Navigation with UFile 2021

This text aims to provide a brief overview of UFile's new look and feel, and we are open to any suggestions from our users to make it more accessible.

When you open the program, it will bring you to the first tab "Start" in the upper left of the screen, in the starting page "Start on a new tax file".

If you want to "Start on a new tax file", click on that section. However, if you want to carry forward the data in your file from the previous year, go to your right and click the "Carry Forward 2020 tax file" section.

If you have already used the program and want to continue to work on the file that you have created earlier, select the screen "Continue on recent" on your right" and you will bring up the latest version of your file.

This feature will take you to the second tab "Interview", to the "Family head Identification" page of the file on which you started working.

When you are finished entering the information in your file, click the third tab "Review". This will take you to the "Summary" page, where you will select "Messages" located in the "Left-side menu on the Review tab".

This page will show you the notes and diagnostics in your file. If there is an "Error", this one will be indicated by a red button at the bottom of the page.

If you have no errors, a note will tell you that "You are eligible to file your federal return using NETFILE".

If you need help, click the question mark "?" located on the far top right corner of the screen. Click on "Support assistant" and a screen will open. To communicate with our support group, click twice (2x) on "Next", fill out the page and click on "Submit request" at the bottom of the page.

However, if you wish to consult our online database, click once on "Next" and on the page that appears, click "Web site FAQ's" This will take you to the virtual agent site.

ID: 20211019162801DE.xml

Webpage: KPA310-20211019162801DE.htm

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