gulugulu45 发表于 2015-2-8 21:30:55

加拿大短登之后长登(跨年)能不能补充申请牛奶金和GST?

本帖最后由 gulugulu45 于 2015-2-8 22:10 编辑

阅读多个贴子得知应该能补上,但还是想发帖让大神再确认一下,拜托了。

我在研究报税的事情,因为我们2014年9月短登,刚好跨过报税季准备今年5月底长凳。不知能否实现在线(或邮寄)的首次报税?

回头陆续更新我们的牛奶金实际情况哈!

FCH 发表于 2015-2-9 08:45:47

邮寄报税没问题呀;如果要电子传送给税务局,需要CRA已经有你的信息才行,详细看下面的关于电子报税的各种限制条件。你的情况应该主要参看红体字:RestrictionsThere are certain types of tax returns that can’t be sent to the Canada Revenue Agency (CRA) electronically:
[*]an amended tax return;
[*]a tax return for any year prior to the 2013 or 2014 tax years; or
[*]a tax return for another person (for example, if a taxpayer prepared a spousal/family return, each taxpayer must send his or her return separately).
You can’t use NETFILE to file your tax return if:
[*]you are filing an income tax and benefit return for the first time with the CRA and the CRA does not have your complete date of birth on record;
[*]you went bankrupt in 2014 or 2015 (does not include a proposal for bankruptcy);
[*]you are a non-resident of Canada; or
[*]you have income from a business with a permanent establishment outside your province or territory of residence (you have to fill out Form T2203, Provincial and Territorial Taxes for 2014– Multiple Jurisdictions). See our list of other restrictions below.
You can’t use NETFILE to change personal information such as your:
[*]name
[*]address
[*]direct deposit information (nor can you request direct deposit)
To learn more about updating personal information, go to:
[*]How to tell the CRA about your change of name
[*]How to change your address
Other restrictionsThe following is a list of specific situations that prevent you from filing a tax return through the NETFILE service:
[*]Your tax return was discounted by a third party.
[*]You are considered a deemed resident (that is, you don’t have to pay provincial or territorial tax).
[*]You are filing a tax return for an individual who died in 2014 or 2015.
[*]Your social insurance number or individual tax number begins with 09.
[*]You are an emigrant or non-resident of Canada. This excludes the following income and tax forms: Schedule A, Schedule B, Schedule C, income from NR4 slips, T4A-NR slips, NR-OAS slips, and NR-CPP/QPP slips, section 116 income, section 216 income, section 217 income, taxable capital gains from disposing of Canadian property if received as a non-resident, and Old Age Security Return of Income.
[*]Your address is outside Canada.
[*]You are electing to defer tax on a distribution of spin-off shares by foreign corporations.
[*]You are claiming less than the maximum federal foreign tax credit.

You are reporting any of the following:
[*]Canadian-source income from Lloyds of London;
[*]registered disability savings plan income in field 125 and you are not eligible for the disability amount for self for the current tax year and for the first and second immediately preceding tax years (that is, there is no valid Form T2201, Disability Tax Credit Certificate, on record for at least one of these three years).
Note: This exclusion is only meant to prevent an amount from being reported incorrectly in field 125 when it should have been reported in another income field on the return;
[*]employment income earned from an international organization;
[*]lump-sum pension income accrued to December 31, 1971;
[*]more than six sets of financial statements;
[*]an Ontario, Saskatchewan, British Columbia, or Yukon qualifying environmental trust tax credit (may also be referred to as a mining reclamation trust tax credit); or
[*]a statement of qualifying retroactive lump-sum payments (Form T1198).

You are claiming any one of the following:
[*]a federal non-business foreign tax credit for more than three countries;
[*]a federal business foreign tax credit for more than three countries;
[*]a deduction for scientific research and experimental development expenses;
[*]an Alberta stock savings plan tax credit (Form T89);
[*]a Saskatchewan royalty tax rebate (Form T82);
[*]a disability amount for self, for a dependant other than your spouse or common-law partner, or from a transfer from your spouse or common-law partner and there is no Form T2201, Disability Tax Credit Certificate, on record for the person with the disability and the individual claiming the transfer or a new Form T2201 is required;
[*]a claim on line 318 involving more than 10 dependants;
[*]a Nova Scotia research and development tax credit recapture;
[*]a claim that involves more than 22 children;
[*]a Newfoundland and Labrador research and development tax credit (Form T1129); or
[*]a deduction in field 207 that includes amounts calculated from a combination of at least two of the following forms:

Form RC269, Employee Contributions to a Foreign Pension Plan or Social Security Arrangement for 2013 – Non-United States Plans or Arrangements;

Form RC267, Employee Contributions to a United States Retirement Plan for 2013 – Temporary Assignments;

Form RC268, Employee Contributions to a United States Retirement Plan for 2013 – Cross-Border Commuters.

You are reporting farming income with an AgriStability and/or AgriInvest Program application which involves:
[*]farming income from a partnership reported on a T5013 slip or a partnership that includes a corporate partner;
[*]a Canadian Indian reporting self-employed income which is “tax-exempt income”;
[*]Selected financial data type 9 with more than 10 occurrences in section 7 and/or 8 from page 7 of Form T1273; or
[*]Selected financial data type 9 with more than 8 occurrences in section 10, 11, and/or 12 from page 7 of Form T1273.

