Identification sections
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We do not guarantee the accuracy of this copy of the CRA website.
Scraped Page Content
- How to set up the software and start a new file
- Identification sections
- CRA related sections
- Tax data entry sections
- How to review and submit the tax return
- Saving and printing tax returns
Identification sections
UFile screen
Under Interview tab
Family Head sub-tab
Identification topic is highlighted
Family Head Identification page
Errors is highlighted
Next button is highlighted
Important note
At the top of each page, there are important instructions. Review them before entering any information.
Once you open UFile CVITP and click Start on a new tax file, the Identification section from the Interview tab will be displayed.
This is where you will enter an individual’s identification information.
Family Head indicates the household’s first individual which you enter into UFile. The second individual you enter will be referred to as spouse or dependant, whichever is applicable.
Important note
For individuals with one name only, you may add the name in the Last name (family name) field within the tax software and enter an asterisk (*) in the First name field.
When saving a tax return, UFile uses the first and last name of the individual to name the file. In cases where the individual only has one name and therefore an asterisk is used in the First name field, the volunteer will be required to delete the asterisk and save the file under the one name because the asterisk prevents the tax return from being saved.
Identity information such as names and date of birth must be an exact match to the identification information issued under the individual’s identification number to allow the tax return to be transmitted electronically using EFILE. If errors continue, it may be necessary to print the tax return and have the individual mail it to their applicable tax centre.
For more information, refer to Printing a tax return and Find a CRA address.
Entering an individual’s details may automatically add topics to the left-side menu or provide you with Tax saving ideas (under the Review tab). For example, when the date of birth is entered for a dependant under 17 years old, UFile CVITP will automatically add Child care to the left-side menu.
Mandatory fields will be identified by a red asterisk (*).
UFile tip
Clicking Next at the bottom-right of the screen will save the data entered and bring you to the next page under the Interview tab. If any mandatory information is missing, the software will alert you, under Errors, to fill in the required fields.
Spouse interview type
UFile screen
Under Interview tab
Family Head sub-tab
Add spouse sub-tab is highlighted
Spouse interview type topic is highlighted
Type of information you wish to provide about your spouse page
What information will you provide for your spouse? is highlighted with the following drop-down options:
Complete information (recommended)
Net income only
If you select married or common-law spouse in the Identification section, UFile will generate the Spouse interview type topic in the left-side menu. Navigate to it when you click Next. For more information on marital statuses, refer to Identification and marital status.
On the Type of information you wish to provide about your spouse page, you will find the question What information will you provide for your spouse? If you select Complete information (recommended) as a response to the question, you need to prepare tax returns for both spouses.
To add a spouse, click add spouse found next to the Family Head sub-tab or next to the family head’s name.
If you selected Net income only, UFile adds the Spouse – basic information topic in the left-side menu. In the CVITP, you would only select this option when the spouse or common-law partner is a non-resident of Canada for tax purposes.
Enter basic spousal information
UFile screen
Under Interview tab
Family Head sub-tab
Spouse – basic information topic is highlighted
Spouse – basic information page
Was your spouse a Canadian resident in 2023 (Not applicable for immigrant)? is highlighted
Net federal income of your spouse (line 23600 of his or her return) OR net world income in Canadian dollars, if your spouse is a non-resident of Canada. Warning: Do not use an estimated income below the actual. See help for more information section is highlighted.
Enter the spouse or common-law partner’s personal information, such as name and date of birth.
Indicate whether the spouse or common-law partner was a Canadian resident in 2024.
If the spouse is a non-resident, their net world income is their net federal income.
In the field, Net federal income of your spouse (line 23600 of his or her return) OR net world income in Canadian dollars, if your spouse is a non-resident of Canada, enter the amount:
- in Canadian dollars
- from all sources both inside and outside Canada
- even if it is zero
The CRA uses this information to calculate certain credits and benefits.
UFile tip
Fill in all of the fields to the best of your ability.
If the spouse is a non-resident and does not have a social insurance number (SIN) or an identification number, UFile will allow you to move to the next screen by leaving the SIN field for the spouse blank or by adding all zeros.
Add a dependant
UFile screen
Under Interview tab
Family Head sub-tab
Add dependant sub-tab is highlighted
To add a dependant, click add dependant found next to add spouse or next to the spouse’s name.
Current address
UFile CVITP screen
Under Interview tab
Family Head sub-tab
Current address topic is highlighted
Under the Current address topic, enter the individual's:
- mailing address at the time that the tax return was prepared and submitted
- home address
- telephone number
Important note
The address entered into the software is what the CRA uses to update the individual's file.
If the individual has changed province, they must contact the CRA to provide the date of the change to ensure they receive the benefits for which they are eligible.
Page details
- Date modified:
- 2025-01-30