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ProFile Basic
ProFile Premier
 
 
 

Premier T3 & T3/TP-646 is everything you need to prepare trust income tax returns



Premier Trusts

T3 $499.99

T3/TP-646 $699.99


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ProFile Premier
 


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ProFile Premier T3 & T3/TP-646 is designed for tax filers preparing advanced trust returns. It includes all the features of Basic T3 plus some impressive advantages.
  • Internet filing & Magnetic Media of T3 & NR4 slips and summaries
  • Expanded set of forms & worksheets – such as Pension & Mutual Trust returns
  • Link all your client source documents for fast, easy access with our newest ProFile enhancement, HyperDocs
  • Process multiple returns at the same time with batch processing, including carry forward and printing
  • 8 licenses – plus, you can add additional licenses (fees apply) 
  • Free PRIORITY technical support1
Personal | Corporate | Trusts | Forms Expert

Premier has all the features of Basic, plus:

Increase efficiencies with unlimited electronic filing of slips

With Premier’s electronic batch filing – filing slips takes a matter of seconds. 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 the time and cost associated with printing, preparing and mailing.



Do more with Premier’s expanded set of forms & worksheets

ProFile Premier T3 & T3/TP-646 includes an expanded list of forms. Handle virtually any tax scenario in Canada involving trusts. Get automatic access to all the forms in ProFile Basic, plus:

  • All supporting schedules such as T2209, T1079 and T1055
  • Pension and mutual trust returns
  • Internet filing & Magnetic Media of T3 & NR4 slips and summaries
  • Reporting deemed realizations
  • Mutual Fund Trust Capital Gains Refund (T184) 
  • Designation of Principal Residence

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. Wouldn’t you like to view your client’s slips and receipts on-screen while preparing a tax return? With HyperDocs, you can.

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 copies to your clients.

Streamline the process of sending tax returns to your clients. In the time it takes to hit the ‘print’ button, you can convert your returns 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.

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. 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.

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