Common tax deductions

• In the Common tax deductions section, tick the box next to Medical expenses, disability, caregiver.
• Click Next.

Medical expenses, disability, caregiver (Family head, spouse or common-law partner)

• Click Medical, disability, caregiver in the left-side menu.

• Click the + sign next to Medical expenses (including TP-752.0.13.1)

Medical expenses (Family head, spouse or common-law partner, dependant)

Text version for the above image

UFile screen

Under Interview tab

Family Head sub-tab

Medical expenses topic

Medical expenses (including TP-752.0.13.1) page

It is important to enter the total amount of expenses paid in the appropriate categories. The software will automatically apply the federal and provincial limits for the specified expenses and enter the eligible amount in the tax returns.

• Medical expenses:
  • It is not necessary to enter each receipt individually. Enter See list into the Description field and enter the total amount of eligible medical expenses:
    • This amount must include any amounts paid for eligible travel expenses paid to obtain medical services within 200 kilometres of your area.
• Specified medical expenses (not claimed elsewhere):
  • Select the applicable type of medical expense from the drop-down menu.
• Quebec prescription drug insurance plan:
  • Select Federal only (usual case).
  • Enter the premium paid last year under the Quebec prescription drug insurance plan (this amount is on the Quebec notice of assessment received last year).
• TP-752.0.13.1 - Expenses for medical services not available within 200 kilometres of your area:
  • Select the applicable option from the Select for whom the medical services outside of area was incurred drop-down menu.
  • Enter the total amounts of eligible expenses (travel, lodging and moving) paid to obtain medical services that were not available within 200 kilometres of your area.

• Click the + sign next to Infirmity and Disability amounts claim for yourself* (line 31600).

Infirmity and disability (Family head, spouse or common-law partner)

Text version for the above image

UFile screen

Under Interview tab

Family Head sub-tab

Infirmity/disability topic

Infirmity and disability page

Back arrow button is highlighted

The disability tax credit, the amount for a severe and prolonged impairment in mental or physical functions, the Canada caregiver amount and the tax credit for caregivers are claimed in the same screen.

• Complete the fields according to the situation.
• Enter the applicable information into the Name or description of infirmity field. If the person does not voluntarily provide this information, enter Unknown into the field.
• If the individual transfers the federal disability amount from their line 31600 to the Schedule 2 of their spouse or common-law partner, you must select an option from the Does CRA already have an approved T2201 form for this disability? drop-down menu.

For the question "Does the person need assistance to perform a basic activity of daily living?", you selected:

• "Not eligible"
• "Needs daily assistance"

• Click Next.

• You must report the qualifying period for the tax credit for caregivers for Revenu Québec. To do this, click the back arrow between the Previous and Next buttons. It allows you to return to the Medical, disability, caregiver menu.

Caregiver (Family head, spouse or common-law partner)

Text version for the above image

UFile screen

Under Interview tab

Spouse with infirmity sub-tab

Medical, disability, caregiver topic is highlighted

Medical expenses, disability, caregiver page

Schedule H – Eligibility and dates of the qualifying period for the caregiver amount for this spouse (Quebec line 462) is highlighted

• While still in the profile of the person with the disability or infirmity, click the + sign next to Schedule H – Eligibility and dates of the qualifying period for the caregiver amount for this spouse (Quebec line 462).

Schedule H – Tax credit for caregiver of a spouse

Text version for the above image

UFile screen

Under Interview tab

Family head caregiver sub-tab is highlighted

Spouse with infirmity sub-tab

Schedule H – Tax credit for caregiver of a spouse page

Next button is highlighted

• Enter the beginning and ending dates of the qualifying period, which runs from January 1 to December 31.
• Click Next.
• To provide dwelling information for Revenu Québec, click the caregiver's sub-tab.

Schedule H – Dwelling Information

Text version for the above image

UFile screen

Under Interview tab

Family head caregiver sub-tab

Quebec tax credits topic is highlighted

Quebec tax credits page

Schedule H – Dwelling information for the tax credit for caregiver is highlighted

• Click Quebec tax credits in the left-side menu.
• Click the + sign next to Schedule H – Dwelling information for the tax credit for caregiver.

