Check out our great line up of new ProFile features!
Complete T3 returns quickly and accurately with ProFile's powerful features.
ProFile T3 & T3/TP-646 includes unlimited slip filing with batch filing functionality at no extra cost. And with ProFile, you’ll be able to handle virtually any Canadian, trust-related scenario with our comprehensive list of forms. Plus, your federal and provincial needs are covered. T3 information is fully integrated with the TP-646 (Québec), so you don’t have to re-enter data.
Get automatic access to:
ProFile T3 has extensive allocation options, including automatic expense allocation to give the optimal tax scenario for all beneficiaries. Save time & optimize trust returns – don’t worry about running through various scenarios and tax calculations. Just select the various allocation methods. Choose from equal, percentage, fixed amount or ‘automatically allocate expenses’ to minimize tax for beneficiaries.
Unique to ProFile, the MAUITM (Multiple Application User Interface) feature gives you:
If you're currently using other software to prepare personal taxes, don't worry – you won't have to start from scratch. ProFile's Carry Forward feature converts from TurboTaxTM (T1 only), DT MaxTM (T1, T2), CantaxTM (T1, T2 & Forms Expert) and TaxprepTM (all modules), and ProFile automatically brings forward all the applicable fields and balances from last year to ensure your returns are accurate.
Our Tapes feature gives you the ability to include an 'adding-machine tape' to any input field, and allows you to create a list of amounts and have the final value automatically transferred to the field.
You can easily enter memos on a field-by-field basis. Plus, review both tapes and memos using the Auditor for a final check.
Use Review Marks to flag items in the return with a single click. It uses standard reviewing and editing marks such as Partner Sign-off, Preparer Sign-off, Correction Required and Question. And all marks are integrated within ProFile's Active Auditor, for complete integration within the return.
ProFile's built-in Active Auditor instantly flags errors, omissions, dates & notices – and gives detailed explanations of how to correct the problems making reviewing returns a breeze.
Simply scroll through the list and then jump to the corresponding form and field. View the Auditor as a summary or view only specific areas (warnings, memos, etc.). Its sophisticated diagnostics help you catch more mistakes with fewer disruptions.
Streamline the process of sending personal tax returns to your clients. In the time it takes to hit the 'print' button, you can convert your returns to password-protected PDFs – then email them to your clients.
Create professional mailing labels, engagement letters, and general client correspondence with information right from the personal tax return you're working on.
Even better, take advantage of ProFile's customizable templates and prepare communications with specific details from your client's tax return.
ProFile's high-speed client database management allows you to search, export and report on client data – regardless of year or type of return.
Search by client or by situation. Create and save custom searches. Mine thousands of client files in seconds. Even manage common tasks for multiple clients in one click and preview pertinent details without opening up the return. This sophisticated tool makes for smarter client management!
Manage your documents electronically by linking your clients' documents and working papers to returns or specific fields in return. You can attach or link almost any file format, including Excel, Word, PDF, JPEG, and TIFF.
In addition to helping your office become more efficient, HyperDocs allows you to be environmentally friendly by going paperless!
Create and save customizable global settings. Configure different ProFile options per computer or per user or set global settings across a network that everyone can access through ProFile.
For easy back-up, save in one file folder. That means that your unique options package is stored separately from the software. So, when you reinstall the program, back up your system or upgrade your computer, you can take those customized options with you.
"I found it very straight forward to use. The Audit Manager is an excellent tool to ensure that you don't miss anything."
Partington Bookkeeping Solutions – Victoria, BC
"The software is dependable with many time saving features, and the support is excellent."
Ross G. Williams – Regina, SK
"All prior year returns were prepared by ProFile and need to remain accessible. We can export data to create reports
to assist our financial advisors with tax planning. The timely updates ensure the software is accurate."
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Dr Tax is a registered trademark of Thomson Reuters DT Tax and Accounting Inc. Cantax and Taxprep are registered trademarks of CCH Canadian Ltd. All other trademarks are property of their respective owners.
1. Intuit reserves the right to limit the length of a given call or the number of calls from a given customer.
2. T1 carry forward files prepared with ProFile™, Taxprep™, Cantax™ or TurboTax™. T2 and FX carry forward files prepared with ProFile™, Taxprep™ and Cantax™. T3 carry forward files prepared with ProFile™ and Taxprep™.