The program is easy to use and has a lot of good qualities, but unfortunately, it has a lot of shortcomings that the vendor refuses to address: 1. In the case of a couple's return, to eliminate confusion as to which return you are working on, the spouse's return should have a different background colour, which would make the whole process visually so much easier. 2. On the T slip section, you can designate the percentage applied to both spouses, but on the S3 schedule, you can not. You have to do all the calculations manually. 3. The same thing applies to the calculations for the $100K + foreign investment section, you are forced to use manual calculations in order to enter the data for a couple's return. Someone has totally missed the fact that we are using a computer to do our returns. 3. There is more but these are my top items which I think need to be addressed first.
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Keeps telling me I disposed of property when I didn't select Does not let select NO
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Printing pages after requesting they be closed. a huge waste of paper.
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When making changes to inputs, the effects on tax refund totals do not update immediately making it difficult to evaluate what variables have greatest impact.
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i wish you have a subject/topic search providing info
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Was fine except for the printing of the copy for my records. I could not get my own copy as everytime I tried printing it my spouses report printed. The one to send to the tax department was fine but not the copy for my records.
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Very confusing to print only forms with entries. Option was not there. Then found had to save as pdf, requesting only pages with entries, then print the pdf. Should be an option directly from print return. Also, medical optimizer doesn't work. Larger refund obtained by claiming on higher income because of high medical expenses too high to be of benefit on lower income. In addition, the payment options are confusing. You should have an option that simply says "pay after submission" so we can do through online banking. Listing only as online banking gives impression that we will be locked in the submission till we link to our online banking. Each year that you make what you say are improvements, they just make it more complicated for regular users.
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The find function is hidden in the easy step menus and is not obvious when trying to find a particular form or T slip The description on form for capital gains is not complete - it states that the entries do not have to be entered again BUT fails to mention that you have to select the type (capital gain or investment income) for this to actually happen
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It is easy to use, but when reviewing the return warning msgs appears and I'm not sure how to remove them, or where else to resolve. I filed my return still because the warning msgs did not apply to me. I've answered their questions honestly.
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The Standard version is getting leaner as each year passes. If you aren't familiar with tax prep you should get a more advanced version.
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HAD A VERY HARD TIME SENDING TO GET ACCEPTED BY EMAIL!!!
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Used auto download for the first time, which may be the issue. CRA provided only one of the T5008, entries and had started, I think in the entry for capital gains, not T5008's. We ended up with complete info in T5008's, assigned correctly to my spouse, and a mess of information, with the full value of the transactions, assigned to me as the capital gains. It was VERY difficult to find the erroneous inputs and rectify the problem. I could not find the Federal Worksheet used to generate the numbers, or even harder the supplement to that. Had I not recognized that there was an error, and spent several hours trying to find and fix the error, I would have paid about $700 in additional taxes. There should be a way of quickly seeing where a number on the return came from and how it was calculated. I will continue to use Turbo Tax but would not recommend it to anyone not tax and math savvy! And I will never again auto download from CRA.
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I dislike being asked to pay more for an advisor that wouldn't know anything about my business. Didn't have the agristability commodity codes in the help glossary. Long time customer. I've finally had my fill. Looking fo something cheaper and better now.
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I have used Turbo Tax for many years and find it has become more "cluttered" and difficult to work with, especially if help is needed.
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Had difficulties doing regular importing data so due to strike we used the Turbotax program and was wonderful and easy to use.
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Recommend only if no T5013s on your return. If T5013 support from CRA for Tax slips import is not available fine but otherwise support it. Need to support splitting joint slips between spouses like other T slips. Turbotax needs to do a much better job of organizating data entry screens, consistently supporting copy and paste and explain which boxes reported on T5013 do not need to be input and why, or just support those extra boxes and allow them to be sorted so you can fix the box numbers. 4 different forms for entry of one T slip with box numbers all over the place across the 4 forms is ridiculous
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It works good, but can be a little glitchy. Prints all pages even though you click not to print blank pages.
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Wasted a lot of time because when netfiling none of the codes worked so had to go back to eliminate them. These codes were not to supposed to change from year to year but the govt. did not recognize any of them. This is someones mess up.
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There seems to be quite a few "circle backs" that I didn't ask for, which means more frustrating clicking forward to get back to where I was. Business industry codes changed in 2022, no notice in your "new for 2022". So, I got a warning that my industry code was no longer available. Okay, then your link to get them was outdated as well. And no, we don't need the more expensive business format for a simple business. And the "add ons", why can't we have back the "no thanks, don't show me this again" option? I used to give this program 5 stars....
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The processing for medical deductions within a 12-month period other than from 1 Jan to 31 Dec. does not work correctly: medical expenses for 18 Dec. 2021 to 15 Dec. 2022 resulted in several hundred dollars higher taxes compared to when the same deductions are entered within the period of 01 Jan. to 31 Dec. 2022.
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easy to use but sometimes misses forms and deductions. Still need to know what I am doing. Should be able to download income tax without CRA signup.
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It seemed a little bit clunky compared to last years version. Too many upgrade requests becomes a bit annoying. Some parts were not self explantatory. Did not grab my RRSP information from the CRA site
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I have used TurboTax for years and found it straightforward. This year, because my spouse died in 2022 and therefore my marital status became widowed and his remained married, I could not work on our tax returns together, they weren't linked, they had to become separate returns. Of all years!! I had to continually save, close and then open the other return when inputting information so we could still use income-splitting, medical expenses, and charitable donations to our benefit. Time consuming and aggravating. Also, the responses for the following info does not allow more specific answers. Eg. life changes. How about widowed, that's a pretty significant life change!
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If there are any errors, you will not be allowed to Netfile. However, you can try to fix them. But if they are illogical, for example, the program assumes you have a business, when you don't because you maybe earning additional income, if bogs down and won't allow you to progress. This is very frustrating when you are close to the deadline, and help button does not help. There should be an override somewhere that can skip the errors and still allow you to Netfile, within reason. Or provide a number to contact to figure out what to do.
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I don't like doing surveys but I'm stuck in a loop that won't let me get to the filing step.
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Your program hasn't changed for 10+ years. Help is terrible - from the 90's. Entering Medical data, or other forms is painful, and should have import function. You've got me as I like the import from last year feature, and Netfile is finally stable
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On several occasions, I have encountered problems when TurboTax would not or could not process the information in T5 and T5008 forms that were downloaded from the CRA website. This problem has persisted over several years, and each time requires considerable effort to find and fix the problem. There are no warnings anywhere to advise users of this problem.
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Used both the traditional version and the online version this tax season ....perhaps it is just my lack of familiarity with the new on line version but the absence of a "Detailed Tax Summary" plus the inablility to check calculation of some items (eg. Federal Dividend Tax Credit) are, in my opinion, limitations in the online version .. you can only see the calculations in the PDF copy at the end of the process and by then you have already Net Filed with CRA ... unless of course I just don't understand how to access these data
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I was under the impression that with "Standard" the info would be transferred from one year to another. I could not see this option so next year I will purchase "Basic" if at all
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not for older citizens who didn't use a computer growing up..........
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