If you have to file an amended or previous-year tax return, or any other tax return that doesn’t qualify for NETFILE, go to Where to mail your paper T1 return.

FCH 发表于 2015-2-9 08:57:05

如果你有工卡,税局就算有你的资料记录,按下面的说法,你就可以在网上报税了。我记得论坛的Terry去年详细问过这个问题,并直接向加拿大税务局求证了一些信息。等会找给你参考:


The CRA has made filing online even easier. You no longer need a web access code to file your return. Instead, all you need is your social insurance number and date of birth.

Tax returns filed online must first be prepared using CRA-certified tax preparation software or Web application. For a list of those available, including free options, go to www.netfile.gc.ca/software.


Before filing online, your information, including your address, must be up to date. You can change your information online prior to filing your return by using My Account .

FCH 发表于 2015-2-9 08:59:56

http://www-7j2e.ourdream.ca/forums/thread-118869-1-1.html

将来你如果用软件报税加传递,上面这个帖子或许会有用。

lamjin 发表于 2015-2-9 11:39:44

5月底长登后报税2014 的税即可。

gulugulu45 发表于 2015-2-9 18:48:48

感谢老大的详解,这下心中疑问就踏实了。

gulugulu45 发表于 2015-2-9 18:52:43

老金也给了定心丸,我会对报税系统研究一下的,毕竟以后也一直要报(小事儿尽量不求人),而且不太复杂。

Ruibin 发表于 2015-2-10 16:44:33

2014年度的入息税现在都可以报了,用软件算出来,生成 .txt 文件,网上上传到www.cra.gc.ca 搞定!
另外补报2013年度的牛奶金(覆盖你2014年9月到2015年6月),这个可以长登时再补申请,2015年8月之前补好就行。

lamjin 发表于 2015-2-10 19:46:19

没有2013年度的牛奶金。

candyQ 发表于 2015-2-24 10:18:10

我是来学习的

gulugulu45 发表于 2015-3-1 12:14:02

Ruibin 发表于 2015-2-10 16:44
2014年度的入息税现在都可以报了,用软件算出来,生成 .txt 文件,网上上传到www.cra.gc.ca 搞定!
另外补 ...

多谢瑞版!送花花。

gulugulu45 发表于 2015-3-1 12:18:02

lamjin 发表于 2015-2-10 19:46
没有2013年度的牛奶金。

嗯,瑞版的意思已收悉,就是说从短登那天开始作为税务居民领了。

chouwa 发表于 2015-3-2 10:53:54

学习

kdgong 发表于 2015-3-2 23:17:17

人不在加拿大是没有牛奶金可以领的啊

chuchu_9 发表于 2015-3-3 01:14:58

小孩没实际在加拿大就申请领那段时间的牛奶金,以后被查出来罚死你。就算大人那段时间是在加拿大工作的都不行。

gulugulu45 发表于 2015-3-3 21:41:22

通过论坛和CRA官网的相关学习,这次报税准备应用simpletax自助报税,其实也是因为下载其他报税软件遇到困难,觉得这个在线系统简洁明了,新移民(和今后的简单财务结构的家庭)应该再适合不过了。

回头也在这里分享一下。

zison 发表于 2015-3-3 22:13:16

gulugulu45 发表于 2015-3-3 21:41
通过论坛和CRA官网的相关学习,这次报税准备应用simpletax自助报税,其实也是因为下载其他报税软件遇到困难 ...

期待你分享,我也要初次报税了!
我去年唯一在加的收是银行户口的利息,还弄不清怎报

gulugulu45 发表于 2015-3-6 09:23:43

这两天在试着用SimpleTax在线报税,有几个问题出来了:

1. Did you reside within Nisga'a Lands on December 31, 2014? 这个是‘保护区’的意思么?之前只知道‘Indian Reservation'。填了’No'

2. 报税关于海外收入要求附一个‘注释’,没有还不行,海外收入没有工资条啥的,这个自己写行么?怎么写?CRA要求如下:If you are claiming full federal non-refundable tax credits, attach a note to your tax return stating your net world income (in Canadian dollars) for the part of the year that you were not a resident of Canada. Show separately the net income you received from sources inside and outside Canada for that part of the year. We cannot allow the full amount of these federal credits without this note.

3. 牛奶金和退税还没有申请,2014短登,这2014报税关于这两项是不填么?还是要选出来填‘0’?

gulugulu45 发表于 2015-3-6 10:26:47

关于simpletax自助报税,请参考:

图解报税软件simpletax自助报税(新加T3和T2209表)
http://www.ourdream.ca/forums/forum.php?mod=viewthread&tid=119017&fromuid=59501
(出处: 驿路枫情-加拿大移民论坛)
在海边,发表于 2014-2-27 11:34:44

gulugulu45 发表于 2015-3-13 06:40:07

gulugulu45 发表于 2015-3-6 09:23
这两天在试着用SimpleTax在线报税,有几个问题出来了:

1. Did you reside within Nisga'a Lands on Decem ...

自己回复一个:

1. No就ok了
2. 主要就是分开海外收入和加国收入就行了,需要补什么的话CRA也会通知不是
3. 这个就先不填
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