Things look a little different this year, don’t they?

If you used H&R Block’s tax software in 2015, you might be wondering where you’ll enter all your slips and forms in our 2016 product. Good news! We’ve streamlined the entire process for you this year, and organized things in a way that makes everything much easier for you to find. Here’s what you need to know about using our 2016 tax software:

Slips

You can find all of your slips in the new QUICK ENTRY section of our application. There are two ways to enter your slips:

If you’re a user of our PROTECTION or ASSISTANCE packages, you’ll have access to our Auto-fill my return (AFR) and Téléchargement des données fiscales (TDF) tools, which allows you to download many of your slips (like your T4, Relevé 1, etc.) directly from the Canada Revenue Agency (CRA) or Revenu Québec’s websites! Not only does this save you a ton of time, it also reduces the amount of manual data entry you’ll need to do. You’ll find this feature under the DOWNLOAD icon of the QUICK ENTRY.

If you don’t have access to the AFR or TDF features (which will be the case if you’re using our BASIC package) you’ll still be able to quickly enter all your slips using our intuitive search function. Just type the name of your slip or receipt (or related keywords) into the search field. Once the desired item is highlighted, you can either select it with your mouse or press Enter to continue. You’ll then be directed to the exact page you need to enter your information into your return. You’ll find this feature under the QUICK SLIP icon of the QUICK ENTRY page.

quick_slip_EN_1.png

 

What is a “slip”?

If you haven’t done your own tax return before, you might be a little unclear as to what a slip is and what else you can enter in the QUICK ENTRY section of our software. To help you understand a little better, we’ve put together a list of some of the most common slips that you’re likely to receive and which ones you can enter on the QUICK SLIP page:

Slip or document name Purpose
T4: Statement of remuneration paid (CRA)   

Reports the employment income you earned during the year and any deductions withheld by your employer(s)

T4A: Statement of pension, retirement, annuity, and other income (CRA) 

Reports the income you earned during the year from one of the following sources:

  • Pension, superannuation, or annuities
  • Lump-sum payments
  • Self-employed commissions
  • Patronage allocations
  • Registered education savings plans (RESPs)
  • Fees or other amounts or
  • Other income
 
T2202A: Tuition, education, and textbook amounts certificate (CRA) 

Issued by Canadian colleges, universities, or other educational institutions, this document certifies that you were enrolled in a program that qualifies for the federal tuition, education, and textbooks amount credit. 

 

T4E: Statement of employment insurance and other benefits (CRA)  Reports the employment insurance and other benefits you either received or repaid during the year as well as the income tax withheld from these amounts. 
T5: Statement of investment income (CRA) 

Reports the interest, dividends, and certain sources of foreign income that you received during the year.

 

 

Note: In addition to the slips listed above, you’ll also be able to enter the information from the following receipts on the QUICK SLIP page:

  • RRSP and PRPP contributions
  • Unused amounts shown on your latest notice of assessment (NOA)
  • Unused net capital losses

If you’re a resident of Québec, here’s a few examples of the most common relevé slips you’re likely to receive:

Slip or document name Purpose

Relevé 1: Employment and other income (Revenu Québec)

 

Reports the employment income you earned in Québec during the year and any deductions withheld by your employer(s).

Relevé 8: Amount for post-secondary studies (Revenu Québec)

If you were a full-time student in Québec, this slip reports the total amount paid for post-secondary studies or occupational training.

Relevé 24: Childcare expenses (Revenu Québec)

Reports the total amount you paid for childcare expenses during the year.

Relevé 3: Investment income (Revenu Québec)

Reports the interest, dividends, and certain sources of foreign income that you received during the year.

Relevé 2: Retirement and annuity income (Revenu Québec)

Reports the income you received during the year from one of the following sources:

  • Retirement income
  • Annuity income
  • Amounts paid to a surviving spouse
  • Amounts paid to someone after the death of an annuitant
  • Contributions or premiums that a retired employee paid to a private health services plan

 

Forms and schedules

While slips have found a new home in this year’s software, all the forms and schedules you’ll need can be found in the related sections of the software. These sections are available to you as you go through the interview process – same as last year. You’ll start by telling us about yourself and your tax situation on the LET’S TALK ABOUT 2016 page.

As you tell us things like you were employed, you worked for yourself, or that you had investments, more sections of the software will become available to you, each containing the forms or schedules you’ll need to complete your return.

 

What are “forms” and “schedules”?

If you aren’t exactly sure what a “form” or “schedule” is, or how they differ from the slips added in the QUICK ENTRY section of the software, check out the list below for some of the most common forms and schedules you’re likely to use:

Form or schedule name Purpose

Tips and other employment income (CRA)

 

Allows you to report the employment income that you received during the year that wasn’t reported on a slip including tips or income from temporary work.

Schedule 4: Statement of investment income (CRA)

Allows you to report your investment income and expenses that you received/paid during the year.

Other scholarships, grants, or bursaries (CRA)

Allows you to report the income you received from scholarships, grants, and bursaries that wasn’t reported on a slip.

T929: Disability supports deduction (CRA)

Allows you to claim expenses you paid in order to work, go to school, or do research as someone with a physical or mental impairment.

Schedule 9: Tax credits for donations and gifts (CRA)

Allows you to report the donation you made to a registered charity, government body, etc.

 

Note: Other credits and deductions, like your medical expenses and public transit amounts can be claimed in the OTHER section of the tax software.

If you’re a resident of Québec, here’s a few examples of the most common forms and schedules you’re likely to complete:

Form or schedule name Purpose

VD-358-V: Québec sales tax rebate for employees and partners (Revenu Québec)

 

Allows you to claim a QST rebate on certain expenses you paid during the year.

Schedule V: Tax credits for donations and gifts (Revenu Québec)

Allows you to report the donation you made to a registered charity, government body, etc.

Schedule N: Adjustment of investment expenses (Revenu Québec)

Allows you to report the expenses you paid in order to earn investment income.

Schedule H: Tax credit for caregivers (Revenu Québec)

Allows you to claim a tax credit for providing care to an eligible recipient.

 

If you still have questions or need help finding something, feel free to take advantage of our comprehensive Help Centre, accessible 24-7!