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Income Tax Software Discussion & Recommendations
April 27, 2022
10:47 am
Bill
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Thanks, MG!

April 28, 2022
9:45 am
COIN
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Anyone have any experience with Windows 11?

BTW: I contacted Studiotax and they still do not support Linux.

April 28, 2022
10:35 am
SaverJunior
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AltaRed said

It is called Netfile and there is plenty of software packages that reside directly on your own device allowing you to transmit your tax return data directly to CRA servers. There is no intermediary.

Yes, but......speaking of sensitive tax info (financial, identitiy) potentially falling into the wrong hand ....

While the installed tax software transmits your tax return data resided on your own PC directly to the CRA servers, it is capable to send copies by choice to anyone anywhere in the world simultaneously.

Paper returns are sent in to CRA via a bunch of Postmen. Electronic returns are sent in via tax software sitting on own device which is connected to the world. Which do I trust more not peeping? Postmen or tax software? Days are numbered.

April 28, 2022
12:05 pm
RetirEd
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Speaking of paper and mail... I'm still burned about why the CRA no longer provides work/keep copies of tax forms other than the principal one!

We have to scan, photograph or copy the details off of all the schedules ourselves. Or get an extra tax return, which we can no longer get at post offices etc. and have to call in for. Which I didn't do early enough this year, thanks to Oaken's late T5.
RetirEd

RetirEd

April 28, 2022
2:00 pm
Bill
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I'm not following, RetirEd - ? I did paper returns and I received by mail the T1 and all the schedules I needed, what specific tax forms could you not get?

And not sure what you mean by we have to scan, etc off the schedules ourselves - ? And why would Oaken's late T5 prohibit you from calling CRA earlier to get an extra tax return - ?

Here's the link for ordering whatever you need:
https://apps.cra-arc.gc.ca/ebci/cjcf/fpos-scfp/pub/rdr?request_locale=en_CA

April 28, 2022
2:36 pm
savemoresaveoften
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COIN said
Anyone have any experience with Windows 11?

BTW: I contacted Studiotax and they still do not support Linux.  

I use win11 on my desktop. What u need to know ?

I have installed and tried genutax, mytaxexpress, studio tax and turbo tax and all worked fine.

April 28, 2022
4:12 pm
COIN
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savemoresaveoften said

I use win11 on my desktop. What u need to know ?

I have installed and tried genutax, mytaxexpress, studio tax and turbo tax and all worked fine.  

Two questions.
1) How does Win 11 compare to Win 7 and 10?
2) Are you aware of any tax software that can run on Linux? Please mention just 3.

April 28, 2022
4:21 pm
Oscar
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COIN said

BTW: I contacted Studiotax and they still do not support Linux.  

MyTaxExpress is only one that I found has an AppImage program that runs on Linux.
They have 2 actually and only one will work for your version of Linux so if the first one doesn't work then the second should. That is what I did. That part isn't clear on their website. Bottom option on linked page...
https://www.mytaxexpress.com/download21-do.html

April 28, 2022
5:32 pm
savemoresaveoften
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COIN said

Two questions.
1) How does Win 11 compare to Win 7 and 10?
2) Are you aware of any tax software that can run on Linux? Please mention just 3.  

<br /

COIN said

Two questions.
1) How does Win 11 compare to Win 7 and 10?
2) Are you aware of any tax software that can run on Linux? Please mention just 3.  

There is zero learning curve from 10 to 11. 11 is cleaner if anything.

Have not used 7or 8 for years but if my memory serves me well, it’s clumsy, takes forever to boot up.

Win 10 or 11 takes maybe 10secs to boot up from a ssd. Even hdd boot up is a huge improvement over 7/8

April 28, 2022
7:45 pm
COIN
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One more question. Is it possible to upgrade from Win10 to Win11 for free?

April 29, 2022
4:15 am
savemoresaveoften
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COIN said
One more question. Is it possible to upgrade from Win10 to Win11 for free?  

If ur pc / laptop comes with win10, u r eligible to upgrade to win11 for free. That’s what I did when I bot my dell xps8940 last summer which came with win10.

If ur win10 is already a free upgrade from win8, I don’t think so, not totally sure tho.

April 29, 2022
6:00 am
Alexandre
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COIN said
One more question. Is it possible to upgrade from Win10 to Win11 for free?  

