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Using Better Tax
21 answers
- What if Auto-fill missed something?If you noticed something is missing before you file, add it manually and then keep going. If you've already filed, add it and then ReFILE your return.
- Can I do my corporate taxes using Better Tax?No. Better Tax helps you prepare your personal tax return, but it doesn't support corporate T2 returns.
- Why can't I file my tax return?Generally, you can follow the in-app instructions to proceed.
- I can't sign in to Better Tax. What should I do?Request a fresh email sign-in code and use the newest one. If you've set up a passkey, you can try that too.
- Can I file my own taxes?Yes, you can do it! Better Tax walks you through your return, and we're here to help if you get stuck.
- What should I do about NETFILE error N1?Check that your name, date of birth, and social insurance number match your SIN records exactly. Also check your answer to the first-time filer question. If those are correct, contact the CRA.
- How do I use a passkey with Better Tax?Open Settings > Passkeys and choose Add passkey. Next time, you can sign in with your device instead of waiting for an email code.
- Is Better Tax free?You can pay what you want—even $0.
- I'm a professional tax preparer. Can I use Better Tax?Better Tax isn't EFILE software for a tax preparation business. The CRA does allow people to help family and friends file through NETFILE, subject to its rules.
- I haven't filed in years. Can I include all my income on one return?No. File a separate return for each year you missed, starting with the oldest.
- How do I add something to my tax return?Use the search box in the left sidebar to find and add a slip, expense, or other item to your return.
- How do I change my RRSP deduction?Optimize your return first, then use the Override switch in the optimization section to set your RRSP deduction.
- How do I delete my entire Better Tax account?Open the account menu, choose Settings, and select “Delete everything”. Deleted data can't be recovered.
- How do I delete a tax return or profile?Open the return or profile, open the account menu in the top right, and find the delete option in the Danger zone.
- Does Auto-fill do everything?Auto-fill can import many slips and tax information directly from the CRA, but it doesn't have everything.
- How do I save or download my PDF?Open Documents in the Review section to save a PDF copy of your return.
- How do I do my tax return?Gather your slips and receipts, choose the right tax year, and work through your personal details, income, and expenses. Then review your return, file it, and check for your CRA confirmation code.
- What is a NETFILE access code?Your NETFILE access code is an optional eight-character code on your previous Notice of Assessment. First-time filers don't need one.
- Why can't I use my provincial sign in partner option for Auto-fill my return?For Auto-fill, use a CRA user ID or a bank sign-in partner. Provincial sign-in options aren't supported.
- How do I save my tax return?Your information saves automatically as you go, including when you sign out or close your browser.
- How do I switch to Better Tax from another software?Breaking up with your old tax software is easier than you think.