How do I extract/merge a family member's file?Unfortunately, UFile cannot extract nor merge a family member's file. If you completed the family member's return in a separate file and wish to merge this file with yours, you must re-enter this member's tax information manually. To do so, please follow these steps:
1- You can add a family member at any time by clicking on "add spouse" or "add dependant" at the top-left of the screen. Choose spouse or dependant, as relevant, and go through the "Interview" pages for this person.
2- Enter the "Identification" information.
3- In the "Left side menu" located on the left-hand side of the screen, select "Refund or balance owing".
4- On the screen that appears, select "Prior year comparative information (comparative)".
5- Enter the amounts in the corresponding fields.
Conversely, if you have completed the dependant's tax return in your file last year and wish to extract this file to complete their tax return in the current year, you would have to create a separate file or open a new account for them and manually re-enter their tax information.
ID: 20110808151801CO.xml AQ
Webpage: KPA130-20110808151801CO.htm