Resources to get you running with ProFile tax return software

Carry Forward is a ProFile service that allows existing client information from previous year’s files to be “carried forward” into a new file, saving time and effort for tax preparers. ProFile customers can carry forward a previous year’s ProFile file or a file prepared using a competitor’s product, as well as multiple files at one time.

Auto-fill my return (AFR) is a secure Canada Revenue Agency (CRA) service that allows individuals and authorized representatives to automatically fill in parts of a 2016 and 2015 income tax and benefit return with information that the CRA has available at the time of filing the return.

To use Auto-fill my return, you must:

• have an current version of ProFile
• register for CRA’s “My Account” feature (you will be prompted to enter your My Account user ID and password to use the Auto-fill my return service)
• complete all the necessary fields on the return

ProFile supports the carry forward of files for the following competitors: Taxprep, Cantax, and DTMax.

Note: the following specifications may alter as the 2017 tax year progresses.

TaxPrep-to-ProFile carry forward preview (T1)

The current version of the ProFile T1 module allows carry forward of information from 2016 TaxPrep T1 returns to create new 2017 ProFile returns. For preview purposes only.

Supported TaxPrep versions include 2016.v1.0, 2016.v2.0, 2016.v3.0, 2016.v4.0, and 2016.v5.0.

Cantax-to-ProFile carry forward preview (T1)

The current version of the ProFile T1 module allows carry forward of information from 2016 Cantax T1 returns to create new 2017 ProFile returns. For preview purposes only.

Supported Cantax versions include 16.1.303.100, 16.2.303.107, 16.3.303.111, 16.5.303.119, and 16.6.303.124.

DTMax-to-ProFile carry forward preview (T1)

The current version of the ProFile T1 allows carry forward of a DTMax T1 file.

• Select the “Carry Forward…” option from the “File” drop-down menu in the top toolbar.
• The “Carry forward file” window displays.
• Select the module (e.g., T1) and tax year of the form to carry forward from the drop-down list.
• Select the specific form to carry forward.
• Click the “Carry forward” button.
• The selected file carries forward.
  
  
  Related Article:  Carry forward files in ProFile

• Select the “Carry Forward…” option from the “File” drop-down menu in the top toolbar.
• The “Carry forward file” window displays.
• Select the module (e.g., T1) and tax year of the ProFile file to carry forward from the drop-down list; a list of applicable files displays.
• Right-click on the previous tax year’s ProFile file to carry forward.
• Select the “Carry forward” option from the menu.
• The selected file carries forward.
  
  
  If you used ProFile in the previous tax year:
  
  
• Select the “Client Explorer” option from the “Goto” drop-down menu in the top toolbar.
• The Client Explorer displays a list of last year's files.
• Click on the “Filter” button; the filter option window displays.
• Use the filter options to identify which files to carry forward. For example, if you only want to carry forward T1 files from the year 2016, you would select the “T1” module tab, then the “2016” year designation.
• Click the “Apply Filters” button; the files matching the selected filter options display.
• Select the files to carry forward. To select all files, right-click in the window and select “Select All” from the pop-up menu; all files highlight.
• Right-click on the selected file(s) and select the “Carry Forward Files” option from the menu
• The file(s) carry forward
  
  
  If you did not use ProFile in the previous tax year:
  
  
• Select the “Client Explorer” option from the “Goto” drop-down menu in the top toolbar:
• Click on the “Index” button; the “Add Files to Client Explorer” window displays.
• Click the checkbox “Select File Types”; the window expands to display modules and individual file types.
• Select the module (e.g., “T1”) and file type(s) to carry forward
• Locate the previous year's files and highlight the folder.
• Click the “OK” button twice.

