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ProFile Premier Forms Expert: T4, T5 & Other Forms Tax Software



ProFile Basic FX
ProFile Premier FX
 
 
 

ProFile Premier Forms Expert (FX & FX/Q) is our expanded interactive CRA tax forms library.


ProFile Premier FX

FX $499.99

FX/FXQ $599.99


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ProFile Premier FX

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Premier FX & FX/Q (Québec) is designed for tax preparers who need access to an expanded, interactive forms library and want the convenience and cost-savings of electronic slip filing for Canadian tax software. It includes all the features of ProFile Basic Forms Expert, plus some impressive advantages:

  • Internet and Magnetic media submission filing of slips and CRA tax forms
  • An expanded set of forms & worksheets that includes virtually every form you're ever likely to need – such as Non-Resident Forms and Resource Forms
  • Greater number of GST/HST/QST forms (55 CRA tax forms)
  • Link all your client source documents for fast, easy access with HyperDocs
  • 8 licenses – plus, you can add additional licenses (fees apply)
  • Free PRIORITY technical support1

Want more info? Get the full details on ProFile FX tax products.

T1 - Personal | T2 - Corporate | T3 - Trusts | T4, T5 & Other Forms

Premier has all the features of Basic, plus:

Increase efficiencies with unlimited electronic filing of slips.

With ProFile Premier’s electronic batch filing – filing slips takes a matter of seconds – no matter how many businesses you’re processing. While 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 with unlimited electronic filing is included in the price of your software

Plus, save on the time and cost associated with printing, preparing and mailing CRA tax forms.



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

ProFile FX & FX/Q includes virtually every form you're ever likely to need – even the rare ones. The forms are fully interactive, automatically performing all calculations, and most include related filing instructions. Get access to all ProFile Basic, plus:

  • Magnetic media & Internet filing slips
  • Non-Resident forms
  • RCA forms
  • Resource forms and slips
    • Renouncing Canadian exploration & development expenditure claim forms
  • T2057, T2058, T2059, TP529, TP614 rollover forms (FX/Q)
  • Scientific Research and Experimental Development transfer forms
  • Retirement Compensation Forms (RCA)

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.

Watch the demo



Save time & paper: Email PDF forms to your clients.

Streamline the process of sending tax documents to your clients. In the time it takes to hit the ‘print’ button, you can convert forms 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 for T4 & T5 taxes.

Using this powerful database management system, 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.
 
ProFile Premier gives many impressive tools for smarter client data management. 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.

Receive PRIORITY support when you need it.

In addition to the support Basic customers receive (free, year-round technical phone & email support1), Premier customers receive PRIORITY support. Get first in queue service, which means your calls are placed at the front of the line.

 

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