Get started in the FX module in ProFile

Profile’s Active Auditor displays messages that relate to the data file. These include passive audit messages, notices, processing errors, overridden fields, fields that have memos attached, fields with review marks, and EFILE-related messages.

Error messages or errors that may restrict processing the return display in red text.

Accessing the Active Auditor

The Active Auditor can be accessed in two ways:

• Select the Active Auditor icon in the top toolbar menu
• Right-click on any form and select Show Auditor from the menu

Selecting Active Auditor options

Note: Setting the Active Auditor options in one location applies the settings for all modules.

1. Open ProFile.
2. Select Environment from the Options drop-down menu in the top toolbar.
3. Select Audit. The audit options window displays.

Each section of the audit options window has pre-set default selections.

Note: Modules may display different tabs in the Active Auditor based on the module itself, rather than settings.

Preferences settings

The Preferences section of the Audit tab includes settings that affect the display of warnings.

Note: ProFile recommends the Show Auditor Tabs be selected to provide the clearest feedback and indication of errors on forms.

Summary Tab Includes settings

The Summary Tab Includes section of the Audit tab includes options that display in the auditor toolbar. Each of the selected options displays related errors in the corresponding Active Auditor tab.

Prevent Filing settings

The Prevent Filing section of the Audit tab includes options that halt the filing of the form. Errors created by the violation of these options must be cleared before filing can take place.

Remove Audit Messages settings

The Remove Audit Messages section of the Audit tab includes options as to who can remove errors in the Active Auditor for a form.

Note: ProFile recommends selecting one or both options, or Active Auditor error messages can't be cleared to allow filing.

Clearing Active Auditor messages

Error messages display as red text in the Active Auditor tabs.

1. Double-click on an error warning in the tab. The error circles in red on the form.

2. Resolve the error. The specific error in the tab details the issue.

In some cases, the error, as identified by ProFile, may actually be acceptable to the preparer and/or the client. For example, an RRSP amount may be acceptable, but ProFile suggests the amount is outside the range expected by the CRA and determines it to be an error.

In such cases, the individual selected in the Remove Audit Messages section of the Audit tab can sign off on, or approve, the error.

Using ProFile, preparers can attach tapes to field. The Attach Tape feature functions much like an adding machine that performs and records calculations.

Tape options are managed in the Options > Environment > Edit in ProFile.

1. Open a file in ProFile.
2. Select a field to attach a tape.
3. Right-click and select Attach Tape from the menu. The Tape window displays.

4. Enter a description into the left-side field of the table. Enter a value into the right-side field of the table.

5. Press the key to move through the fields and create a new row.
6. Press the key to calculate the total and add it to the form.

The background colour of the field changes to green when a field has a tape attached:

Note: Only the sum of a tape - not individual entry details - are printed or transmitted with the tax return data. The details and descriptions are for preparer reference only.

Clearing an Attached Tape

1. Open the file with the attached tape in ProFile.
2. Select the field from which an attached tape is to be cleared.
3. Right-click and select Attach Tape from the menu. The Tape window displays.
4. Select Clear; the tape clears.
5. Select OK. The window closes and the tape clears from the field.

Copying a Tape from One Field to Another

1. Open the file with the attached tape in ProFile.
2. Select the field with a tape attached.
3. Right-click and select Copy Memo/Tape from the menu.
4. Select the destination field for the copied tape.
5. Right-click the destination field and select Paste Memo/Tape from the menu. The tape attaches to the destination field.

Note: If you paste a tape to a destination field, the field's value becomes the tape total. If the destination field is a calculated field, ProFile overrides it.

Preparers can attach memos to fields on all ProFile forms. Memos are short notes and reminders, akin to paper sticky notes. Memos are useful for leaving notes or reminders for partners or reviewers to read.

Note: Memos won't print or transmit with a tax return file, or affect the return's calculation.

Memo text displays in a pop-up window when hovering over a field with a memo.

Fields with attached memos also appear in the Memo and Summary tabs in the Active Auditor.

Attaching a memo

1. Right-click in a field and select Attach memo from the menu. The Memo window displays:

2. Enter the memo content into the text field in the Memo window.
3. Select OK. The memo attaches. The colour background of the field changes to green.

Clearing a memo

1. Right-click in a memo field and select Attach memo from the menu.
2. Select Clear.
3. Select OK. The memo text clears from the form field.

ProFile’s “HyperDocs” feature allows multiple documents in any format to attach to a form or field in a return.

Note: HyperDocs are stored with the preparer files but are not included with T1 EFILE or TP1 NETFILE transmissions.

1. Open a form in ProFile.
2. Select the field to attach a HyperDoc.
3. Select HyperDocs from the File drop-down menu in the top toolbar. The HyperDocs window displays.

4. Select add in the top-right corner of the window.
5. Navigate to the location of the document to attach.
6. Choose the document and select OK. The options window displays.

7. Select one of the options presented:

• Embedded documents open in read-only state, and cannot be edited in ProFile.
• Linked documents open from the source and can be edited in ProFile; any changes are saved in the source document in the file location.

8. Select OK to attach the document to the field as a HyperDoc.

The field displays in green colour, indicating the HyperDoc attachment.

Detaching HyperDocs from a field

1. Right-click on the field with the attached HyperDoc.
2. Select Detach HyperDoc from the menu. The document will detach, and the field will return to its original colour.

Note: The document remains attached to the form, but is not linked to a specific field.

Removing HyperDocs from a form

1. Select Hyperdocs from the File dropdown menu in the top toolbar. The HyperDocs window displays.
2. Select the document from the HyperDoc list of attached documents. The red X logo in the top-right corner activates.
3. Select the red X logo.
4. Select Yes to remove the document. It'll detach from the form.

To enter data from these slips, open the ProFile Detail worksheet for the corresponding slip. For example, enter all T5 slip data on T5Details. Data flows from the Details form to the corresponding slip and summary sent to the CRA.

Payer info goes from the FX Info form (if filled out) to summaries and slips. To enter this data right on a summary instead, check the box at the bottom of the Info form to turn off the automatic flow. Info will still go from the slips to the summary.

1. Enter slip amounts on the Details forms in ProFile (for example, T5Detail).
2. If ProFile has calculated adjustments on T4 slips, the adjusted amount displays at the bottom of the T4 detail entry.
3. Data flows from the Detail worksheets to the slips and the summary forms (for example, T5Slip and T5Sum). You cannot enter data directly on the slips. All the slip fields are non-edit (green text) fields.
4. The summary form totals amounts from all the slips. You can override amounts on the summary if necessary.

Use the slips sidebar to the left of the Detail worksheet to find who you're sending the slips to. Sort info by selecting the sidebar headings. Or, use the scroll bar at the top of the Edit window to view the slips.

Right-click any T1 or T2 tax return file and select Create FX to transfer info to a new FX file. ProFile will transfer identifying info from the tax return to the FX file (on the Info form) to save you time.

You can also create a new FX file when you select File > Import. Use this option to refresh info from a T1 or T2 return.

Note: This is a one-time data transfer. If anything changes in T1 or T2 and you want to reflect those changes in the FX file, open the FX file and go to File > Import.

This feature is only available if you have valid licenses for ProFile FX and ProFile T2.