ProFile adds information to the database for all the client files in this folder. You can create a list of clients from different folders on your computer or on the network. ProFile adds all the files to the existing list each time you use the “Index” button in another folder

• Click on the “Filter” button; the filter option menu displays
• Use the filter options to identify which files to carry forward. For example, if you only want to carry forward T1 files from the year 2016, you would select the “T1” module tab, then the “2016” year designation
• Click the “Apply Filters” button; the files matching the filter selects display.Select the files to carry forward. To select all files, right-click in the window and select “Select All” from the pop-up menu; all files highlight.
• Right-click on the selected file(s) and select the “Carry Forward Files” option from the menu.
• The file(s) carry forward
   

Related Article:  Carry forward files using the Client Explorer database

AFR (Auto-Fill My Return) is a secure CRA service. It allows authorized representatives to electronically request and receive certain tax information to fill in parts of their client’s income tax and benefit return. ProFile offers the service for both single and multiple individual T1 returns.

Note: currently it is not possible to “undo” an AFR input from CRA; this feature will be available in a later ProFile release.

Eligible Data for AFR

Various slips and other tax-related information are delivered by ProFile's AFR function.

The following article includes all supported information:

Acquiring Client Authorization for AFR

The tax preparer must have a valid authorization from the taxpayer to access the CRA’s “Represent a Client” website. There are two ways to acquire this authorization:

• the taxpayer can access CRA's “My Account” service. Request that the taxpayer enter the Rep ID to authorize the tax preparer as an individual, a Group ID to authorize a group of representatives, or a business's Business Number (BN) to authorize all employees of a business.
• request the permission of the taxpayer to file a “T1013 - Authorizing or Cancelling a Representative” form.
  
  Note: the tax preparer must register a BN with the “Represent a Client” service before the T1013 can be filed.
  
  Enter the Rep ID, Group ID or BN on the T1013 form:

Note: all information must match what CRA has on file.

Transmit the T1013. The return does not have to be completed before transmitting the T1013.

Related Article:  Import Data for T1 Returns (AFR) 

Importing Data for a Single Individual T1 Return

• Open ProFile.
• Open or create a T1 return.
• Select the “Import CRA data” option from the “File” drop-down menu in the top toolbar.
• ProFile opens the CRA’s “Data Import Tool” in a new window.
• Click the “Launch CRA Website” button; the CRA log in window displays.
• Sign in to the CRA site.
• The “CRA Data Import” window lists the clients whose SINs can be entered into the CRA website.
• Select the client.
• Click the “Next” button to provide confirmation; the CRA system processes the request.
• The CRA processing occurs simultaneously with the data import in ProFile; users also see the processing screen for “CRA Data Import” working.
• The “Successfully connected” message displays when the connection is made between ProFile and CRA systems.
• The ProFile “Data Import Worksheet” displays; the default display setting is the “basic” view.
• Click the “+” icon next to each statement to reveal the “expanded” view of the information which displays more details.
• Review data and files to be imported; if correct, click the “Import Selected Data” button.
• The import window displays a “Data Import Completed” message.
• Click the “Close” button.
• In ProFile, select the data to import by selecting individual boxes or clicking “Select All” for all the listed data types to be imported.
• Click “Accept CRA Data”; data auto-fills into the taxpayer’s return.
  
  
  Reviewing Imported Data
  
  To review the data imported, click on the “Data Import” tab in ProFile's Auditor. The imported data displays as purple text within individual fields of the appropriate forms and slips.
  
  
  Related Article: Import Data for T1 Returns (AFR)

Note: importing data for multiple returns is only undertaken via the Client Explorer database; Profile’s Classic Database cannot import data for multiple returns.
 

• Open ProFile.
• Select the “Client Explorer” option from the “Goto” drop-down menu in the top toolbar.
  
• The Client Explorer database opens.
  