You can upgrade to Win11 from Win10, as long as you have legit Windows license from previous version of Windows. I have upgraded my desktop from Windows 7 to Win10, then to Win11.

Microsoft put serious restrictions on hardware compatibility for Windows 11, you may not be able to upgrade perfectly working Win10 computer to Win11 because of that.

Check under Windows Updates on your PC running Win10, you may see note there saying your computer is not compatible, or that it can be upgraded.
If you see nothing there in regard to Win11 compatibility, install Microsoft Windows PC Health Check app and it'll report you if your computer is Win11 compatible. Make sure you download this app from Microsoft Web site.

This is legit link: How to use the PC Health Check app.

Microsoft will support Win10 till October 2025, and then it will probably take another year or two before Microsoft services such as OneDrive will stop working on Win10 and new software won't run on it.

My recommendation: definitely check if your computer is Win11 compatible. If it does, don't rush upgrading it from Win10 to Win11 yet.

April 30, 2022
1:39 am
RetirEd
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Bill: paper-filers used to get a package with two copies of each of the forms. All the forms. Now only a few of them are duplicated, so it's not as easy to work on working copies until the return checks out, copy them and have full duplicates. Sure, we can hand-write all the details, but that's a pain and often not legible.
RetirEd

RetirEd

April 30, 2022
3:26 am
savemoresaveoften
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RetirEd said
Bill: paper-filers used to get a package with two copies of each of the forms. All the forms. Now only a few of them are duplicated, so it's not as easy to work on working copies until the return checks out, copy them and have full duplicates. Sure, we can hand-write all the details, but that's a pain and often not legible.
RetirEd  

You can get a tax software and still file paper copy by printing the tax return and not efile if security is a concern.
Really no reason to use the paper return.

April 30, 2022
5:55 am
Bill
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When they become available in mid-February or so I just order more packages at the CRA link I indicated so I've got lots of paper forms when I do my taxes, end up throwing out (recycling) stacks of guides, etc when I'm done for the year. Or sometimes I just do the schedule, etc in pencil and then black ink over it when it's finalized, scan then for my copy on usb. Or CRA has all the forms online, can do them and print them off, two copies if you like.

April 30, 2022
10:04 am
Dean
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.
Just a quick Heads-Up for the 'Procrastinators' . . .

    The Deadline (Monday, May 2nd) is Fast Approaching ❗

Govern Yourselves Accordingly.

    Dean sf-wink

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

May 2, 2022
1:22 pm
RetirEd
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BILL: Right - but I forgot to order an extra set this year, as I was waiting for Oaken's truant T5.

I don't have a color printer. But I guess I could take the time (and toner) to print a full set in black... and I'd always be able to tell the work copies from the finals...

savemoresaveoften: I'm a paper-filer because I don't want my info on the web. CRA has had repeated site breaches and shutdowns. I have always used paper and will continue to do so.

My gripe was that our packages used to contain duplicates of all the forms, but no longer do. I ordered two copies last year but forgot to this year. Even if I print out my own spreadsheet, it's not an exact copy of the form... and I want to have a complete form prepared before copying the corrected, messed-up, white-outed data to the final form.
RetirEd

Actually, I don't even mail my forms in. I hop on the motorcycle and ride over to the Vancouver CRA office, which has a drop box. 🙂

RetirEd

May 2, 2022
4:35 pm
COIN
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1) "ride over to the Vancouver CRA office, which has a drop box."
The Toronto CRA drop box has been covered by a black garbage bag for at least two years now.

2) Even if you file paper, I think the CRA converts the data to digital.

May 2, 2022
5:22 pm
Alexandre
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COIN said
Even if you file paper, I think the CRA converts the data to digital.  

Good point. It means, paper return could be less secure than electronically submitted: not only it'll end in CRA databases anyway, but it will be accessible by someone who has to scan/retype paper return to electronic form. Probably, an outsourced low paid job.

May 2, 2022
5:39 pm
Bill
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CRA unionized federal employees (i.e. well-compensated) do paper return data entry, not outsourced. E-filing exposes you twice (software provider & CRA) whereas paper returns just expose you to CRA breaches, though I suppose there could be exposure via Post Office too. In that regard I feel for-profit software company breach is far more likely to be widespread than Post Office exposure.

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