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Make changes to a OnePay return

by Intuit Updated 6 months ago

The following steps should only be used to change:

  • Taxpayer name/Business name/Trust name (for T1, T2, and T3)
  • SIN/BN/Trust number ( for T1, T2, and T3)
  • Year end/DoB (for T1, T2, and T3)

To make changes to the identification section of the return:

1. Ensure only the OnePay return that needs the change is open.

2. Confirm under File -> Properties -> Actions that the return has not undergone a successful EFILE.

3. Navigate to the ProFile website and download a free trial license.

Note: The license arrives immediately. If the website gives an error when trying to acquire the license, switch browsers and try again.

4. Navigate to ProFile -> Help -> Manage Licenses

5. Enter the trial license.

6. Make the required changes to the return.

7. Navigate to Help -> Manage Licenses -> Details.

8. Delete the trial license.

9. Repurchase the OnePay license.

ProFile Tax

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