Step 1: Download certified software; we use Future Tax at www.futuretax.ca. One personal tax return license costs 7.99 plus tax.
Step 2: Select 'For Individuals.'
Step 3: Install the program.
Step 4: After installation is complete, go to desktop and open Future Tax Icon.
Step 5: Click on ‘Create a New Return.’
Step 6: Enter Your Basic Information (First Name, Last Name, SIN, Date of birth, marital status, province of residence and telephone), and then click on the 'Next' tab highlighted in yellow.
Step 7: Dependent(s) Information not included in this tutorial – click the Next tab highlighted in Yellow.
Step 8: Add Forms Box - We will add (check) off the T4 box. Click on Finish.
Step 9: Tax Return will be created, close the “Tip of the Day Box."
Step 10: Fill out the required information highlighted in yellow on “Identification” – Page 1
Step 11: 'Total Income'— Page 2 — Please enter Yes or No for highlighted box.
Step 12: Open T4 (Releve 1) from “Tax Slips & Receipts" from the forms list in the left column.
Step 13: Enter the yellow highlighted information from T4 slip in the corresponding boxes on the T4 (Releve 1) column 1.
Step 14: The T4 (Releve 1) form should look like the following with the yellow highlighted information. On the first line, you can add the company name (Notes line).
Step 15: Save the file.
Step 16: Verify the information is correct.
Step 17: Click on Next button to proceed through the verification.
Step 18: Click on Finish button of Verification box.
Step 19: Click on OK tab.
Step 20: Your tax return is now ready to e-file. Click on yellow highlighted button.
Step 21: Click on sign up for online mail today, choose yes or no tab.
Step 22: 22. Click on Yes or No and continue.
Step 23: Click on the Next button. Go through the same process as in Step 17.
Step 24: Answer Yes or No to Step 4 of 5 – CRA Netfile Information – you will not be able to e-file if you answer “Yes”.
Step 25: Enter No in order to proceed and Netfile.
Step 26: If you choose to enter Yes you will need to mail your tax return to the following Canada Revenue Agency.
SURREY TAX CENTRE
9755 KING GEORGE BOULEVARD
SURREY, BC V3T 5E1
Step 27: Confirm Information.
Step 28: If you are a first-time filer, you will need to mail your tax return. Click on Continue to proceed, if you are not a first-time filer.
Step 29: Click on ‘I agree – Proceed’ tab highlighted in yellow.
Step 30: Print Submission for your records and click on Finish.