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Linking and working with T1/TP1 files for family members

by Intuit• Updated 1 year ago


A number of file management features make it possible to work with linked T1 or T1/TP1 files for members of the same family.

For example:

  • Linking family returns
  • Working with linked files
  • Printing linked files
  • Saving linked files
  • Sharing income between spouses
  • Sharing data between family members
  • Estimating Child Tax Benefits

File management features

Feature Function
Optimize Tranfer CreditsWhen you open all family files together, ProFile optimizes transfer credits among the different returns.
Switch Between Family MembersUse the toolbar icon, the Form menu, or the Window menu to switch between open files for members of a family.
Print Family FilesWhen you select File -> Print for a linked file, the Print Selection dialogue box displays a tab for each family member whose file is currently open, so you can print returns for the whole family at once.
File PropertiesView the File Properties details for all family files open together and listed in the Window menu.
Deactivate Family FilesTodeactivate the family file-handling features, clear the checkbox Allow family linking under Options -> Module -> T1/TP1 -> General -> Calculation options.
Intuit ProFile Tax

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