Unlimited Returns & EFILE: File online, as often as you need to.
With ProFile’s T1 EFILE and TP1 NETFILE capabilities, filing individual personal tax returns takes a matter of seconds – no matter how many returns you’re handling. So, you save time, paper and increase efficiency. Not bad for an affordable, comprehensive professional tax solution.
Save money: Unlimited electronic filing of returns is included in the price of your software.
Save time: Simply click to file electronically & get instant notification that your file was received.
Improve client relations: Get your clients their refunds faster and keep them up-to-date on the status of their returns. Electronic returns mean no waiting for the mailman or the CRA to process paper returns.
Access multiple years and returns all from one screen.
How does our MAUITM (Multiple Application User Interface) feature work? Unlike other tax software:
You can access different years and different types of returns all from one screen, helping you save time every day
You get all prior years included FREE - going back as far as 1997
There's no need to re-install software every year; just enter a simple access code for instant access to the forms you need
It’s everything you need to save time and maximize your billable hours. It’s only from ProFile – and it’s automatically included in your software.
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.
ProFile integrates all diagnostics with the associated return, so reviewing returns is a breeze. Simply scroll through the list and then jump to the corresponding form and field in the return.
You can view the Active Auditor as a summary or view only specific areas (warnings, notices, sign-offs, reviewing marks, memos, etc.). Its sophisticated diagnostics help you catch more mistakes with fewer disruptions.
Thinking of switching? ProFile’s Carry Forward feature helps make it a seamless switch.
If you’re currently using other T1 tax return software to prepare personal taxes, don’t worry – you won’t have to start from scratch. ProFile’s Carry Forward feature5 converts from TurboTax™, CANTAX™ and Taxprep™. ProFile automatically brings forward all the applicable fields and balances from last year to ensure your returns are accurate – and saves you time.
ProFile makes filing T1-Adjustments a snap.
Clients forget tax info all the time, like a donation receipt or a last-minute RRSP contribution. The Snapshot feature lets you enter in any new info you’ve received after filing the return. Then it auto-populates the T1-ADJ form. You just have to print and file.
With other T1 tax return software, you have to figure out what lines have changed and enter the data yourself – a tedious & time-consuming process.
Save time & paper: 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 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.
Work with QuickBooks? Don’t worry, ProFile does too.6
Focus on the big picture: keeping your tax and accounting records in-sync. When you do all of your invoicing through QuickBooks, you can also keep your accounting records up-to-date. QuickBooks automatically creates an invoice based on billing information set up in ProFile. If you have a new client that isn’t in QuickBooks, it automatically sets up a record based on contact information from ProFile. It’s that easy.
Client Correspondence. Easy. Fast. Professional.
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. (Yes, it’s included in your software.)
Business comparative summaries: 3 years of history, that can save you hours of work.
With ProFile Basic T1 tax return software, you have instant access to the details of 3 years’ worth of prior-year returns, without having to leave the return you’re working on. Improve your accuracy by spotting potential errors and correcting omissions. Business comparative summaries will help you understand trends and deliver more informed tax & business planning advice to your clients – in a lot less time.
Keep it in the family. (Literally.)
Make preparing related personal taxes a lot easier. Share details and tax information between returns for relatives, helping you save time and optimize all returns.
‘Couple’ spousal returns and link dependant returns to share pertinent tax information & applicable transfers. In the event of family changes, you can always ‘uncouple’ spousal returns or stop family linking.
Take the work out of your billing processes.
ProFile eliminates the need for billing software. Save time by tracking your time or billing information in ProFile. Set up the method & rate you want to bill by time spent on the return, type of return created, by form or by item – and ProFile does the rest. You can even bill your clients automatically. It’s totally customizable to suit your unique requirements.
Memos & tapes: Keep track of all the details, without having to remember them.
Our Tapes feature gives you the ability to include an ‘adding-machine tape’ to any input field. Save time calculating summaries, reviewing files and tracking down information. ProFile’s Tape feature allows you to create a list of amounts and have the final value automatically transferred to the field.
And making notes couldn’t be easier: you can enter memos on a field-by-field basis, so you (or anyone reviewing the return) can easily spot them on the return. Plus, review both memos & tapes 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. Review Marks puts your typical office workflow – like requesting follow-up or asking questions – all in ProFile.
Review Marks replaces the paper review process with an electronic process - no more print and distribute. 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.
Federal and provincial forms handle it all.
From BC to PEI (including Québec), your federal and provincial needs are covered. For Québec tax returns, T1 information is fully integrated with the TP1, so you don’t have to re-enter data – or worry about the errors that come with it. You’ll save time, improve accuracy, and be confident in the knowledge that you can handle any return. From anywhere.
All the support you need – all year round.
Free, year-round technical phone & email support4, from our support team. Get helpful answers from tax and technical experts. Whatever complex tax scenario you may have, we’ll help you solve it.
Or visit the in-product Live Community – submit a question and get answers from your peers – right inside your ProFile software.
Plus, access a variety of self-serve support options including FAQs, in-product help and the online ProFile Community Forum, where you can connect with other ProFile users.
On a growth path? We’re with you, every step of the way.
Need to purchase more Basic T1 tax return licenses? That’s easily done with ProFile. And if you’re ready to make the move to advanced forms & features and more licenses, you’ll be glad to know that ProFile Basic can be upgraded to ProFile Premier seamlessly and cost-effectively. Remember, with our unique MAUI (Multiple Application User Interface) feature, you won’t have to re-learn the software and you won’t have to re-enter the data.