• Click on the “Filter” button; the filter option menu displays.
• Use the filter options to identify which files to carry forward. For example, if you only want to carry forward T1 files from the year 2016, you would select the “T1” module tab, then the “2016” year designation.
• Click the “Apply Filters” button; the files matching the filter options display.
• Select the necessary returns from the filtered results; a maximum of 10 clients can be selected. To select all files, right-click in the window and select “Select All” from the pop-up menu; all files highlight.
• Select the "CRA Import" option from the "Database" drop-down menu in the top toolbar.
• The “CRA Data Import Tool” opens.
• Click the “Launch Auto-fill my return” button; this launches CRA's “Represent a Client” in a separate browser window.
• TSign in to the CRA site.
• The “CRA Data Import” window lists the clients whose SINs can be entered into the CRA website.
• Select the clients.
• Click the “Next” button to provide confirmation; the CRA system processes the request.
• The CRA processing occurs simultaneously with the data import in ProFile; users will also see the processing screen for “CRA Data Import” working.
• The “Successfully connected” message displays when the connection is made between ProFile and CRA systems.
• The ProFile “Data Import Worksheet” displays; the default display setting is the “basic” view. Click the “+” icon next to each statement to reveal the “expanded” view of the information which displays more details.
• Review data and files to be imported; if correct, click the “Import Selected Data” button.
• The import window displays a “Data Import Completed” message.
• Click the “Close” button
• In ProFile, select the data to import by selecting individual boxes or clicking “Select All” for all the listed data types to be imported
• Click “Accept CRA Data” to auto-fill data into the taxpayer’s return
• Click the “Data Import” tab in ProFile's Auditor window to review the imported data
  
  
  Related Article: Import Data for T1 Returns (AFR)

The auto-fill process requires a completed T1013 form; preparers will be prompted during the AFR process to confirm a T1013 has been signed by the client(s).

Related Article: Completing a T1013

• Open ProFile.
• Select the “Hub” option from the “Goto” drop-down menu in the top toolbar.
• Hub opens, displaying the current client list.
• Identify the client that requires the AFR.
• Click the “Run CRA Import” link under the “CRA Import” column; a prompt displays reminding the preparer that a T1013 is required.
• Click “OK” if the T1013 has been completed.
• The “ProFile CRA Data Import” wizard displays.
• Click the “Launch CRA Website” button.
• The “Secure Log In” window displays; the name and SIN corresponds to the client for whom data will be imported.
• Concurrently, the CRA login window displays in a new web browser.
• Enter the user ID and password as issued by CRA.
• Click the “Login” button; the “CRA Data Import” window indicates CRA data is being readied for import.
• In the web browser, the request confirmation from CRA displays.
• Click the “Next” button to proceed; the AFR processing window displays, indicating CRA is processing the request.
• The “successfully connected” window displays when the AFR wizard connects with CRA.
• The CRA web browser may now be closed.
• The “Data Import Worksheet” populates and displays in the AFR wizard.
• Preparers may add the imported data as a new entry on the return or replace imported data at this stage, if necessary.
• If this is a coupled return, make a selection from the drop-down menu in the bottom-left corner to select data import for a specific individual.
• Click the “Import Selected Data” button to proceed when imported data is correct
• The “Data Import Completed” window displays when the import is successful.
• Click the “Close” button.
• A new dialogue box displays, asking if the file with the newly-imported CRA data should be opened to review the imported data.
• Click the “Yes” button; the return opens and imported CRA data displays as purple text.
• Confirm the imported data is correct or revise as necessary.
  
  Reviewing the AFR History in Hub
  
  Related Article: Auto-fill my Return (AFR) from Hub
• Open ProFile.
• Select the “Hub” option from the “Goto” drop-down menu in the top toolbar.
• Hub opens, displaying the current client list.
• The “CRA Import” column displays the timestamp of imported data.

Issue

ProFile is unable to carry forward returns prepared with another software if they have been password protected.

Resolution

1. Remove passwords from each of the returns before carrying them forward.
2. Using the competitor software, open each of the returns individually.
3. Press to access the “File Information” window.
4. Identify and erase the password.
   
   Note: if no password is visible in the “File Information” window, navigate to “Options” -> “Preferences” -> “Files” and select the “Allow Password” option.
   
   
5. Confirm the blank password when prompted.
6. Save the file.
   
   The return is ready to carry forward in ProFile.

Issue

Files that have undergone carry forward are not saving in their designated storage location.

Resolution

Ensure that the ProFile settings for designating a location for carry forwarded files are correct.