Schedule H – Dwelling information for the tax credit for caregiver

Text version for the above image

UFile screen

Under Interview tab

Family head caregiver sub-tab

Schedule H – Caregiver tax credit topic is highlighted

Schedule H – Dwelling information for the tax credit for caregiver page is highlighted

Next button is highlighted

• Complete the fields on this page.
• Click Next

• In the Common tax deductions section, tick the box next to RRSP, HBP, LLP, FHSA other plans and funds.
• Click Next.

Contributions to a RRSP or PRPP/VRSP – RRSP receipt (Family Head, Spouse and Dependant)

• Click RRSP contributions, limits in the left-side menu.
• Enter the amount from the individual’s last notice of assessment, reassessment, or Auto-fill my return into the RRSP/PRPP deduction limit field.
• Answer the question Do you have unused contributions from the first 60 days of 2024?
  • if Yes is selected, enter the corresponding amount from the individual's last notice of assessment, reassessment, or Auto-fill my return into the Unused contributions from the first 60 days of 2024.
• Enter the amount from the individual’s last notice of assessment, reassessment, or AutoFill My Return into the Unused contributions from prior years field or leave blank if the individual does not have any to report.
• In the Contributions to your own RRSP or PRPP/VRSP section:
  • for receipts indicating contributions from March to December 2024, enter the information into the fields under March to December 2024.
  • for receipts indicating contributions for the First 60 days of 2025, enter the information into the fields under First 60 days of 2025.
• If applicable, enter amounts into the fields in the PRPP/VRSP employer contributions section.
• If applicable, enter the amount provided by the individual into the RRSP or PRPP/VRSP deduction to use (leave blank to use all your contributions as a deduction) field.
• Click Next.

• Click Medical and disability in the left-side menu.

Dependant's medical expenses, infirmity and disability

• Click the + sign next to Medical expenses (including TP-752.0.13.1) for the dependant.

Medical expenses (Family head, spouse or common-law partner, dependant)

Text version for the above image

UFile screen

Under Interview tab

Family Head sub-tab

Medical expenses topic

expenses (including TP-752.0.13.1) page

It is important to enter the total amount of expenses paid in the appropriate categories. The software will automatically apply the federal and provincial limits for the specified fees and enter the eligible amount in the income tax returns.

• Medical expenses:
  • It is not necessary to enter each receipt individually. Enter See list in the Description field and indicate the total amount of eligible medical expenses.
    • This amount must include any amounts paid for eligible travel expenses paid to obtain medical services within 200 kilometres of your area.
• Specified medical expenses (not claimed elsewhere):
  • Select the applicable type of medical expense from the drop-down menu.
• Quebec prescription drug insurance plan:
  • Select Federal only (usual case).
  • Enter the premium paid last year under the Quebec prescription drug insurance plan (this amount is on the Quebec notice of assessment received last year).
• TP-752.0.13.1 - Expenses for medical services not available within 200 kilometres of your area:
  • Select the applicable option from the Select for whom the medical services outside of area was incurred drop-down menu
  • Enter the total amounts of eligible expenses (travel, lodging and moving) paid to obtain medical services that were not available within 200 kilometres of your area.

• Click the + sign next to Infirmity and disability amounts for the dependant*.

Infirmity and disability (Dependant)

Text version for the above image

UFile screen

Under Interview tab

Dependant sub-tab

Infirmity/disability topic

Dependant's infirmity and disability page

Back arrow button is highlighted

The disability tax credit, the amount for a severe and prolonged impairment in mental or physical functions, the Canada caregiver amount and the tax credit for caregivers are claimed in the same screen. 

• Complete the fields according to the situation.
• Enter the applicable information into the Name or description of dependant's infirmity field. If the person does not voluntarily provide this information, simply enter Unknown into the field.
• Complete the Dependant’s unused disability amount section to determine how the unused disability amount will be claimed, otherwise leave Let MaxBack decide. Any unused portion of the disability tax credit will be transferred to line 31800 of the federal tax return of the individual supporting the dependant with the disability.

