Carrying forward the tax file of a member who leaves the familyPlease note that there is no automated way to carry forward the information of a person who left the family.
This person must be manually entered in a separate new file. In this person's new file, do not forget to enter any amount that can be carried forward from the previous year's tax return. These carry forwards are shown on the Notice of Assessment, received by this person, in the previous year. In UFile, it is also found in the "Summary of carryforward amounts" report, under the tab "Tax return", of the previous year (in the Family file).
Since this person left the family, remember to remove this person from your family file. To do this, under the tab "Interview", on the line of "Head of family", choose the person you want to remove and click "- Delete selected". A pop-up window will appear with the question "Are you sure you want to remove all data for (the dependant or the spouse) from this file?" By clicking "Yes" you will delete all this person's data
ID: 20201102101754NA.xml
Webpage: KPA340-20201102101754NA.htm