First Setting to Review

1. Select the “Module…” option from the “Options” drop-down menu in the top toolbar.
   
2. Select the “General” tab in the “Module Options” window.
   
3. Ensure the option for “Carry forward files to same location as previous year” is not selected:
   
   

4. Click the “OK” button.

Second Setting to Review

1. Select the “Environment…” option from the “Options” drop-down menu in the top toolbar.
2. Select the “File” tab in the “Environment Options” window:
3. Ensure the option for “Carry forward files to same location as previous year” is not selected:
   

4. Review the “File Directories” section of the window; ensure that the module’s corresponding storage directory is correct.

5. Change the storage directory, if required.

6. Click the “OK” button to save the changes.

Opening a New T1

Open ProFile.

Select the “New” option from the “File” drop-down menu in the top toolbar.

Select the “T1” option.

The new T1 form displays

NOTE: ProFile provides a start option in the “File” menu based on the most recent year of ProFile purchased. To open a new, but previous years’ file, click the arrow under the “Older T1/TP1 Modules” option to see previous years.

Completing the T1 Form

Fields that require completion are highlighted in yellow:

When the correct information is entered, the yellow disappears.

Tip: to determine why a field is colored yellow, hover the mouse point over the field.

Complete the following in the T1 form:

• Taxpayer personal information” section of the T1 form.
• “Marital status” section of the T1 form.
• “Residency” section of the T1 form.
• “Spousal information” section of the T1 form
  

Signing off on the error permits the form to be printed and/or undergo EFILE.

Identify the error in the Auditor window:

Right-click on the message in the Auditor window; select the “Preparer Sign-off” option from the menu.

The error now displays in the form in black text (instead of the previous red text) and a checkmark displays adjacent to the field, indicating a sign-off has occurred.

Related Articles:

Completing an early T1 return

Completing a T1 adjustment

Opening a New T2

Open ProFile.

Select the “New” option from the “File” drop-down menu in the top toolbar.

Select the “T2” option.

The new T2 form displays

Completing the T2 Form

The “Provide T2 taxation year period” window displays.

Enter the start date of the taxation year in the “Taxation year start:” field and press . ProFile automatically supplies year-end date for the corporation.

Click the “OK” button.

The T2 form displays.

Fields that require completion highlight in yellow.

When the correct information is provided, the yellow disappears.

Tip: to determine why a field is colored yellow, hover the mouse point over the field.

Complete the necessary sections of the T2 form relating to the corporation’s major business activity.

The red diamond indicates the value of the field has been overridden by the preparer, rather than leaving the automatic calculation made by ProFile.

Completing a T2 with GIFI Information

A General Index of Financial Information (GIFI) is required for the majority of corporations filing a T2 return.

When the GIFI option is selected, ProFile transfers the GIFI information to the appropriate fields.

Enter information for the corporation’s financial statements on the GIFI form:

• balance sheet information on S100
• income statement information on S125
• notes for the financial statements’ information on S141
• complete a S140 to summarize information statement information, if completing more than one S125
  
  GIFI information can be imported from QuickBooks or other software supporting GIFI export.

Completing a T2 with GIFI Information

If “No” was selected to the question “Complete return from GIFI?” enter the required information manually on an S1 form.

Addressing Errors in a T2 Form

ProFile allows preparers to review and address any errors resulting from the creation of the T2 form.

Click the “Auditor” button in the top menu bar.

The auditor window displays.

Any errors in the T2 form display in red text. Errors must be resolved before a T2 can be printed or undergo an EFILE submission.

Right-click on an error message in the auditor.

Click the “Info” option from the drop-down menu.

ProFile highlights the field with the error.

Resolve all errors in the form.

Auditor messages with the prefix “T2 RSI” alert preparers to issues in the return that do not comply with CRA RSI specifications for ATI returns. Returns cannot be printed until all outstanding RSI errors have been cleared; a warning displays in ProFile if attempting to print a return with RSI errors.

Right-click on the message in the Auditor window; select the “Preparer Sign-off” option from the menu.

The error displays in black text (instead of the previous red text) and a checkmark displays adjacent to the field, indicating a sign-off has occurred.

Related Articles:

Opening T2 returns in the latest module

How to amend a T2 on ProFile

Opening a New T3

Open ProFile.

Select the “New” option from the “File” drop-down menu in the top toolbar.

