| HOW TO USE MBOTAX TO FILE TAX RETURN?
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| 1. REGISTER |
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We use E-mail address as your User ID. If you forget your password, you can
also retrieve your password through this E-mail address. Want to register now?
Go to our Register Page
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| 2. ADD RETURNS |
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After registration, you can use your E-mail address and password to login. If
it is the first time you login, then you can start by adding a new return. You
can add other returns at any time later. Notice if you have a spouse or
common-law partner, he or she should use a separate return. The following items
are required when adding a return:
5First name and Initial
5Last name
5SIN
5Date of birth
5Province of residence on December 31, 2007
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| 3. ADD
FORMS |
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Click "Add Forms" button on the head menu bar to enter add forms screen. By
tickling the check box to add forms that apply to you. You can also remove
forms that don't apply at any time.
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| 4. DATA
ENTRY |
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After you add forms, all the forms you have selected will be listed on the left
side of the screen. Click the items on the left side to begin to enter data.
For example, if you were employed in 2007, you should choose T4 when you add
forms. Then you click T4 on the left side to enter your income, CPP,EI, and
income tax deducted on the T4 screen.
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| 5. WORK
WITH TAX FORMS, WORKSHEETS AND SCHEDULES |
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Sometimes after you enter data on slips and receipts, you should go to the
related worksheets and schedules to complete these worksheets and schedules.
For example, when you enter a donation receipt, you should fill schedule 9.
Also, when you enter a child care expense receipt, you should fill T778.
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| 6. WORK
WITH PROVINCIAL OR TERRITORIAL WORKSHEET
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After you have generated or updated schedule 1, you can go
to Provincial or Territorial worksheet to calculate deductions and
credits needed for preparing your Provincial or Territorial Form 428 and
Form 479. Notice that this step is not required. Every time you go to Form 428
system will update Provincial or Territorial worksheet first.
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7. CALCULATE
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When you have done all of the above then you can conduct return
calculation by clicking "Calculate" button on the head menu
bar. If there are errors in your return system will give a warning error list,
fatal error list and tax save suggestions list. System will also
give related links to lead you to these errors
page.
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8. VIEW, DOWNLOAD AND FILE
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After you fix all the fatal errors the system will generate a .tax
file and a .pdf file for your return. You can view and download them.
After you download .tax file to your local computer you can start to file your
return online. There is a link to CRA's NETFILE site.
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Online
Filing Tax Returns
2007
