Carrying forward the tax file of a member who
leaves the family
Please 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
