Double Tax - ouch.
Mar 25th 2010 | 7:48 am
#16
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Joined: Sep 2003
Posts: 30,771
From: Upstate South Carolina
Mar 25th 2010 | 7:49 am
#17
Thread Starter
Just Joined
Joined: Mar 2010
Posts: 8
Re: Double Tax - ouch.
Maybe I should call Revenue Canada and ask them for advice, then go back to H+R Block and demand they earn their money by doing the job properly. I'll definitely take care of things myself next year. This has been quite a learning experience.
Mar 25th 2010 | 8:11 am
#18
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Posts: 8
Re: Double Tax - ouch.
Bingo! I've found a document on the Canada Revenue Agency website called "IT221R3-CONSOLID Determination of an Individual's Residence Status", this confirms what you've all been saying, that we weren't officially resident until June 2009. I'll return to H+R Block armed with this and get them to re-do the tax returns.
Thanks so much to all of you, I'm feeling much better about things now (we'll put the $360 down to a useful learning experience).
Thanks so much to all of you, I'm feeling much better about things now (we'll put the $360 down to a useful learning experience).
Mar 25th 2010 | 8:16 am
#19
Forum Regular
Joined: Sep 2006
Posts: 141
Re: Double Tax - ouch.
Bingo! I've found a document on the Canada Revenue Agency website called "IT221R3-CONSOLID Determination of an Individual's Residence Status", this confirms what you've all been saying, that we weren't officially resident until June 2009. I'll return to H+R Block armed with this and get them to re-do the tax returns.
Thanks so much to all of you, I'm feeling much better about things now (we'll put the $360 down to a useful learning experience).
Thanks so much to all of you, I'm feeling much better about things now (we'll put the $360 down to a useful learning experience).
good luck, you may just find they owe you instead of the other way round 
Mar 25th 2010 | 8:39 am
#20
Account Closed
Joined: Aug 2008
Posts: 7,284
Re: Double Tax - ouch.
In our first year we had a tax rebate from British taxman, and then another from the Canadian one. We moved in August so maybe that's a good time of year for rebates. Just 4 months earnings to be taxed in the UK, and 4 months here BTW a job was found. So hardly any wages to be taxed.
Mar 25th 2010 | 9:07 am
#21
Bring on the snow!
Joined: Jan 2006
Posts: 1,420
From: Chicago, IL
Re: Double Tax - ouch.
Newcomers guide to Canada tax http://www.cra-arc.gc.ca/E/pub/tg/t4055/t4055-e.html
What date is your 2009 tax return due?
Generally, your 2009 tax return has to be filed on or before April 30, 2010.
Self-employed persons - If you or your spouse or common-law partner carried on a business in 2009 (other than a business whose expenditures are primarily in connection with a tax shelter), your return for 2009 has to be filed on or before June 15, 2010. However, if you have a balance owing for 2009, you still have to pay it on or before April 30, 2010.
Deceased persons - If you are the legal representative (executor, administrator, or liquidator) of the estate of an individual who died in 2009, you may have to file a return for 2009 for that individual. See Guide T4011, Preparing Returns for Deceased Persons, for information about your filing requirements and options.
If you owe tax and do not file your tax return by the due date, we will charge you a late-filing penalty and interest on any unpaid amounts. For more information, see the section called “What penalties and interest do we charge?†in the General Income Tax and Benefit Guide.
Note
When a due date falls on a Saturday, Sunday, or a holiday recognized by the CRA, we consider your return to be filed on time or your payment to be paid on time if we receive it or it is postmarked on the next business day. For more information go to the Important dates page.
Mail your 2009 return to the International Tax Services Office. Use the envelope included with this pamphlet.
Generally, your 2009 tax return has to be filed on or before April 30, 2010.
Self-employed persons - If you or your spouse or common-law partner carried on a business in 2009 (other than a business whose expenditures are primarily in connection with a tax shelter), your return for 2009 has to be filed on or before June 15, 2010. However, if you have a balance owing for 2009, you still have to pay it on or before April 30, 2010.