Select the “T3” option.

The new T3 form and its corresponding “Info” form displays.

Note: ProFile provides a start option in the “File” menu based on the most recent year of ProFile purchased. To open a new, but previous years’ file, click the arrow under the “Older T3 Modules” option to see previous years.

Note:Completing the T3 Form

Preparers complete the T3 “Info” form, consisting of the entities details.

Fields that require completion highlight in yellow.

When the correct information is provided, the yellow disappears.

Tip: to determine why a field is colored yellow, hover the mouse point over the field.

Complete the general information, trust type and other basic details of the T3 form.

When the correct information is provided, the yellow disappears.

Report the income and deductions of the trust on the various income and deductions forms, schedules and on the T3 jacket. There are numerous data entry forms, such as business and rental statements, dispositions on Schedule 1, and T3, T5 income received by the trust.

Completing the Allocation Worksheet

The “Allocation” worksheet is completed for slip amounts for beneficiaries.

If the trust is allocating income to its beneficiaries, then the forms in the “Beneficiaries” tab of the “Form Explorer” become important.

Note: any income not allocated to beneficiaries is taxed on Schedule 11, which transfers to page 4 of the T3 jacket.

Completing the Beneficiary Worksheet

Enter details such as name, address and residency of the beneficiary on the “Beneficiary” worksheet. The slip amounts at the bottom of this form are calculated using amounts from the “Allocation” worksheet multiplied by the percentage applicable to the particular beneficiary (this percentage is on the “Beneficiary” worksheet).

The data on the “Beneficiary” worksheet transfers to the T3 and NR4 slips. These slips are for reporting and preview purposes only (data cannot be edited on these forms).

The data on the T3 and NR4 slips posts to the “T3 Summary” and “NR4 Summary”.

"Schedule 9" is a summary of the amounts allocated/designated to the beneficiaries. ProFile completes this form using the amounts from the “Beneficiary” worksheet. The trust gets a deduction for the total income allocated to beneficiaries at line 928 of this schedule.

Review the T3 jacket and manually enter data into any fields not automatically calculated by ProFile T3.

Override Notification

ProFile automatically calculates and inserts values into form fields to save preparers time and effort. However, most fields can be overridden with other values.

In this instance, a red diamond displays adjacent to the field:

The red diamond indicates the value of the field has been overridden by the preparer, rather than leaving the automatic calculation made by ProFile.

Select the field and press the key to revert to the original ProFile calculation for the field.

Addressing Errors in a T3 Form

ProFile allows preparers to review and address errors resulting from the creation of the T3 form.

Click the “Auditor” button in the top menu bar.

The auditor window displays.

Any errors in the T3 form display in red text. Errors must be resolved before a T3 can be printed/mailed to the CRA or undergo an EFILE submission.

Double-click on an error message in the auditor.

ProFile highlights the form or slip field with the error.

Resolve all errors in the form.

Signing off on Audit Error Messages

In some instances, it is necessary for a preparer to “sign off” on an error listed in the Auditor, essentially approving the error. This may be a case where the form calculations do not take into account a specific circumstance or situation unique to the client.

Following all necessary sign-offs, the form can be printed or undergo EFILE.

Identify the error in the Auditor window.

Right-click on the message in the Auditor window; select the “Preparer Sign-off” option from the menu.

The error displays in black text (instead of the previous red text) and a checkmark displays adjacent to the field, indicating a sign-off has occurred:

Related Articles: Data Entry and Flow in ProFile T3

Open ProFile.

Select the “New” option from the “File” drop-down menu in the top toolbar.

Select the “FX/Q” option.

The FX “Info” form displays.

Note: ProFile provides a start option in the “File” menu based on the most recent year of ProFile purchased. To open a new, but previous years’ file, click the arrow under the “Older FX Modules” option to see previous years.

Completing the FX “Info” Form

Preparers complete the FX “Info” form, consisting of the entities details.

Fields that require completion highlight in yellow.

When the correct information is provided, the yellow disappears.

Tip: to determine why a field is colored yellow, hover the mouse point over the field.

