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Survey says 41 per cent of Canadians actually LIKE filing their tax return

MONTREAL, PQ – February 25, 2013

A national survey commissioned by Thomson Reuters, the makers of UFile ONLINE and UFile for Windows, has found that 41 per cent of Canadians actually enjoy filing their tax returns . The survey, which targeted Canadians 18 and older, also found that Canadians cited confusion, time restrictions, and too many receipts to keep track of as the top three reasons why they do not enjoy tax time.

"These survey results show an interesting mentality amongst Canadians regarding the overall sentiment around tax filing," said Malcolm Campbell, VP Professional & Consumer Software & Services, Canada Thomson Reuters. "Many Canadians understand and enjoy the process, but more than half do not. Completing your taxes should not be a challenge. With impending changes to the way taxes are to be filed, it will be important for Canadians to become educated in the use of quality tax software programs, like UFile.”

The survey revealed that 20 per cent of respondents plan to file their tax return via mail (i.e. through boxed/online software and by hand) rather than use NETFILE, while 56 per cent of respondents are not aware of the Canadian Revenue Agency's long-term goal of moving Canadians towards electronic filing.

Additional interesting findings include:

When asked “what is the oddest thing you have tried to claim on your tax return?” responses included:

  • An interest charge of 24 cents (from the Canadian Revenue Agency)
  • Dance shows
  • Female napkins
  • Guard dog
  • Rubber gloves
  • Multi-vitamins
  • Marriage licence
  • Tax software
  • Weekend of camping

In an effort to reduce waste, the Canadian Revenue Agency will no longer be sending Canadians paper tax filing packages. In 2014, paper packages will also be removed from Canadian post offices in hopes of moving Canadians toward electronic filing (NETFILE).

Were you aware of the CRA's new process?

  • 43 per cent of respondents are aware of the CRA's move to online tax return filing
  • This number is lowest in Ontario and the Prairies (41 per cent) and highest in Vancouver (48 per cent)

Question 1: Were you aware of the CRA's new process?

Answer

Total

Gender

Location

M F ATL QC ON Prairies BC Tor Mtl Van
Yes 43 43 44 46 45 41 41 46 44 47 48
No 56 56 55 56 54 58 56 53 56 53 49
Don't know/refused 1 1 1 - - 1 3 2 - - 3


How do you plan to file your taxes this year?

  • 49 per cent of respondents plan to use an accountant or professional service to file their tax return this year
    • This presents a four per cent decrease from 2012 results
  • 20 per cent of respondents plan to file their tax return via mail (through boxed/online software and by hand) rather than use NETFILE
    • This number is highest in the Atlantic provinces (30 per cent) and lowest in the Prairies (17 per cent)

Question 2: How do you plan to file your taxes this year?

Answer

Total

Gender

Location

M F ATL QC ON Prairies BC Tor Mtl Van
Accountant/professional services 49 45 52 43 45 49 51 56 47 48 52
By hand and via mail 14 14 14 20 19 12 11 10 10 17 13
Software installed on my computer and 13 16 10 12 13 15 11 11 19 13 10
Online software and NETFILE 12 12 12 11 10 11 14 16 12 10 16
Online software and via mail 4 4 4 3 6 5 4 - 7 6 -
Software installed on my computer and via mail 2 4 1 7 1 2 2 3 1 1 6
I do not plan to file a return this year - 1 0 - 1 0 - - - - -
Don't know / N/A 5 4 6 4 4 6 7 4 4 5 3


How to you plan to spend your tax refund this year?

  • 27 per cent of respondents plan to use their tax refund to pay down debt, just two per cent less than in 2012 (29 per cent)
    • This number is highest in the Atlantic provinces (35 per cent) and lowest in Toronto/Vancouver (21 per cent)
  • 15 per cent of respondents don't anticipate a refund this year, up three per cent from 2012 (12 per cent)

Question 3: How to you plan to spend your tax refund this year?

Answer

Total

Gender

Location

M F ATL QC ON Prairies BC Tor Mtl Van
Pay down debt 27 29 26 35 24 28 25 28 21 25 21
Invest in my retirement 11 11 11 9 11 10 13 11 14 13 12
Renovations/housework 9 10 7 8 15 6 5 9 3 11 11
Go on vacation 7 7 6 3 9 6 6 6 9 14 6
Begin an emergency fund 2 2 2 2 3 2 2 2 2 4 3
Other 24 21 27 25 23 24 26 22 24 19 28
I don't anticipate a refund this year 15 14 17 11 11 18 15 17 22 11 16
Don't know / N/A 6 6 5 6 4 5 8 5 5 2 3


Do you like filing your taxes?


  • 41 per cent of respondents like filing their taxes
    • This number is highest in Toronto (46 per cent) and lowest in the Atlantic and Prairie provinces (40 per cent)

Question 4: Do you like filing your taxes?

Answer

Total

Gender

Location

M F ATL QC ON Prairies BC Tor Mtl Van
Yes 41 41 42 40 42 42 40 43 46 42 44
No  54 56 53 54 55 54 53 54 50 56 55
Don't know/refused 5 3 6 6 3 5 7 3 4 1 1


If answered no, which response best describes your sentiment?


  • Of respondents who noted not liking filing their taxes, 32 per cent mention that it is “confusing” as the reason

    Additional reasons include:

    • Takes too much time: 25 per cent
    • Too many receipts to keep track of: 17 per cent
    • It's expensive: 16 per cent

    Question 5: If answered no, which response best describes your sentiment?

    Answer

    Total

    Gender

    Location

    M F ATL QC ON Prairies BC Tor Mtl Van
    It's confusing 32 27 37 41 33 31 34 25 27 33 29
    Takes too much time 25 31 20 24 26 27 20 27 28 27 24
    Too many receipts to keep track of 17 21 13 17 20 17 13 17 16 19 16
    It's expensive 16 13 18 11 14 16 18 19 22 12 17
    Don't know/refused 10 8 11 7 8 8 15 13 7 9 14

    About the Survey

    This report presents the findings of a Research House National telephone survey conducted among a national random sample of 1,009 adults comprising 506 males and 503 females 18 years of age and older, living in Canada. The margin of error for a sample of this size is +/- 3.10%, 19 times out of 20.

    Interviewing for this Research House National Telephone Omnibus Survey was completed during the period: February 7 – 11, 2013.

    For additional survey results please contact Kelly Olive at kellyo@maverickpr.com.

    About UFile tax Software

    UFile is the consumer tax program from Thomson Reuters DT Tax and Accounting Inc. and is located in Montreal, Quebec.  It is a leading provider of tax preparation products and has served the professional tax community with personal and corporate tax products for more than 20 years. UFile products include UFile ONLINE (online tax software), UFile for Windows and UFile PRO.  For more information, please visit www.ufile.ca.

    * Note to Editors:  The 2012 report referenced is from poll data collected by Research House on behalf of Dr Tax Software March 6 – 11, 2012.

    For more information, please contact:

    Kelly Olive                                                                                                          Joanne Birtch   
    MAVERICK PR                                                                                                   Thomson Reuters
    (416) 640-5525 ext. 230                                                                                  (905) 845-0908
    kellyo@maverickpr.com                                                                             jbirtch@drtax.ca

     

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