When reviewing, let us know where to go in the profile to check if the questions were answered correctly
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I have always used Intuit's tax products to fill my tax return. This year it would not import last year's information so I was like a first time user again. Many other places in the step-by-step process could have been auto filled with logical information but I had to type in so much obvious information. At the end review the suggestions for saving were just as poorly thought out, such as applying for deductions for seniors, I'm pretty sure I already typed in my birth date.
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I like to do my taxes, this is very easy to use and convinent.
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Been using TurboTax Standard for years now, and always process information as a joint spousal return. Just a couple of issues I encountered with the 2018 version. 1st, a new page popped up this year about halfway into the process, asking for info on dividends and interest. It was long after I'd already inputted the data from my t-slips, but I thought it was just a recap so filled it in. Quickly saw though that it was duplicating the t-slips data and inflating our incomes accordingly. So not sure what the point of this new page is. 2nd, towards the end we're asked to check if we want to go paperless with CRA. It's either click yes or no, with no option that says "I'm already paperless".
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I have used turbo tax for years and have always been able to follow along and complete my families returns. The tips and warnings assist in looking for errors and omissions in the return.
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Info and worksheet should be easier to use for people receiving United Nations pension funds from outside CANADA (USA). I receive a pension fund in USD with exemption for taxes due to a treaty between Canada and the UN pension fund. It was really hard to fill the forms.
I believe a new specific sheet should be added for easing calculation of taxes for foreign pension funds
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Very easy to use with very good directions with additional help if needed basically stress free tax filing.
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Why continually present the RRSP optimizer to seniors not permitted to invest in RRSPs??? You know the age of the person filing the return after page 1.
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The TurboTax is an excellent guide to filing income tax returns. The only suggestion I would make is that when you use direct deposit for refund (no change from previous year) remind people where the deposit will be made and approximately how many days before it will show up in your account.
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The TurboTax helps file Taxes in my own time and if you purchase their REVIEW and AUDIT DEFENCE, you are more sure that you have filled your return correctly.
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I've been using TurboTax for years, and this is the first time I have been frustrated by issues.
Cells which according to the CRA website I was supposed to enter values into were calculated - and getting to the form TurboTax wanted me to fill in required double clicking on a different cell (in my case 2 down)… clearly intuitive.
The software still doesn't properly scale on 4K monitors, it's better than it was 3 years ago, but still some items (button bar) don't scale.
It would be nice to see some actual interface dev work in next year's version - but my guess is they only care about the cloud version.
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It works well and practically does everything for you. You get a continuous barrage of pop ups that can't be turned off. Filing with the CRA is still clunky. It shouldn't be difficult to simply file your return, it should be a matter of a click or two.
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This was a good experience since this was the first tax filing I've ever completed. The only negative point was the amount of times throughout the process we were asked to upgrade to next level of product - very annoying.
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Overall the program works very well, other than can't import previous years tax info, so extra typing and chance for errors.
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Your T1135 has limited use for taxpayers having multiple country codes . The form needs to be expandable to accommodate more than the 3 rows that you have. I needed 8 rows and was unable to use the Turbo Tx T1135. I reported this the previous year as well.
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Not pleased with this feature; whenever a return is re-opened, it asks whether you want to "auto-fill". This should only occur the first time a return is opened!!
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When putting in number of months on disability, kept getting message that it wasn't there, wouldn't let me netfile even although it was printed on the copy. Had to print and mail the return
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T5008 window would not accept book values. Had to edit them in the review process to add that (important) info
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Excellent for simple returns but still needs more simplification for capital gains and tax on split income.
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Love the product and have used it since its inception. Got me this year with it failing to update. So I attempted to forgo it and was unable download from CRA [no window, no icon, etc.] After wasting much of my time and reading many helps, I relented to the manual update. I love the product because it is fast and easy, BUT not today!
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The Climate Action definition of urban areas is confusing. The RRSP/Home Owners section is not easy to follow and leaves you feeling that it is incomplete
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Trying to get out of the program puts me in a loop. Maybe I can get out of it after this submission but it seems I can not choose to not review turbotax. If this is the case please do not give me the option. Other than that, I find turbotax easy to use and will keep purchasing it.
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I really like using Turbo Tax, the cost is reasonable and I can maneuver through the program with ease. If I could change one thing, when completing couple returns, I would rather enter information slips by person, rather than by form. I'd like to enter all one person's information then the next rather than going back and forth.
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Using this software to get through returns is easy, but at the end, left going in circles trying to exit and start a new return
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Turbo Tax is very good but has 1 frustrating flaw. It is easy to split income on T5s and should have a similar feature for splitting capital gains and losses. Helping more on the T1135 would be great
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I cannot believe I did all this manually with a pen, paper and headache.
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If I answer 'no' to a question, then it shouldn't keep asking me in the end to review. ie. did you dispose of property.
Also, it said that I could not claim my son as a dependant as he was 18 at the end of 2018. Well he did not turn 18 until end of November. YES YOU CAN CLAIM, as the rules in the Income Tax guide says, "if at any time in the year' the child was under 18 years of age. I had to call Revenue Canada, as I wanted this clarified.
The tax program needs to have more detailed information - I will definitely make sure I have the tax guide when I do taxes next year.
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Straight forward when you have typical employment and investment income and no special circumstances. The zoom function this year seems not to detect the appropriate zoom and some forms appear to run off the screen; using the View/Zoom function seems a clunky way to do it.
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After years of using accountants, we decided to use intuit turboimpot to learn a bit more how this tax stuff works and it was quite easy in a step by step info filling software, took me about 3-4hrs(had to find some docs) to do for a 3 person family. It also can connect to the federal and provincial sites to download and double check our info. it also uploads at the end, no paperwork to print and send! :)
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Importing informations from CRA is very easy and eliminates errors.
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