Yes, I meant NetFile. I think I've been reassessed all 3 years I've used it. Most of it had to do with credits not being applied transferred correctly with my spouse. The biggest problem was when I filled in a T657 (calculating capital gains deduction) that they never sent. I went back and forth with their support who were unhelpful. I eventually printed it off from the PDF they give you and mailed it to the CRA and things worked out.

Sean

On Wed, Feb 12, 2014 at 2:50 PM, Hartmut W Sager <hwsager@marityme.net> wrote:

Oh, I meant to ask:  When you used the term "Efile", did you really mean Efile rather than Netfile?  Efile is only available to CRA-registered tax preparers.
 

Hartmut Sager

On 12 February 2014 14:05, Hartmut W Sager <hwsager@marityme.net> wrote:

Continuing on the topic (or slightly off-topic) of tax software, especially the online/cloud offerings, I switched from QuickTax to UFile in tax year 2007 and never looked back.  During an overlap test, both produced identical results, but I switched because QuickTax was much too cumbersome/obtuse and non-Intuitive (which makes my comments here on-topic re "mom-ready").  Though UFile uses a similar "interview" style, it doesn't send me in endless circles the way QuickTax did, and UFile doesn't produce nearly as many irrelevant and often erroneous caution/"error" notices.
 

Also, UFile online allows you to catch up with returns as far back as 2000 (though CRA only lets you go back 10 years).

 

I've never been re-assessed, and my return even includes a T2125 for business/professional.  So, I'm a happy UFile camper.

 

As a true aside, note that the current Netfile no-go applies to all tax software and is expected to be cleared up within days from now.  It is CRA-triggered by the requirement for a late-stage update to all tax software that produces ".tax" files for uploading to Netfile.

 

Hartmut Sager

On 12 February 2014 08:50, Sean Walberg <sean@ertw.com> wrote:

On the topic, curious what people think about SaaS options vs the desktop options.

I've been very happy with mint.com for my personal finances. Wave is pretty good for businesses (my major gripe was the bank import, but they've moved to Yodlee so that should be better)

I used ufile for the past 2 or 3 years for taxes after using QuickTax every year since ~94. I've had more "notice of reassessments" from the CRA since I've started doing that, though. Actually really pissed off at them because despite filling out a form they didn't efile it to the CRA and I got into a huge mess. My taxes are a bit more complicated than average but not such that I feel the need to send to an accountant.

SaaS makes the choice of desktop OS less important, IMHO, and can provide a better experience than desktop if done right.

Sean

On Wed, Feb 12, 2014 at 8:32 AM, Colin Stanners <cstanners@gmail.com> wrote:

Does she use Quickbooks/Quicktax/etc?

On Wed, Feb 12, 2014 at 5:13 AM, Trevor Cordes <trevor@tecnopolis.ca> wrote:

Faced with an expiring XP, I had a thought about moving my mother
(complete techno-luddite) to Linux.  She only needs an office suite (OOo
instead of Word should do), Skype (works fine on linux, and her webcam is
supported), an email app (evolution/thunderbird instead of Outlook), and
that's about it.

It's Linux or Win7.

If I'm setting up and admin'ing, are there any downsides really?  I can
make it look/behave much like XP, so the learning curve may be smaller
than with Win7.

Am I delusional because I breathe Linux?  Or can this be done?

Corollary: What distro?
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