Completing the FX Slips

Open the slip that corresponds to the FX return (e.g., T5103):

Complete the necessary fields.

Override Notification

ProFile automatically calculates and inserts values into form fields to save preparers time and effort. However, most fields can be overridden with other values.

In this instance, a red diamond displays adjacent to the field:

The red diamond indicates the value of the field has been overridden by the preparer, rather than leaving the automatic calculation made by ProFile.

Select the field and press the key to revert to the original ProFile calculation for the field.

Addressing Errors in a FX Info Form/Slip

ProFile allows preparers to review and address any errors resulting from the creation of the T3 “Info” form and related slips.

Click the “Auditor” button in the top menu bar.

The auditor window displays.

Any errors in the T3 “Info” form and related slips display in red text. Errors must be resolved before the T3 form is printed/mailed to CRA or slips can undergo an EFILE submission.

Double-click on an error message in the auditor.

ProFile highlights the form or slip field with the error.

Resolve all errors in the form.

Signing off on FX Audit Error Messages

In some instances, it is necessary for a preparer to “sign off” on an error listed in the Auditor, essentially approving the error. This may be a case where the form calculations do not take into account a specific circumstance or situation unique to the client.

Following all necessary sign-offs, the form can be printed or undergo EFILE.

Identify the error in the Auditor window:

Right-click on the message in the Auditor window; select the “Preparer Sign-off” option from the menu.

The error displays in black text (instead of the previous red text) and a checkmark displays adjacent to the field, indicating a sign-off has occurred:

Data Entry and Flow in ProFile T3

File menu

Contains many of the basic functions for ProFile users, including:

• create new forms
• open existing forms
• carry forward returns (competitor and previous year’s)
• print forms, slips, and mailing labels
  
  
  
  Edit menu
  
  Includes options for managing form and field information, as well as attaching various elements to forms:
  
  
• cut, copy, and paste information from and into form fields
• attach memos
• attach tapes
• attach HyperDocs
  
  
  
  Audit menu
  
  Includes options to identify, view, and manage errors on forms:
  
  
• display the error auditor
• toggle forward and backwards through audit messages
  
  
  
  Goto menu
  
  Select functions within ProFile, including:
  
  
• open the Form Explorer
• open the Client Explorer
• open Hub
  
  
  
  Form menu
  
  Manage content in a form and assign review marks, including:
  
  
• clear all information entered on a form
• apply or clear review marks
  
  
  
  Options menu
  
  Manage the settings and options for ProFile, including:
  
  
• environment settings, including preparer information
• database settings (Client Explorer or Classic Database)
• settings for modules (T1, T2, T3, FX)
• pricing for preparer services (per schedule, per item)
• language settings (English, French)
  
  
  
  EFILE menu
  
  Displays options related to the EFILE process, including:
  
  
• set options for EFILE, including the CRA number and password
• view EFILE reports
• transmit slips
• view Express Notice of Assessments (ENOAs)
  
  
  
  Online menu
  
  Access to ProFile support information online, including:
  
  
• online settings
• ProFile software updates
• recent releases, fixed issues, and new issues
• Live support community
  
  
  
  Training menu
  
  Learn about the T1 and T2 modules, as well as other functionality, including:
  
  
• getting started for T1
• getting started for T2
• using the Form Explorer
• links to other ProFile training opportunities
  
  
  
  Window menu
  
  Manage the display of forms in ProFile, including:
  
  
• display open forms horizontally
• display open forms as cascading
• open a form in a new window
  
  
  
  Help menu
  
  Access several key support elements for users, including:
  
  
• internal Help tool to learn about ProFile features and forms
• links to ProFile support tools (chat, Live community, trouble-shooting articles)
• management of ProFile licenses, including Flexible Licensing
  

EFILE is an automated service that allows ProFile customers to send individual income tax return information to CRA directly from the program with no (or reduced) physical collection of client data.

Any firm, organization, or individual who provides tax preparation services can apply, as long as they meet the definition and requirements of an applicant and pass the suitability screening criteria.

