Tax data entry sections

On this page

• Interview setup
• Entering the tax slips
• Information from other T-slips and RL's
• Other deductions and credits
• Quebec tax credits
• Refund or balance owing
• MaxBack controls

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Interview setup

In the Interview Setup section, tick all the boxes that correspond to the individual's tax situation. For example, specific situations like:

• No income to report in 2023
• Newcomer (Immigrant, emigrant, non resident taxpayer)
• Tax return for a Status Indian

It is also where you select the individual's income categories and the most common types of deductions and credits to which the individual is entitled.

Entering the tax slips

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

Once you have clicked on the topic, applicable income slips, deductions and/or credits can be selected by clicking on the + sign next to each item. This will generate the pages where income amounts or other required information must be entered.

For example, if you click on the + sign next to T4 and RL-1 (Relevé 1) income earned in Quebec with QPP contributions, the topic T4 income will be generated as a topic under T4 and employment income.

T4 – Statement of remuneration paid (RL-1) with QPP contributions page

If you click the T4 income topic, the T4 – Statement of Remuneration Paid (RL-1) with QPP contributions page will open, listing fields that correspond with the boxes found on the T4 and RL-1 tax slips.

Each tax slip is entered separately.

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

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 from the left-side menu.

To delete a tax slip, click the - sign to the right of that specific slip.

If an individual has several employers, enter each T4 and RL-1 tax slip for each employer. The software will add these up and report the total amount of employment income on the tax return.

In the Other information slips section, enter the information from less commonly encountered tax slips and statements.

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 the Interview setup, under Other topics.

This page includes topics such as the Northern residents deductions and the Tax credit for recent graduates working in remote resource regions.

The Quebec Tax Credits topic is added to the left-side menu once you select Quebec as the province of residence under the Identification topic.

This page includes additional Quebec tax credits as well as information from schedules and forms used to calculate line 462 – Other credits.

Refund or balance owing

In the Refund or balance owing section, you can:

• confirm the balance owing
• enter or modify banking information required for the processing of the Quebec income tax return
• specify whether the individual is transferring their refund to their spouse

MaxBack controls

The feature is helpful in optimizing the transfer and claim of credits and deductions between family members. It can help reduce the amount of tax owed or ensure refunds are maximized.

As information is entered into the software, MaxBack will automatically make certain decisions to lower taxes payable and maximize the total refund for the individual and, if applicable, their family members.

Those decisions are applicable to both the federal and Quebec tax returns.

If you want to change the MaxBack control options, click the Controls topic in the left-side menu of the software under the Interview tab. Note that you are not required to change the settings on this page.