For the question "Does the dependant need assistance to perform a basic activity of daily living?", you selected:

• "Not eligible"
• "Needs daily assistance"

• Click Next.

• You must report the qualifying period for the tax credit for caregivers for Revenu Québec. To do this, click the back arrow between the Previous and Next buttons. It allows you to return to the Medical and disability menu.

Caregiver (Dependant)

Text version for the above image

UFile screen

Under Interview tab

Dependant with infirmity sub-tab

Medical and disability topic is highlighted

Dependant's medical expenses, infirmity and disability page

Canada caregiver amount to claim for this dependant (line 30450) / Quebec Schedule H – Eligibility and dates of the qualifying period for this dependant (Quebec line 462) is highlighted

• While still in the profile of the dependant with the disability or infirmity, click the + sign next to Canada caregiver amount to claim for this dependant (line 30450) / Quebec Schedule H – Eligibility and dates of the qualifying period for this dependant (Quebec line  462).

Caregiver amount (Dependant)

Text version for the above image

UFile screen

Under Interview tab

Dependant with infirmity sub-tab

Family Head caregiver sub-tab is highlighted

Canada caregiver topic is highlighted

Caregiver amount page

Beginning date of the qualifying period for the caregiver amount (dd-mm-yyyy) field is empty and highlighted

Ending date of the qualifying period for the caregiver amount (dd-mm-yyyy) field is empty and highlighted

Next button is highlighted

• Leave the first four fields blank.
• Into the fifth and sixth fields, enter the beginning and ending dates of the qualifying period for the caregiver amount, which runs from January 1 to December 31.
• Complete the rest of the fields on this page, if applicable.
• Click Next.
• To provide dwelling information for Revenu Québec, click the caregiver's sub-tab.

Schedule H – Dwelling Information

Text version for the above image

UFile screen

Under Interview tab

Family head caregiver sub-tab

Quebec tax credits topic is highlighted

Schedule H – Dwelling information for the tax credit for caregiver is highlighted

• Click on Quebec tax credits in the left-side menu.
• Click on the + sign next to Schedule H – Dwelling information for the tax credit for caregiver.

Schedule H – Dwelling information for the tax credit for caregiver

Text version for the above image

UFile screen

Under Interview tab

Family head caregiver sub-tab

Schedule H – Caregiver tax credit topic is highlighted

Schedule H – Dwelling information for the tax credit for caregiver page is highlighted

Next button is highlighted

• Complete the fields on this page.
• Click Next.

• In the Common tax deductions section, tick the box next to RRSP, HBP, LLP, FHSA other plans and funds.
• Click Next.

Contributions to a RRSP or PRPP/VRSP – RRSP receipt (Family Head, Spouse and Dependant)

• Click RRSP contributions, limits in the left-side menu.
• Enter the amount from the individual’s last notice of assessment, reassessment, or Auto-fill my return into the RRSP/PRPP deduction limit field.
• Answer the question Do you have unused contributions from the first 60 days of 2024?
  • if Yes is selected, enter the corresponding amount from the individual's last notice of assessment, reassessment, or Auto-fill my return into the Unused contributions from the first 60 days of 2024.
• Enter the amount from the individual’s last notice of assessment, reassessment, or AutoFill My Return into the Unused contributions from prior years field or leave blank if the individual does not have any to report.
• In the Contributions to your own RRSP or PRPP/VRSP section:
  • for receipts indicating contributions from March to December 2024, enter the information into the fields under March to December 2024.
  • for receipts indicating contributions for the First 60 days of 2025, enter the information into the fields under First 60 days of 2025.
• If applicable, enter amounts into the fields in the PRPP/VRSP employer contributions section.
• If applicable, enter the amount provided by the individual into the RRSP or PRPP/VRSP deduction to use (leave blank to use all your contributions as a deduction) field.
• Click Next.