FAQ's: Before you start...

• What is UFile?
• Whom is UFile intended for?
• Is UFile easy to use?

• When can I use UFile?

• Can I prepare any type of returns with UFile?
• What supporting documents do I need when using UFile?

• How can I use UFile if I don't have a computer?

• How do I get assistance if I need it?

• Why should I trust UFile?

What is UFile?
UFile is a Web-based tax preparation application designed by Dr Tax-UFile.ca Inc., a Canadian company based in Montreal, Quebec. Designed originally for professional tax preparation specialists, UFile has now been given a friendly, interview-based interface so that anyone can have access to the detailed tax preparation system that calculates tax returns.

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Whom is UFile intended for?
UFile is for taxpayers who prepare their own income tax returns, who want to spend less time and money doing it, and who enjoy the Internet.

If you prepare your own tax return without the help of a professional tax preparer, and you have Internet access, simply go to UFile.ca to prepare your tax return online. Then, you can download it and file it electronically or print it and file it on paper, as you prefer.

UFile.ca, a Web-based tax preparation system, provides taxpayers with continual access to their tax information and ensures the security and backup of their data.

UFile has very few restrictions as to the types of returns it can process. See the next question for more information.

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Is UFile easy to use?
You already know how to answer questions on a Web site and how to fill out simple electronic forms. That's all there is to using UFile.

If you have that covered, then all you need is to have all relevant tax information at hand. UFile's interview will guide you by presenting questions that you will answer and forms that you will fill in.

In a frame located on the left-hand side of the screen, a table of contents will display a summary of your tax information to enable you to recall any question or form and add data or modify what you have previously entered.

If you will be preparing the tax returns of family members, keep in mind that each person's tax information must be entered in their respective file. UFile will optimize the family's data to minimize the tax payable or maximize the refund.

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When can I use UFile?
You can log onto UFile.ca to prepare your tax returns online 24 hours a day, seven days a week.

However, the UFile.ca site may occasionally be unavailable due to maintenance purposes. In such a case, the affected hours of operation will be posted.

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Can I prepare any type of returns with UFile?
UFile is designed to prepare just about any tax return. However, if yours is a complex tax return and you feel that you do not have sufficient expertise, it may be wise to consult a professional to guide you.

This being said, the general restrictions currently applicable are listed below. You cannot use UFile if:

• you are required to file any type of bankruptcy return;

• you changed the fiscal year-end of your business;

• you wish to file a CAIS claim with respect to your farming business

We regret any inconvenience that this may cause.

Note that UFile does not set any restrictions on the electronic filing of tax returns to the CRA or the MRQ. However, there are NETFILE restrictions imposed by the CRA as well as Quebec efiling restrictions imposed by the MRQ.

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What supporting documents do I need when using UFile?
You should have all the tax documents you would normally need to prepare your tax return manually on paper or with a commercial software. This includes your information slips and all receipts you intend to submit.

If, however, you begin preparing your tax return with UFile, then realize that you are missing certain information, you can always quit and come back later to finish preparing your return. UFile always saves your data as you proceed through its tax preparation sequence.

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How can I use UFile if I don't have a computer?
You can use UFile on any computer with Internet access, whether it's at a friend's, at the library, or at an Internet café.

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How do I get assistance if I need it?
Read the questions carefully. If you require assistance, several options are available depending on the nature of your query.

• To find out what UFile does with the information you enter, click the "?" icon next to the relevant field.

• To refer to the CRA's T1 guide, click the Canadian flag icon within the relevant help file.

• To refer to the MRQ's TP1 guide, click the Quebec flag icon within the relevant help file.

• Check our list of FAQ's.

If the options above do not prove satisfactory, send an email to UFile. We will provide you with an answer as quickly as we can.

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Why should I trust UFile?
UFile is reliable.

Its tax calculation modules were built by Dr Tax Software Inc., developer of the best professional tax software in Canada. Our skilled engineers and software developers have designed a Web application that uses the most recent technology to create a system that is as fast, as scalable, and as secure as possible.

If you prepare your family's returns, UFile will optimize the tax results for all family members and apply any eligible transfers (income, deductions, credits) between them to maximize the refunds expected and/or minimize the balances due to the CRA and the MRQ.

UFile enables you to prepare your tax return in English or in French, for any Canadian province or territory.

Dr Tax Software Inc., makers of UFile, is a national company based in Montreal. It was built upon its knowledge of tax and financial services, of the Internet and, more importantly, of the taxpayers' needs.

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