Deceased persons - If you are the legal representative (executor, administrator, or liquidator) of the estate of an individual who died in 2009, you may have to file a return for 2009 for that individual. See Guide T4011, Preparing Returns for Deceased Persons, for information about your filing requirements and options.
If you owe tax and do not file your tax return by the due date, we will charge you a late-filing penalty and interest on any unpaid amounts. For more information, see the section called “What penalties and interest do we charge?†in the General Income Tax and Benefit Guide.
Note
When a due date falls on a Saturday, Sunday, or a holiday recognized by the CRA, we consider your return to be filed on time or your payment to be paid on time if we receive it or it is postmarked on the next business day. For more information go to the Important dates page.
Mail your 2009 return to the International Tax Services Office. Use the envelope included with this pamphlet.
Mar 25th 2010 | 9:15 am
#22
Binned by Muderators
Joined: Jul 2007
Posts: 11,708
From: White Rock BC
Re: Double Tax - ouch.
If I go back to H+R and tell them to do it properly do you think they'll do it at no additional charge? Considering the fortune we forked out for their service I'd prefer not to have to resort to doing it myself. Also they submitted an eFile on the day which may complicate things.
By the way, thanks for your quick responses.
By the way, thanks for your quick responses.
I am guessing they store the return electronically to do a batch submission at a later date. No doubt some data clerk somewhere will be wondering what to do with it.
**** me! I'm putting my prices up next year.
Mar 25th 2010 | 9:20 am
#23
Binned by Muderators
Joined: Jul 2007
Posts: 11,708
From: White Rock BC
Re: Double Tax - ouch.
The CRA are inconsistent with their instructions of where to file your first return. Sometimes they say to your local office, and sometimes they say to the International Tax Services office.
E.g. http://www.cra-arc.gc.ca/cntct/t1ddr-eng.html
I have always sent them to the local tax services office.
E.g. http://www.cra-arc.gc.ca/cntct/t1ddr-eng.html
I have always sent them to the local tax services office.
Mar 25th 2010 | 9:23 am
#24
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Joined: Sep 2003
Posts: 30,771
From: Upstate South Carolina
Re: Double Tax - ouch.
This doesn't make sense. You can't E-file a first return. The CRA's computer will reject it.
I am guessing they store the return electronically to do a batch submission at a later date. No doubt some data clerk somewhere will be wondering what to do with it.
**** me! I'm putting my prices up next year.
I am guessing they store the return electronically to do a batch submission at a later date. No doubt some data clerk somewhere will be wondering what to do with it.
**** me! I'm putting my prices up next year.
http://www.netfile.gc.ca/rstrctns-eng.html
If this is your first year filing an income tax return with CRA, you may not use NETFILE. However, you can seek the services of an authorized EFILE service provider or you can mail a paper return. If you have no other restrictions, you will be able to use NETFILE next year.
Last edited by iaink; Mar 25th 2010 at 9:27 am.
Mar 25th 2010 | 9:26 am
#25
Thread Starter
Just Joined
Joined: Mar 2010
Posts: 8
Re: Double Tax - ouch.
This doesn't make sense. You can't E-file a first return. The CRA's computer will reject it.
I am guessing they store the return electronically to do a batch submission at a later date. No doubt some data clerk somewhere will be wondering what to do with it.
**** me! I'm putting my prices up next year.
I am guessing they store the return electronically to do a batch submission at a later date. No doubt some data clerk somewhere will be wondering what to do with it.
**** me! I'm putting my prices up next year.
The $360 was for me and my wife, $180 each (still flipping expensive though).
Mar 25th 2010 | 10:06 am
#26
Binned by Muderators
Joined: Jul 2007
Posts: 11,708
From: White Rock BC
Re: Double Tax - ouch.
