Q1. Can spreadsheet programs other than Excel run MyTAX?
Q2. Do I need a password to run MyTAX?
Q3. Why are many of the spreadsheet cells locked with
a password?
Q4. What if I need to enter data into a locked field,
such as Line 208?
Q5. How do I get to the additional Schedule spreadsheets
that are not visible in the row of tabs?
Q6. Can I still use MyTAX if the form I need is not
included in MyTAX?
Q7. Can I enter data in any order to MyTAX?
Q8. When I try to print a spreadsheet, I only get
a blank page. What is wrong?
Q9. Does MyTAX allow electronic filing over the
Internet?
Q1. Can spreadsheet programs other than Excel run MyTAX?
A1. Our Excel version of MyTAX can not be loaded successfully by Lotus 123 or Quattro Pro.
While in theory each spreadsheet program will run each others files, in
practice for complex spreadsheets/workbooks, this is not the case.
Based on the historical demand, we have focussed on providing the best Excel version we can.
Q2. Do I need a password to run MyTAX?
A2. No password is needed to run MyTAX. It's internal
contents are password protected. You are only allowed to enter data
in the white fields, ALL of which are not locked. As soon
as you have downloaded MyTAX and loaded it into Excel, it
is fully functional and you can start using it. If you try to enter
data into a locked cell, the spreadsheet program may pop up a warning box
saying that you need a password etc. However, in this case it just
means you can't enter data directly into that cell. See Q3 below
for more about this.
Q3. Why are many of the spreadsheet cells locked
with a password?
A3. Many cells in the spreadsheet contain a formula to
calculate a result using values entered elsewhere and using rules according
to Canada Customs & Revenue's instructions, such as "If negative, enter 0".
Many of the cells get their data from somewhere else in the workbook.
These types of cells are locked to prevent users from accidentally overwriting
the contents of these cells. and the integrity of the calculations/workbook
would be lost. Other cells contain the text that represents the form.
These are locked also, or the text of the form could be accidentally erased.
Also, the locked spreadsheet helps to protect our intellectual property.
Q4. What if I need to enter data into a locked field,
such as Line 208?
A4. The field at Line 208 is a common occurrence of this.
It is a yellow coloured field which means it is getting its data from somewhere
else. In this case, Line 208 gets its data from Schedule 7.
Schedule 7 is implemented as one spreadsheet in the workbook. So
you need to go to that spreadsheet. Q5 below describes how to do
that.
Q5. How do I get to the additional Schedule spreadsheets
that are not visible in the row of tabs?
A5. The easiest way is from the GOTO sheet. Click on the name of the spreadsheet
in the list in the GOTO sheet. Each spreadsheet name is hyperlinked to the spreadsheet. An alternate method is to scroll the row of spreadsheet tabs left or right to get to the one
you want in view. Lets say you want to go to Schedule 7. In Excel
the tabs for the other spreadsheets/schedules are along the bottom
of the screen . The tab bar scroll buttons are at the
bottom left of your screen. Once the tab for schedule 7 is scrolled into view,
then you can click it. Once there,
in schedule 7, you can enter in your RRSP data in the appropriate white/clear
cells. You can go back to the GOTO spreadsheet by clicking on the invisible bar to the right of each spreadsheet.
Q6. Can I still use MyTAX if the form I need is
not included in MyTAX?
A6. Yes you can! We have designed MyTAX to easily accommodate
this situation. MyTAX includes the electronic versions of the standard set of paper forms mailed
by Canada Customs and Revenue to taxpayers. Just as in the manual preparation
case where an additional form is needed, you need to get/make a copy of that
paper form and fill it out manually. Then you can enter the bottom line
data from that form into the appropriate line in MyTAX which will crunch
the arithmetic from there. Our home page has a link to Canada Customs and Revenue's
site where you can download the forms you are missing and print them out
on your local printer.
Q7. Can I enter data in any order to MyTAX?
A7. Yes you can! However, we recommend that you start at the
T4 data entry spreadsheet and enter the data from your T4 forms there.
From there we recommend
that you go back to the T1 General spreadsheet and enter data as you go
down the lines. Where needed you can jump to the appropriate schedule,
by clicking on its tab, and enter the data and then go back to the main
spreadsheet, by clicking its tab. If you need help on how to do that,
please see A5 above.
Q8. When I try to print a spreadsheet, I only get
a blank page. What is wrong?
A8. MyTAX comes with the print area defined for each spreadsheet.
However, it is possible that the user accidentally resets that to one cell.
When this happens, likely nothing will print because the print region has
been collapsed. To reset the print area, use your mouse to highlight
the complete spreadsheet and then print it. When you go back to print
it again, it will remember what area of the spreadsheet that you printed.
Q9. Does MyTAX allow electronic filing over the
Internet?
A9. Not at the present time. We realize that NETFILE is a desireable
feature for some users. For now, our users must file by mailing their completed paper forms to CCRA.
Thank you for visiting our questions and answers page. Feel free to email us at support@peeltech.ca