Tax data entry sections

On this page

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

Interview setup

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UFile screen
Under Interview tab
Family Head sub-tab
Interview setup topic is highlighted

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.

Nice to know

If you forget to select an item from this screen, you can always go back to the Interview setup section to tick the appropriate box. Some boxes are pre-selected by default, however, the return will not be impacted if any of these boxes do not apply to the individual’s situation.

Entering the information slips

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UFile screen
Under Interview tab
Family Head sub-tab
T4 and employment income topic is highlighted
Plus sign beside T4 income (earned in any province except Quebec) is highlighted

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

Once you have clicked on the topic, applicable income slips, deductions, and credits can be selected 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 select T4 income (earned in any province except Quebec), T4 income will appear as a sub-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

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UFile screen
Under Interview tab
Family Head sub-tab
T4 income topic is highlighted
T4 – Statement of Remuneration Paid page
Box 14 is highlighted
T4 – Statement of Remuneration Paid slip
Box 14: Employment income – line 10100: 11,000.00 is highlighted

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

If the individual’s information slip has a box that is not accounted for in UFile, 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 slip.

Enter any remaining 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 slip, you can return to the page by clicking on the slip’s name in the left-side menu.

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

Other income and information slips

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UFile screen
Under Interview tab
Family Head sub-tab
Other income topic is highlighted
Other information slips topic is highlighted

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

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab
Other deductions and credits topic is highlighted

The Other deductions and credits section will only appear in the left-side menu if it is selected in the Interview setup, under Other topics. This section 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

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UFile screen
Under Interview tab
Family Head sub-tab
Ontario tax credits topic is highlighted

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.