Frequently Asked Questions


+ Account, Profile

− Account, Profile

How to change my Account Information? How to get my profiles from last year? How to add more persons to the account? How to downgrade/upgrade a profile in the account? How to remove a profile from account? How to remove my data from your system? How to split Linked Returns? How to join 2 persons as coupled? Do I need to enter spouse information? How to change from married to single? Why am I not allowed to add more profile to the account?

+ Using the Software

− Using the Software

Where do I find the schedules/forms? How to download my tax data from CRA? How to prepare a return for a deceased person? How to prepare a return for an immigrant? Can I change my Direct Deposit info using NETFILE? I Got an Error Messages asking me to fill form T691 Do I need to pay for using TaxChopper?

+ Income

− Income

How to report self-employment / rental income? How to enter foreign employment income? How to report other income from foreign source? How to report capital gains? Where to enter other interest income? How to split pension income? How to enter T4A Box105 ? Where to enter T5018 slip? Why extra attention to T5008 slips? How to report foreign interests/dividends income?

+ Deductions

− Deductions

Deduct Home Office Expenses due to COVID-19(T777S)? Where to enter my professional dues? How to claim Employment Expenses? How to claim Childcare Expenses? I missed RRSP Contribution for HBP/LLP Repayment? Can I claim my RRSP deduction less than my contribution? I forgot to report RRSP contribution on previous return How to enter RRSP transferred from retiring allowances? Can I deduct the fees I paid to prepare my tax returns? How to Apply Capital Loss Carryback? How to claim Carrying Charges?

+ Tax Credit

− Tax Credit

How to claim Donations tax credit ? How to claim disability tax credit ? How to claim infirm dependants related credits ? Can I claim medical expenses incurred last years ? Line 33099 (medical expenses) looks not right ? Where to enter my tuition certificate(T2202) ? Where to enter Interest on Student Loans ? How to transfer/carry forward tuition credit ? How to claim Canada Workers Benefit(CWB)? How to claim the Climate Action Incentive ? How to claim Foreign Non-business Tax Credit ? Do I need to apply for GST/HST credit ?

+ Filing Return

− Filing Return

What is and how to get NETFILE Access Code? How to NETFILE my return to the CRA? How to get a PAPER return to mail in ? How to confirm my return has been filed? How to print my return as record? Why am I asked to file T1135 separately?

+ After Filing

− After Filing

I found a mistake after return has been filed I found my address incorrect on my filed return How to get my Express Notice of Assessment? If one spouse has balance owing while the other has a refund, can we just pay the difference? How to make a payment to CRA?