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Carry forward other supplier files

by Intuit• Updated 2 weeks 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.

ModuleT1/TP1T2/CO-17T3/TP646FX/Q
Version (Year)2025202520252025
ProFileYYYY
TurboTax desktopYN/AN/AN/A
TaxPrepYYYY
CanTaxYYN/AY
DT MaxYYN/AN/A
TaxCycleYYN/AN/A

Note: ProFile recommends that preparers wait until the fileable release of the ProFile T1 module before carrying forward most files. The first filing release typically has changes to help ensure the smoothest and most complete carry-forward of the previous year's files. For T1, this is the R2 release (for example, 2023.2.0).

ModuleVersion Support
T1Taxprep: Up to version 2024 v5.0 (iFirm is currently not supported.)

Cantax: Cantax versions are supported up to 24.5.303.120.

TaxCycle: T1 module supports up to version 14.2.57271.0 (files for 2021–2024)

DT Max version v28.32: T1 supports tax year from 2017 to 2024 (carry forward of Quebec forms isn't supported for DT Max)

TurboTax desktop carry forward for 2024 files will be available with Profile version R1 (2025.1.0)
T2Taxprep: 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, 2025 v1.1, and 2025 v2.0 (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, 24.1.307.100, 24.1.307.126 and 25.2.307.126.

TaxCycle version 14.2.57271.0: T2 module supports T2 2016–2025 files.

DT Max version 29.01 and earlier: T2 supports tax year ends from 2019 to 2025.
T3Taxprep: 2025.v3.0 is the latest version supported. (iFirm is currently not supported.)
FXTaxprep Forms versions up to 2024 v4.0 (iFirm is currently not supported.)

Cantax FormMaster versions up to 2024 v4.0.

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.

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)):

2021-11-02_14-29-32.jpg

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

PCG_CA_Ext_12032021_5.png

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

2021-11-02_14-41-43.jpg

  1. Select Carry Forward.

2021-11-02_14-45-43.jpg

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

  1. Open the Client Explorer to import multiple tax returns at once.
  2. Select Index.
  3. Select Browse and located where you saved your third-party files.
  4. Select 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.

PCG_CA_Ext_12032021_4.PNG

  1. Select 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

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

  1. Select the Options and then Module. 
  2. Select the appropriate tax year for the module (for example, 2021 T1/TP1).
  3. Select the General tab.
  4. Select General tab, and then choose the appropriate options from the Carry forward files section.
  5. Select OK.
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