Tax data entry sections

On this page

• Interview setup
• Entering the tax slips
• Other income and information slips
• Other deductions and credits
• Provincial tax and credits

Interview setup

The Interview setup section is where you indicate any Specific situations that may apply to the individual. It is also where you select the types of income, deductions or credits that you will be entering on their tax return. When you tick applicable boxes and click Next, the corresponding topics will be generated in the left-side menu, ready for you to complete.

Entering the tax slips

Each topic can be accessed from the left-side menu.

Once you have clicked on a topic, applicable tax slips, deductions and credits can be added by clicking on the plus (+) sign next to each item. This will generate pages where income amounts, or other required information, are entered.

For example, if you click the + sign next to T4 income (earned in any province except Quebec), T4 income will generate as a topic under T4 and employment income in the left-side menu.

Example of entering information from a T4 slip on the T4-Statement of Remuneration Paid screen

If you click the T4 income topic, the T4 – Statement of Remuneration Paid page will open, listing fields that match with the boxes found on the T4 slip. If an individual has multiple tax slips, you will need to enter each separately.

If the individual’s tax slip has a box that is not accounted for in UFile CVITP, scroll down to Other information to select additional options.

As you add the issuer or employer’s names, they will populate on the left-side menu, making it easy to identify and review the information from a particular tax slip.

Enter any remaining tax slips that you may have and click Next to bring you to the next section.

If you need to correct any information for a particular tax slip, you can return to the page by clicking on the tax slip’s name in the left-side menu.

If you need to delete a tax slip, you can do this by clicking the minus (-) sign to the right of that specific tax slip.

Other income and information slips

Situations that are not found in the Interview setup may be found under Other income or Other information slips in the left-side menu.

Other deductions and credits

The Other deductions and credits topic will only appear in the left-side menu if the box next to Other deductions and credits (including school supply and home buyer’s amount) is ticked in Interview setup, in the Other topics section. This topic is where topics such as the Northern residents deduction are located.

For more information, refer to Northern residents deductions in the Tax guide for volunteers along with the Tax considerations for newcomers and Indigenous Peoples section.

Provincial tax and credits

Additional sections, such as provincial or territorial tax and credits, populate in the left-side menu based on the information provided in the Identification section. In this example, Ontario is the province of residence and, the Ontario tax credits section was generated.

For more information on Provincial and territorial benefits and credits, refer to Provincial and territorial benefits and credits.