ProFile Premier T3 is designed for tax filers preparing advanced trust tax returns. It includes all the features of Basic trust tax software, plus some impressive advantages:
Internet filing & magnetic media submission of T3 & NR4 slips and summaries
Expanded set of forms & worksheets – such as pension & mutual Trusttaxreturns
Link client source documents for fast, easy access with HyperDocs
Process multiple T3 tax forms 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 support2
Want more info? Get the full details on ProFile T3 tax products.
Increase efficiencies with unlimited electronic T3 tax form filing.
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 by simply clicking to file electronically and get instant notification that your file was received
Save money because unlimited electronic filing is included in the price of your trust tax return 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 T3 tax forms. Handle virtually any tax scenario in Canada involving a trust tax return. Get automatic access to all the forms in ProFile Basic T3 trust accounting software, 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
HyperDocs: Helping you go paperless, one file at a time.
Creating, storing and retrieving paper documents can be frustrating and time-consuming. With HyperDocs (available in Premier products only), you can electronically manage and link source documents and working papers to a tax return!
HyperDocs helps you and your office become more efficient and environmentally friendly by going paperless. Why store tons of paper in big filing cabinets, when you can store files anywhere you like (for example, a central server with a backup). HyperDocs also has these helpful features:
Choose to link or embed your documents:
Link (storing a reference to a document using its file name) or embed (storing the contents of a document within a tax return file) to your source documents.
Why link documents? Whenever the content of the source document is modified, ProFile can show you an updated version of the file you're working on. By linking a file from its original location, a visual reminder lets you know if the source document has been changed so you can synchronize it with your tax return.
Drag & drop: Select, drag and drop documents from Windows to a tax return or to any field in ProFile.
Field linking: Link source documents directly to specific fields within ProFile and access them from fields too.
Thumbnail preview: Hover and click over fields to instantly view a summary of the document linked that field.
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’ trust tax 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 trust tax 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.
Receive PRIORITY support when you need it.
In addition to the support Basic customers receive (free, year-round technical phone & email support2), Premier customers receive PRIORITY support. Get first in queue service, which means your calls are placed at the front of the line.
