Families

Before you start

Before preparing a return, ask the individual if they have a spouse, common-law partner, or any dependants. If the individual has a spouse, common-law partner and/or dependants, ensure that you include their information when completing the return. Not providing information for a spouse, common-law partner, or dependants could impact any benefits and credits the family may be entitled to receive.

The UFile software is designed to prepare returns for all family members. For individuals with a spouse and dependant(s), enter the individual’s information, then add the spouse before adding the dependant(s).

When completing a return for individuals with a spouse or common-law partner, you must indicate whether they are providing complete information for the spouse or common-law partner or only reporting their net income on the individual’s return. If you are completing a return for each spouse or common-law partner:

Important note

If you provide net income only for an individual’s spouse or common-law partner, but the individual does not know the exact amount, an estimate of their spouse or common-law partner’s net income amount can be used. It is not recommended that you use an estimate that is lower than their actual income. Doing so could lead to incorrect benefit payments and could cause delays, interest charges, and penalties.

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