessment or other communications by mail.
- If the answer is Yes, the individual must provide their email address. You must also read the applicable terms and conditions. Before obtaining their consent and email address, you must confirm that the individual is already enrolled in CRA’s My Account and is comfortable using it. Under no circumstances should you enter your email address in this field.
Important note
Once the individual consents and provides their email address, they will no longer receive their notices of assessment or other communications by mail from the CRA.
UFile tip
Based on the information entered into the Identification section, additional questions may need to be answered. For example, questions related to residency will be generated for individuals from Newfoundland and Labrador, Yukon, or Northwest Territories.
EFILE
Text version of the above image
UFile screen
Under Interview tab
Family Head sub-tab
EFILE topic is highlighted
The Electronic filing – EFILE page is where you indicate if you will be using the CRA Auto-fill my return (AFR) service and if you will be using EFILE to submit the tax return.
Selecting Yes for the question Will you be using the CRA Auto-fill my return service for this taxpayer? will generate a CRA Authorization request in the left-side menu under the Tax Return tab. For more information on the Authorization request, refer to Auto-fill my return (AFR).