What to Know about the CRA EFILE

• using EFILE from ProFile is not possible without an EFILE number and password
• customers installing ProFile or starting a new tax year need to acquire a CRA EFILE number and password
• acquiring an EFILE number and password is a CRA-supported function, not a ProFile-supported one; it is undertaken on the CRA website
• acquiring an EFILE number and password is a CRA-supported function, not a ProFile-supported one; it is undertaken on the CRA website
• a transmitter number is required to EFILE slips in the FX module
• a completed T183 authorization form is required from clients prior to T1 or T2 EFILE
  
  Preparers acquire their CRA EFILE number and password via the CRA EFILE registration site. The preparer enters the CRA EFILE number and password in ProFile before undertaking an EFILE of returns.
  

A completed T183 authorization form must be acquired from the client before the EFILE of a T1 or T2 return. This form grant’s client permission for a preparer to EFILE a return.

To find the T183 form, enter the term “T183” in the ProFile search field in the top toolbar menu. The T183 form option displays; select the form.

Complete the T183 form, print it, and acquire a physical signature from the client.

Review the requirements for acquiring an EFILE number and password from the CRA EFILE application page:

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/efile-electronic-filers/apply-efile.html

A successful completion returns an EFILE confirmation and number password details.

ProFile users should contact the CRA help desk for EFILE number and password assistance at the “EFILE Helpdesk Support for T1 Returns” page:

http://www.cra-arc.gc.ca/esrvc-srvce/tx/bsnss/fl/hlpdskspprt-eng.html

Open ProFile.

Select the “Set EFILE Password” option from the “EFILE” drop-down menu on the top toolbar.

The “EFILE Wizard” displays.

Click the “Next” button.

Enter the EFILE number and password into the fields.

Note: the password is case-sensitive, when entering the password in ProFile ensure that it is exactly as provided by CRA.

Click the “Next” button.

Enter the NetFile Québec number and access code into the fields, if required.

Note: if a NetFile Québec number is not required, click the “Next” button to proceed to the next screen.

Click the “Next” button.

The EFILE number into the field; this is the same number entered earlier.

Click the “Next” button.

The EFILE setup is complete.

Click the “Finish” button; you are returned to the ProFile application.

Related Article: Entering the CRA EFILE number and password in ProFile

Open ProFile.

Open a completed T1 return.

Select the “EFILE/ReFILE this return…” option under the “EFILE” drop-down menu in the top toolbar.

The “EFILE/ReFILE this return…” window displays:

Click the “OK” button.

ProFile creates a *.tax file containing the data to be submitted to the CRA. The file name consists of the client’s nine-digit Social Insurance Number (SIN) followed by the extension “.tax”.

A confirmation window displays indicating that the online .tax file is created.

Click the “OK” button.

The EFILE submission is validated by the CRA and a confirmation displays.

If EFILE is not successful:

If the EFILE transmission is unsuccessful, a window displays listing any errors encountered in the return.

Open the T1 return in ProFile.

Address any issues with the T1 return.

Select the “Properties…” option from the “File” drop-down menu in the top toolbar.

Uncheck the “CRA Errors” box.

Click the “OK” button.

Repeat the EFILE process.

Open ProFile.

Open a completed T2 return.

Select the “EFILE/ReFILE this return…” option under the “EFILE” drop-down menu in the top toolbar.

The “EFILE/ReFILE this return…” window displays, confirming the return is clear of EFILE errors:

Click the “OK” button.

The “Corporation Internet Filing” window displays:

Select the authorization method.

Click the “Accept” button.

The EFILE submission is validated by the CRA and a confirmation displays.

If EFILE is not successful:

If the EFILE transmission is unsuccessful, a window displays listing any errors encountered in the return.

Open the T2 return in ProFile.

Address any issues with the T2 return.

Select the “Properties…” option from the “File” drop-down menu in the top toolbar.

Uncheck the box corresponding to the error type being resolved (e.g., “CRA Errors”, “RQ Errors”, or AT1 Errors”):

Click the “OK” button.

Repeat the EFILE process.

Related Articles:

CRA’s “Before you start T2” guide 

ProFile’s T2 Return Guide

A transmitter identification and number must be entered to EFILE slips.

