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Carry forward other supplier files

by Intuit• Updated 2 months ago

Carry forward refers to the process of advancing a return (or a batch of returns) from the previous year to the next year. Personal information, dependant information, as well as amounts available (for example, tuition, donations, etc.) will carry forward. Importing returns directly into ProFile isn't currently supported.

Note: This article previously used the term competitor carry forward to describe this process.

ProFile allows for the carry forward of other supplier's files, including Cantax, TurboTax, DT Max, TaxCycle and Taxprep tax returns.

Module	T1/TP1	T2/CO-17	T3/TP646	FX/Q
Version (Year)	2022	2023	2022	2023
ProFile	Y	Y	Y	Y
TurboTax desktop	Y	N/A	N/A	N/A
TaxPrep	Y	Y	Y	Y
CanTax	Y	Y	N/A	Y
DT Max	Y	Y	N/A	N/A
TaxCycle	Y	Y	N/A	N/A

Note: ProFile recommends that preparers wait until the fileable release of the ProFile T1 module before carrying forward the majority of files. The first filing release typically has changes to ensure the smoothest and most-complete carry forward of the previous year's files. For T1, this is the R2 release (for example, 2022.2.0).

Module	Version Support
T1	Taxprep: Up to version 2023.v4.1 (iFirm is currently not supported.) Cantax: Cantax versions are supported up to 23.3.303.110. TaxCycle: T1 module supports up to version 13.2.53840.0 (files for 2021–2023) DT Max version v27.33: T1 supports tax year from 2017 to 2023 (carry forward of Quebec forms isn't supported for DT Max) TurboTax desktop carry forward support begins in ProFile R1 version (for example, 2022.1.0)
T2	Taxprep: 2018 V2.0, 2018v2.1, 2019 v1.0, 2020v1.1, 2021v1.0, 2022v1.0, 2022 v2.0, 2022 v2.1, 2023 v1.1, 2024 v1.0 (iFirm is currently not supported.) Cantax: 2018.1.307.100, 2018.2.307.126, 2018.2.307.131, 2019.1.307.100, 2019.2.307.106, 2020.1.307.104, 2021.1.307.100, 22.1.307.100, 23.1.307.100, and 24.1.307.100. TaxCycle version 13.2.53840.0: T2 module supports T2 2016-2023 files. DT Max version 27.33: T2 supports tax year ends from 2019 to 2023.
T3	Taxprep: 2023.v3.0 is the latest version supported. (iFirm is currently not supported.)
FX	Taxprep Forms versions up to 2023 v4.0 (iFirm is currently not supported.) Cantax FormMaster versions up to 2023 v5.0.

Note: Remove any existing password protection on the other supplier file prior to undertaking carry forward into ProFile.

Review our dedicated support article for full carry forward details for TaxCycle.

Review our dedicated support article for full details on how to carry forward DTMax files to ProFile.

Carry forward Cantax or Taxprep Files

Note: Remove any existing password protection on the supplier file prior to undertaking carry forward into ProFile.

1. Select the Carry Forward... option from the File drop-down menu. The Carry forward file window displays.
2. In the Files of type: field, select the type of file to carry forward (for example, TaxPrep T2 2020 (*.219)):

3. In the Look in field, select the folder location of the return to carry forward:

4. Select the individual return to carry forward from the list of returns (for example, T20025.219):

5. Select the Carry Forward button:

Batch carry forward Cantax, TurboTax or Taxprep files

Note: Remove any existing password protection on the supplier file before undertaking carry forward into ProFile.

Open the Client Explorer to import multiple tax returns at once.
Click the Index button in the top View bar.
Click Browse and browse to the location where you saved your third-party files are saved.
Click the checkbox for Select File Types. Below is a box where you can select year, module and file type and include Cantax, TurboTax and TaxPrep files.

5. Click OK. After the files are indexed, select them in Client Explorer and click Carry forward files... in the Actions panel.

carry forward client explorer.jpg

Undertake the carrying forward separately for different modules. For the T1 module, files need to be batch carried forward separately by year.

Configure preferences for carry forward

Select the Module option from the Options drop-down menu in the top toolbar menu.
Select the appropriate tax year for the module (for example, 2021 T1/TP1).
Select the General tab.
Select the appropriate options from the Carry forward files section of the General tab.
Select the OK button.

Intuit ProFile Tax

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