UFile instructions by tax situation

The UFile interview setup includes sections related to tax situations. You may have to visit more than one section, depending on the individual’s tax situation, to find the UFile instructions you need.

Specific situations

• Indigenous Peoples:
  • Confirming the status of a registered Indian
  • Reporting tax-exempt income that is not identified as such on the tax or RL slips
• Newcomers:
  • Reporting the date of entry
  • Reporting income before the period of residence
  • Reporting the resident's net income when their spouse or common-law partner is a newcomer

Employment and other benefits

• Reporting income from:
  • T4 and RL-1
  • T4E
  • T4E(Q) and RL-6
  • T5007 and RL-5
• Claiming expenses related to working remotely

Pension

• Reporting income from:
  • T4A(P) and RL-2
  • T4A(OAS)
  • T4RSP and RL-2
  • T4A and RL-1
  • T4A and RL-2

Investment income and self-employed individuals

• Reporting income from:
  • T5 and RL-3
  • interest income not recorded on tax slips
  • T4A box 48 and RL-1 box O (RD)

Student

• Reporting income from scholarships and bursaries from T4A box 105 and RL-1 box O (RB)
• Claiming credits for:
  • T2202, RL-8 and official receipt for tuition fees
  • interest paid on student loans
  • Canada training credit
• Transferring a credit for tuition fees and amounts for post-secondary studies

Common tax deductions

• Claiming:
  • the credits related to medical expenses
  • the disability tax credit (DTC)
  • the amount for a severe and prolonged impairment in mental or physical functions
  • the Canada caregiver amounts
  • the tax credit for caregivers
  • the RRSP deduction

Parents and children

• Claiming:
  • the credit and deduction for child care expenses (including special cases)
  • the tax credit for children's activities

Controls

• Controlling:
  • the spousal amount (line 30300)
  • the Canada workers benefit for registered Indians
  • the option for designating someone as a dependant

Tax credit for home-support services for seniors

• Claiming the tax credit for home-support services for seniors

Other topics

• Reporting advance payments on the RC210 and the RL-19
• Claiming:
  • the northern residents deductions and the deduction for individuals living in designated remote areas
  • the tax credit for recent graduates working in remote resource regions

Revenu Québec questions

• Reporting:
  • the situation for Quebec prescription drug insurance plan
• Claiming:
  • the amount for a person living alone (single-parent family)
  • the solidarity tax credit
  • the tax shield tax credit