Open ProFile.

Select "Options..." from the "EFILE" drop-down menu in the top toolbar.

Select the "T3/FX" option in the left-side panel menu.

Select "Transmitter".

Enter required information in the "Transmitter Identification" window. For the field "Transmitter number", enter the value "MM000000".

Click the "OK" button.

The transmitter number saves.

Filing a T3 Trust Return occurs only via paper filing. The “Slips Summary” is eligible for EFILE with slips.

The CRA “T3 Return” guide details where a T3 return can be filed:

https://www.canada.ca/en/revenue-agency/services/tax/trust-administrators/t3-return/where-file-a-t3-return.html

The CRA “T3 Trust Guide” provides information on how to complete the T3 Trust Income Tax and Information Return, the T3 slip, Statement of Trust Income Allocations and Designations, and the T3 Summary, Summary of Trust Income Allocations and Designations:

https://www.canada.ca/content/dam/cra-arc/migration/cra-arc/E/pub/tg/t4013/t4013-16e.pdf

Note: ensure that you print or store any confirmation from the CRA at the conclusion of the T3 slip EFILE process. ProFile does not keep a record or report of transmitted slips.

Open the T3 return in ProFile.

To find the “Beneficiary details” form, enter the term “beneficiary” in the ProFile search field in the top toolbar menu. The “Beneficiary details” form option displays; select the form.

Complete the beneficiary details form.

Select the correct slip option from the “Type of slip” drop-down menu: Original, Amended, or Cancelled.

Select the “Transmit slips” option from the “EFILE” drop-down menu in the top toolbar.

The “Transmit slips” window displays.

Select the slip type being filed (e.g., “T3”).

Select the data type from the “Data Type” drop-down menu. Select the “Cancelled” option if the slip is being cancelled or the “Amended” option if the slip is being amended.

Click the “OK” button.

ProFile automatically opens the CRA transmission window.

Enter your account number and web access code when prompted.

Click the “Next” button; the slip submits to CRA.

Open ProFile.

Open the slip to undergo EFILE in the FX Module.

Navigate to the “Info” tab in the slip.

Select the “Yes” option under the question “Are you magnetic media or internet filing slips?”

Select the “Properties…” option under the “File” drop-down menu in the top toolbar.

The properties window for the FX/Q module displays.

Identify the slip to undergo EFILE and set the status to “Ready to file” from the drop-down menu.

Click “OK”.

Select the “Transmit slips or the T5013 return” from the “EFILE” drop-down menu in the top toolbar.

The “Transmit slips or the T5013 return” window displays, listing the slip types.

Select the slip type being filed (e.g., “T4”).

Select the data type from the “Data Type” drop-down menu.

Select “Original” if this is the first time filing the return’s slips.

Click the “OK” button.

ProFile builds the XML file and automatically opens the CRA transmission window.

Enter your account number and web access code when prompted.

Click the “Next” button; the slip submits to CRA.

Repeat the process to select additional slips and EFILE.

Repeat the process for preparing an FX slip for EFILE.

Select the “Transmit slips or the T5013 return” from the “EFILE” drop-down menu in the top toolbar.

The “Transmit slips or the T5013 return” window displays, listing the slips.

Select the slip being filed (e.g., “T4”).

Select the data type from the “Data Type” drop-down menu.

Select the “Cancelled” option if the slip is being cancelled or the “Amended” option if the slip is being amended.

Click the “OK” button.

ProFile builds the XML file and automatically opens the CRA transmission window.

Enter your account number and web access code when prompted.

Click the “Next” button; the slip submits to CRA.

Repeat the process to EFILE additional amended or cancelled slips.

ProFile users should contact the CRA help desk for EFILE number and password assistance at the “EFILE Helpdesk Support for T1 Returns” page:

http://www.cra-arc.gc.ca/esrvc-srvce/tx/bsnss/fl/hlpdskspprt-eng.html

CRA locks the preparer’s CRA account if more than five attempts are made to EFILE a return with an incorrect number or password. ProFile users must contact CRA to be issued a new number and password.