Identification sections
On this page
- Start on a new tax file
- Identification
- Spouse interview type
- Add spouse or dependant
- Current address
Start on a new tax file
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UFile screen
Under Start tab
Start on a new tax file is highlighted
Once you are ready to start preparing the tax returns, click on Start on a new tax file.
Identification
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UFile screen
Interview tab is highlighted
Family Head sub-tab
Identification section is highlighted
Situation on December 31, 2023 section is highlighted
Next button is highlighted
The software will automatically take you to the Identification topic, under the Interview tab, when you click the Start on a new tax file button.
This is the page where you will enter the individual’s identification information such as, first name, last name, social insurance number, date of birth, etc.
The term Family head is used to designate the first person whose identification information is entered in the software.
The terms spouse or dependant are used to designate other individuals whose identification information is entered into the software, based on their relationship to the family head.
When you have entered a person’s name, it will automatically replace the generic terms used by the software.
Important note
For individuals with one name only, you may add the name into the last name (family name) field within the tax software and enter an asterisk (*) into the first name field. This prevents getting error messages.
As you enter identifying information, additional topics may generate in the left-side menu or you may see tax saving ideas under the Review tab. For example, if you select Quebec as the province of residence, the software will automatically add the topics specifically intended for residents of Quebec in the left-side menu. These topics will be identified by a blue fleur-de-lys.
Mandatory fields will have a red asterisk on the right of the field description.
Important note
All mandatory fields on the Interview tab must be completed to get to the Review, Tax return and EFILE tabs.
Clicking Next at the bottom-right of the screen will save the data entered and bring you to the next topic in the left-side menu.
If mandatory information is missing, error messages will appear at the bottom of your screen. This is where you will also find warning messages and other information.
You will notice specific instructions for each page are provided at the top of that page. You should review this information before completing any fields.
Use the left-side menu to access the various topics or to return to any of the topics under the Interview tab.
Spouse interview type
If you select married or common-law spouse in the Identification topic, the software will generate the Spouse interview type topic in the left-side menu.
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UFile screen
Under Interview tab
Family Head sub-tab
Type of information you wish to provide about your spouse page
What information will you provide for your spouse? question is highlighted
Drop-down menu is highlighted and contains:
Complete information (recommended)
Net income only
On the Spouse interview type page, you must answer the question What information will you provide for your spouse?
- If you select Complete information (recommended), you need to complete a federal and provincial tax return for each spouse
- If you select Net income only, UFile adds the Spouse – basic information topic in the left-side menu
Entering basic spousal information
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UFile screen
Under Interview tab
Family Head sub-tab
Spouse – basic information page
Net federal income of your spouse (line 23600 of his or her return) OR net world income in Canadian dollars, if your spouse is a non-resident of Canada. is highlighted
Net Quebec income of your spouse (from line 275 of his or her Quebec return of 2023) OR net world income in Canadian dollars, if your spouse is a non-resident of Canada. is highlighted
Enter the personal information of the individual's spouse and answer the questions according to their situation.
In the following fields, enter the amounts in Canadian dollars from all sources both inside and outside Canada, even if they are zero:
- Net federal income of your spouse (line 23600 of his or her return) OR net world income in Canadian dollars, if your spouse is a non-resident of Canada.
- Net Quebec income of your spouse (from line 275 of his or her Quebec return of 2024) OR net world income in Canadian dollars, if your spouse is a non-resident of Canada.
UFile tip
Fill in all of the fields to the best of your ability.
If the spouse is a non-resident and does not have a social insurance number (SIN) or an identification number, the software will allow you to move to the next screen by leaving the SIN field for the spouse blank or by adding all zeros.
Add spouse or dependant
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UFile screen
Under Interview tab
Family Head sub-tab
add spouse, add dependant, delete selected sub-tabs are highlighted
To add a spouse, click add spouse found next to the Family Head sub-tab or next to the family head's name.
To add a dependant, click add dependant found next to add spouse sub-tab or next to the spouse's name.
To delete a person's profile in the software, click on their sub-tab and click delete selected.
Current address
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UFile screen
Under Interview tab
Family Head sub-tab
Current address topic is highlighted
On the Current address topic page, enter the individual's:
- mailing address at the time that the tax returns are prepared and submitted
- home address
- telephone number
Important note
Federal
- The address entered in the software is what the CRA uses to update the individual's file at the CRA
- If the individual has changed province, they must contact the CRA to provide the date of the change to ensure they receive the benefits to which they are eligible for
Provincial
- If there is a change of address, the change will be made with Revenu Québec only if you provide the number of the individual's notice of assessment when filing the tax return with NetFile Québec
- If you do not have the individual's notice of assessment number, the change of address will not be made with Revenu Québec. In such a case, the individual must contact Revenu Québec to update their address so that you can electronically file the tax return
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