Specific situations
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Specific situations
Interview setup
UFile screen
Under Interview tab
Family Head sub-tab
Interview setup topic is highlighted
Interview setup page
Specific situation section is highlighted
The following are ticked:
Immigrant, emigrant, non resident taxpayer, you are a Canadian resident and your spouse immigrated to Canada in the year
Tax return for a Status Indian
- Click Interview setup in the left-side menu.
- In the Specific situations section, tick the box next to Immigrant, emigrant, non resident taxpayer, you are a Canadian resident and your spouse immigrated to Canada in the year and click Next.
Immigrant, emigrant or non-resident
Text version for the above image
UFile screen
Under Interview tab
Family Head sub-tab
Immigrant, emigrant, non-resident, factual resident topic is highlighted
Immigrant, emigrant or non-resident page
You immigrated to Canada in 2023 is highlighted
You are a Canadian resident and your spouse immigrated to Canada in 2023 is highlighted
- Click Immigrant, emigrant, non-resident, factual resident in the left-side menu.
- Click the + sign next to You immigrated to Canada in 2025.
Immigration to Canada
Text version for the above image
UFile screen
Under Interview tab
Family Head sub-tab
Immigrant topic
Immigration to Canada page
Date of entry (dd-mm-yyyy) is highlighted
Reason for the arrival or the departure is highlighted
- Enter the individual’s Date of entry.
- If the individual has a spouse, the tax software generates the additional field Your net income while you were living in Canada with your spouse.
- If both spouses share the same date of entry and have been living together (married or common-law) since that date, leave this field blank to allow the tax software to use the amount from line 23600.
- If the spouse has a different date of entry than the individual, enter the individual’s net income for the time spent living in Canada with their spouse.
- Select the reason for their arrival.
- Scroll down.
Immigration to Canada
Text version for the above image
UFile screen
Under Interview tab
Family Head sub-tab
Immigrant topic
Immigration to Canada page
Select canadian sourced income is highlighted
Name of country is highlighted
Select foreign sourced income is highlighted
- In the Canadian sourced income (excluding Part XIII) earned when you were not a resident of Canada section:
- select the applicable response from the Select canadian sourced income drop-down menu
- enter the amount (in Canadian dollars) into the next field
- if the individual does not have any income to report, select any source of income and enter 0
- In the Canadian source Part XIII income PLUS foreign sourced income earned when you were not a resident of Canada section:
- enter the individual's country of origin into the Name of country field
- select the applicable response from the Select foreign sourced income drop-down menu
- enter the amount (in Canadian dollars) into the next field
- if the individual does not have any income to report, select any source of income and enter 0
- Click Next
CRA questions
Text version for the above image
UFile screen
Under Interview tab
Family Head sub-tab
CRA questions topic is highlighted
Canada Revenue Agency (CRA) questions page
Are you filing an income tax return with the CRA for the very first time? Yes is selected and highlighted
- Click CRA questions in the left-side menu.
- Answer Yes to the question Are you filing an income tax return with the CRA for the very first time?
- Click Next.
Revenu Québec questions
Text version for the above image
UFile screen
Under Interview tab
Family Head sub-tab
Revenu Québec questions topic is highlighted
Revenu Québec questions page
Is this the first year that you are filing a Quebec tax return? Yes is selected and highlighted
- Click Revenu Québec questions in the left-side menu.
- Answer Yes to the question Is this the first year that you are filing a Quebec tax return?
- Click Next.
- Click the + sign next to You are a Canadian resident and your spouse immigrated to Canada in 2025.
Spouse immigration to Canada
Text version for the above image
UFile screen
Under Interview tab
Family Head sub-tab
Spouse Immigrant topic
Spouse immigration to Canada page
- Enter the net income (in Canadian dollars) of the individual while they were residing in Canada from the date they started living with their spouse or common-law partner in Canada, until December 31.
- Click Next.
- In the Specific situations section, tick the box next to Tax return for a Status Indian and click Next.
Tax return for Status Indian
Text version for the above image
UFile screen
Under Interview tab
Family Head sub-tab
Status Indian topic is highlighted
Status Indian exemptions page
Please confirm that you are a registered Indian, or entitled to be registered as an Indian under the Indian Act. is highlighted and Yes is selected
- Click Status Indian in the left-side menu.
- Select Yes from the Please confirm that you are a registered Indian, or entitled to be registered as an Indian under the Indian Act. drop-down menu.
- The tax-exempt amount from the T4 and RL-1 slips must be entered into the software on the page corresponding to the slips
- Click Next
- Continue on to the next section to enter the amounts from the T4 and RL-1 slips
Document navigation
- The tax-exempt amount from the T4E, T4E(Q) and RL-6 slips must be entered into the software on the page corresponding to the slips
- Click Next
- Continue on to the next section to enter the amounts from the T4E, T4E(Q) and RL-6 slips
Document navigation
- Enter the tax-exempt amount from box 20 of the T4A(P) slip and box A-1 of the RL-2 slip into the Exempt CPP/QPP benefits field.
- Click Next.
- Continue on to the next section to enter the amounts from the T4A(P) and RL-2 slips.
Document navigation
- Enter the tax-exempt amount from box 10 of the T5007 slip and from box C of the RL-5 slip into the Exempt workers' compensation benefits field.
- Enter the tax-exempt amount from box 11 of the T5007 slip and from box A of the RL-5 slip, the amount in the letter from the band council or the amount the individual tells you into the Exempt social assistance payments field.
UFile tip
The amount from the band council letter must be entered into the Exempt social assistance payments field for it to be reported on the Quebec income tax return.
Until further notice, do not enter any amount into the Social assistance payments received from a First Nation/band council (not included in a T5007) field for Quebec residents. - Click Next.
- Continue on to the next section to enter the T5007 and RL-5 slips, the amount in the letter from the band council, or the amount the individual tells you.
Document navigation
- Enter the tax-exempt amount from boxes 197, 198, 199, 202, 203, 204, and 211 of the T4A slip and boxes O‑6, O‑7, and O‑10 of the RL‑1 slip into the Exempt benefits paid due to the COVID-19 field
- Enter the tax-exempt amount from box 16 of the T4A slip and box A of the RL‑2 slip into the Exempt pension income field
- Click Next
- Continue on to the next section to enter the amounts from the T4A, RL‑1 or RL‑2 slips
Document navigation
- Enter the tax-exempt interest into the Exempt interest income field.
- Enter the tax-exempt dividends into the Exempt taxable dividend (eligible) or Exempt taxable dividend (other than eligible) field
- Click Next.
- Continue on to the next section to enter the amounts from the T5 and RL-3 slips and interest income not shown on tax slips.
Document navigation
- Ensure you answered Yes to the statement Please confirm that you are a registered Indian, or entitled to be registered as an Indian under the Indian Act.
- Click Next.
- Continue on to the next section to enter the self-employment information and the amounts from the T4(A) and RL-1.
Document navigation
- For a RRIF, enter the tax-exempt portion of the amounts from the T4RIF and RL-2 slips into the Exempt pension income field
- For an RRSP, enter the tax-exempt portion of the amounts from the T4RSP and RL-2 slips into the Exempt RRSP income field
UFile tip
Amounts related to a transfer from a tax-exempt RPP must be entered into the appropriate field, either Exempt pension income or Exempt RRSP income so that they are properly reported in the tax returns and form T90.
Until further notice, do not enter any amount in the RRSP or RRIF income related to tax-exempt pension transfers from an RPP (T90 Line 6) field. - Click Next
- Continue on to the next section to enter the amounts from the T4RIF, T4RSP and and RL-2 slips
Document navigation
Page details
2025-10-23