Premier FX & FX/Q is designed for tax prepares who need access to an expanded, interactive forms library and want the convenience and cost-savings of electronic slip filing. It includes all the features of Basic FX, plus some impressive advantages.
Internet and Magnetic Media filing of slips
An expanded set of forms & worksheets that includes virtually every form you're ever likely to need – such as Non Resident Forms and Resource Forms
Greater number of GST/HST/QST forms (55 forms)
8 licenses – plus, you can add additional licenses (fees apply)
Increase efficiencies with unlimited electronic filing of slips
With ProFile Premier’s electronic batch filing – filing slips takes a matter of seconds– no matter how many businesses you’re processing. Internet and Magnetic Media slip filing saves you time, money and increases efficiency.
Save time: Simply click to file electronically and get instant notification that your file was received.
Save money: Unlimited electronic filing is included in the price of your software.
Plus, save on the time and cost associated with printing, preparing and mailing.
Do more with Premier’s expanded set of forms & worksheets
ProFile FX & FX/Q includes virtually every form you're ever likely to need – even the rare ones. The forms are fully interactive, automatically performing all calculations, and most include related filing instructions. Get access to all the forms in ProFile Basic, plus:
Magnetic media & internet filing slips
Non-resident forms
RCA forms
Resource forms and slips
Renouncing Canadian exploration & development expenditure claim forms
T2057, T2058, T2059, TP529, TP614 rollover forms (FX/Q)
Scientific Research and Experimental Development transfer forms
Retirement Compensation Forms (RCA)
HyperDocs: Helping you go paperless, one file at a time.
Link your client source documents and working papers to their corresponding tax returns, and save yourself a lot of time and a few trees.
HyperDocs eliminates the need to file, store or search for paper documents. Simply drag-and-drop to add new documents of any type. You can scan documents or receive them via email in any digital file format (PDF, JPEG, etc.). Also, store your files anywhere you like (for example, a central server with backup). Make your office paperless & organized in no time. Watch demo (2:45mins).
Save time & paper: Email PDF forms to your clients.
Streamline the process of sending tax documents to your clients. In the time it takes to hit the ‘print’ button, you can convert forms to PDFs – then email them to your clients. Don’t forget to customize the email template for your specific needs. An added bonus: you’ll see a dramatic reduction in your shipping and handling costs.
Database file management: Search, export, mine & report on your clients’ returns.
Using this powerful database management system, ProFile Premier users can search, export and report on client data – regardless of year or type of return. Search by client or by situation. Create & save custom searches. Even manage common tasks for multiple clients in one click.
Database file mining lets you instantly mine thousands of client files in seconds. Even preview pertinent details without opening the return, like a client’s SIN, phone number, address or business/client reference number.
ProFile Premier gives many impressive tools for smarter client data management. Take on the common tasks for multiple clients simultaneously and save hours.
Options administration: Take your customized settings to another level.
ProFile Premier allows you to save customizable global settings in one file folder for easy back-up from a single location. That means that your unique options package is stored separately from the software. So, when you reinstall the program, backup your system or upgrade your computer, you can take those customized options with you.
Configure different ProFile options per computer or per user. And if you’re looking for global settings for a network, it’s all right there for you. Set global settings across a network that everyone can access through Profile.
