ProFile Forms Expert (FX):
T4, T5 & Other Forms Tax Software
ProFile Forms Expert (FX) & FX/Q (Québec) includes a comprehensive set of federal, Québec and Provincial tax forms. Key highlights include:
- Unlimited electronic filing of slips
- Powerful T-slip (i.e. T4, T4A, T5, RL1 and more) generator
- T5013 Return and Schedules
- Comprehensive list of forms and worksheets, like Non-Resident Form, Charity & Non-Profit Organization forms
- Additional GST/HST/QST forms
- Seamless data sharing with ProFile T1, T2 & T3 products
- Link client source documents for fast, easy access with HyperDocs
- FREE year-round tech support1
A comprehensive set of forms.
FX & FX/Q includes a comprehensive set of tax forms that are fully interactive, automatically performing all calculations.
- Extensive list of information slips for Federal & Québec filing (T4, T5, T5018,T5008, T5013, RL1, RL3, RL15 and etc.)
- Partnership Information Return and Schedules (T5013 Schedules and TP600 for Québec)
- Charity & Non-Profit Organization forms (T3010 and TP-985.22 for Québec)
- Additional GST/HST/QST, TD1, RCA, Non-resident and Recourse forms
- Federal, Québec and provincial rollover forms (T2057, T2058, T2059, TP529, TP614 , AT107, AT108 and AT109)
- BC logging tax return of Income (FIN542 and FIN571)
- Other forms (e.g RC199, CPT30, T3D, T3RI, etc.)
Plus, data sharing with ProFile T1, T2 & T3 eliminates redundant data entry, so you can complete forms and elections in a flash.
Active Auditor: Diagnose any potential issues in real time.
ProFile’s built-in Active Auditor instantly flags errors, omissions, dates & notices – and gives detailed explanations of how to correct the problems. 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.
Access multiple years and returns
all from one screen.
Unique to ProFile, the MAUITM (Multiple Application User Interface) feature gives you:
- Ability to access different years and different types of returns all from one screen, helping you save time every day.
- All prior years included FREE – going back a decade.
- There's no need to re-install software every year; just enter your license code and go!
Thinking of switching? ProFile’s Carry Forward feature can help make it a seamless switch.
If you’re currently using Taxprep Forms tax software to prepare tax returns, you won’t have to start from scratch. ProFile’s carry forward feature2 converts from Taxprep™ - it automatically brings forward all the applicable fields and balances from last year to ensure your returns are accurate.
HyperDocs: Link client source documents
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!
Database file management: Search, export, mine & report on your clients' 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 & 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!
Email PDF returns to your clients.
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.
Options administration: Take your customized settings to another level.
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. And 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, backup your system or upgrade your computer, you can take those customized options with you.
Tapes & memos: Keep track of all the details.
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. And easily enter memos on a field-by-field basis. Plus, review both tapes and memos using the Auditor for a final check.
Make your mark with Review Marks.
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.
Client communications: Easy, fast & flexible.
Create professional mailing labels, engagement letters, and general client correspondence with information right from the tax return. Even better, take advantage of ProFile’s customizable templates and prepare communications with specific details from your client’s tax return.
All the support you need – all year round.
Get free, year-round technical phone & email support from our ProFile technical experts. Whatever complex tax scenario you may have, we’ll help you solve it. Plus, access a variety of self-serve support options including FAQs, in-product help, and free training.
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™.