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Hubert - March 11 - Still no T5
March 11, 2016
5:13 pm
kanaka
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Any one with same issue. Today I decided to do a full sort and match up for required T slips.

No slips from:

Hubert - Still no slip (not good!) - Amount shows on My Account, Says processed Mar 1
...........but into comparison of a T5 slip received a week ago shows processed Mar 10 so will ...........assume the process date is from My Account and not the process date from Hubert.

March 11, 2016
5:29 pm
xxxx
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the slip for Hubert shows SUNOVA as institution

March 11, 2016
5:38 pm
kanaka
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Hi thanks....I know.....no Sunova either.

March 11, 2016
7:27 pm
AltaRed
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You really don't need the T5 slip at all if the T5 amount is shown on MyAccount. Just use what MyAccount shows either directly or use auto-fill into your favourite tax software. I have the opposite situation. When I did auto-fill from CRA, it didn't yet have 2 T5's that I already had in my hand.

I will do another auto-fill about the end of March, and then whatever doesn't download from there, I will enter manually, e.g. T3's for ETF/REITs.

March 11, 2016
8:00 pm
kanaka
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Ah.....you are way ahead of me. You can auto fill using your software and my account? Can you give a brief how it works?

March 11, 2016
8:45 pm
mw
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Few days ago, I still not yet receive the T5 slip, I wonder the slip get loss on mail delivery, then I try to call them, the Hubert staff is very helpful, I suggest would they send the T5 slip to my email on their file, she said Ok, and I got my T5 by email just a few minutes.
She even mentioned the T5 by the email is encrypted with the password.

March 12, 2016
7:00 am
SavingIsGood
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AltaRed said
You really don't need the T5 slip at all if the T5 amount is shown on MyAccount. Just use what MyAccount shows either directly or use auto-fill into your favourite tax software. I have the opposite situation. When I did auto-fill from CRA, it didn't yet have 2 T5's that I already had in my hand.

I will do another auto-fill about the end of March, and then whatever doesn't download from there, I will enter manually, e.g. T3's for ETF/REITs.

This is really good tip. I have to explore it (auto-fill). As you mentioned, it is available in 'your favorite tax soft'. Let see if TurboTax have it...

But this confirms only one thing: Canadian government is not here to help their citizens; they are self serving pricks fighting for benefits, privileges, basically freeloaders.
WHY do I have to get (free, paid, steal) tax software when THEY should provide up-to-date and FREE package.

March 12, 2016
8:28 am
frizun
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I got my T5 from Hubert in the mail a couple of weeks ago.

March 12, 2016
10:21 am
mw
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Just there are list of softwares list from cra-arc.gc.
Click on DESKTOP Products, or ONLINE Products: there are full list of softwares, as mentioned, there are some completely free of charge , and with "AUTO-fill Services".

March 12, 2016
10:21 am
mw
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March 12, 2016
11:56 am
Winnie
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And the best online free software from that list - SimpleTax.
http://www.cra-arc.gc.ca/esrvc.....x-eng.html
Really, SimpleTax is simple the best in my opinion.
I also tried H&R Block Online Tax Software and AdvTax, but SimpleTax is much better and easier to use.

March 12, 2016
4:22 pm
xxxx
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Simpletax is great - used it last year.
Used it today with autofill - worked very smoothly but there were some T-5s missing in the autofill so I entered these manually.
I was so satisfied with Simpletax I sent a small contribution last year and will do the same this year.

March 12, 2016
4:57 pm
kanaka
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Brian said

Simpletax is great - used it last year.
Used it today with autofill - worked very smoothly but there were some T-5s missing in the autofill so I entered these manually.
I was so satisfied with Simpletax I sent a small contribution last year and will do the same this year.

Brian, did you use on a PC or on a Mac?

March 12, 2016
5:15 pm
xxxx
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PC
Windows
Laptop

March 12, 2016
8:38 pm
AltaRed
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kanaka said

Ah.....you are way ahead of me. You can auto fill using your software and my account? Can you give a brief how it works?

Folks have already commented on it. But you have to have an active MyAccount with CRA because your tax software, when you proceed down the path of autofill (as an option, not mandatory), goes to the CRA computers and you have to enter your MyAccount user name and password to gain access to the T slips that CRA already has on file for you. Once on the CRA site, you can uncheck/check the boxes for anything you want to download to autofill your return.

The primary benefit of 'autofill' is to avoid making data entry errors, i.e. not matching what CRA has on file. You still have to check downloaded information for accuracy and one deficiency I found was that CRA computers assume the T slip is always in CAD. When it is not, e.g. a tax slip issued in USD, you have to apply the Forex rate in order to get the data in CAD.

There are a few other quirks as well, in things such as T4A income. The T4A on the CRA site does not identify what kind of annuity income it is, so you must fill in the blank, e.g. registered pension plan vs unregistered pension plan, etc.

March 12, 2016
11:52 pm
Loonie
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We used SimpleTax too last year to assist elderly relatives (even older than us!) with their returns, and found it good.
For once, Brian and I can agree!sf-smile

March 14, 2016
5:04 pm
SavingIsGood
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It looks like SimpleTax is on-line only?
If that is the case, no thanks even if it is free...

March 14, 2016
9:57 pm
Loonie
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It's online, but you can print out what you are submitting.

March 15, 2016
6:34 am
xxxx
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SavingIsGood said
It looks like SimpleTax is on-line only?
If that is the case, no thanks even if it is free...

Presume it is the security aspect which is your concern - the software is not CD based. Nothing to do with being able to print out - is that what your concern is SavingisGood? Not CD based software?

March 15, 2016
3:48 pm
SavingIsGood
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My concern is providing personal data to some system somewhere in the cloud.
I prefer software on my computer. And did not install anything from CD/DVD for a quite looooong time.
Call me paranoid, but I do not keep any personal or any other data for that matter 'somewhere on a cloud'. You want to see my holiday pictures/movies? Drop by for a pleasant evening with great food...

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