Efile, the business related electronic submission is OK, its the civie equivalent, Netfile, that you cant do as a first timer
http://www.netfile.gc.ca/rstrctns-eng.html
http://www.netfile.gc.ca/rstrctns-eng.html
You cannot use EFILE Online or EFILE Online Plus to file an amended return or a return for any year except the 2009 tax year. In addition, you cannot file a return electronically in any of the following situations:
1. The taxpayer is a deemed resident (not subject to provincial or territorial tax).
2. The taxpayer died prior to the current tax year. Early filed and Elective deceased returns also remain as exclusions.
3. The taxpayer's social insurance number begins with "0."
4. The taxpayer is coded bankrupt according to Canada Revenue Agency's records and is filing an in-bankruptcy or post-bankruptcy return. Only pre-bankruptcy returns are accepted through EFILE.
5. The taxpayer is an immigrant, an emigrant, or a non-resident.
...
I can E-file the first return of of someone who exists within the CRA's computer. E.g. your children are in "the system" because you will have been claming them as dependents and probably claiming child tax benefit. So I won't have a problem E-filing their first return. New immigrants are not in the the CRA's system so it rejects the E-file submission.
...
http://www.efile.cra.gc.ca/l-xclsns-eng.html
Last edited by JonboyE; Mar 25th 2010 at 10:14 am.
Mar 25th 2010 | 10:22 am
#27
Oscar nominated
Joined: Jan 2008
Posts: 55,309
From: Moncton, NB, CANADA
Re: Double Tax - ouch.
There are some advantages in having modest means sometimes.
Mar 25th 2010 | 10:25 am
#28
Citizenship Nov 10 2016!!
Joined: Feb 2008
Posts: 6,661
From: Stewiacke Nova Scotia
Re: Double Tax - ouch.
I also used H and R block, $80 for each of us, not sure how they calculate their fee
The girl was originally trying to work out our income for the first part of 2009 that we were still in the UK, even though I told her we had completed forms to the UK for Tax and actually had a rebate back from them already for overpaid tax. Luckily a superviser overheard her and came in to say that she doesnt need to bother with anything before the date we actually landed for good in Canada ie June 2009.
They also initially thought they had to send to international office, but then realised that the local office will be fine, we have been here for 9 mths claiming child tax credit stuff etc which has been processed via the local tax office so this should be fine, hope so as I heard international office takes ages to process returns
We are due a rebate, fingers x wont be too long to here back from them
Next year I will be doing it myself!
The girl was originally trying to work out our income for the first part of 2009 that we were still in the UK, even though I told her we had completed forms to the UK for Tax and actually had a rebate back from them already for overpaid tax. Luckily a superviser overheard her and came in to say that she doesnt need to bother with anything before the date we actually landed for good in Canada ie June 2009.
They also initially thought they had to send to international office, but then realised that the local office will be fine, we have been here for 9 mths claiming child tax credit stuff etc which has been processed via the local tax office so this should be fine, hope so as I heard international office takes ages to process returns
We are due a rebate, fingers x wont be too long to here back from them
Next year I will be doing it myself!
Apr 1st 2010 | 4:51 pm
#29
Forum Regular
Joined: Dec 2008
Posts: 224
Re: Double Tax - ouch.
we had problems with H + R block the man haddent a clue what he was doing told us we couldnt claim for the kids because we were on a teperary work permit rang tax no thats wrong, rang H+R main office complaints got our money back and they did it all again for us
Apr 2nd 2010 | 5:31 am
#30
Forum Regular
Joined: Nov 2008
Posts: 40
Re: Double Tax - ouch.
You can file a first return under certain circumstances. You do not need to be in CRA's database. My now C/L spouse arrived in August 2007 as a visitor but did not earn any income or get a work permit until 2008. I efiled a first return for 2008 based on her being a factual resident throughout 2008 (as far as I understood based on her intention and ties this was factually true). Technically we may have been required to file with the ITO but who wants to wait for them to spend months processing a paper-filed return when the same result can be achieved in a couple of weeks. (Note, I used TaxPrep and ran various scenarios with factual resident, emigrating during the year etc. just to ensure that overall she was not getting more back than she was entitled to.)
I do not disagree with Jonboy when he is saying that you cannot efile a first return in the year of emigrating.
I do not disagree with Jonboy when he is saying that you cannot efile a first return in the year of emigrating.
