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Toolbar icon updates in ProFile

by Intuit Updated 4 weeks ago

As of the 2022.0.0 version of ProFile, toolbar icons have been updated to feature a modernized appearance. As with previous versions, scrolling over each icon on the tool bar will reveal a label with the icon's function.

New icons

2022-09-06_13-30-52.jpg

Previous icons

2022-09-06_13-34-00.jpg

See the table below to learn about the new ProFile icons.

New iconOld IconLabel (Move cursor over icon to read)Remarks
Attach MemoAlways enabled when a file is open
Attach TapeDisabled by default
Show or hide auditorAlways enabled when a file is open
Info: X (Alt+F7)Becomes active when auditor (Icon 2) is open and any errors are selected.
File properties (Ctrl+I)Always enabled when a file is open
File NewAlways enabled
Open an existing file (Ctrl+O)Always enabled
Save the current file (Ctrl+S)Always enabled when a file is open
Open the form explorer (F4)Always enabled when a file is open
Info: X (F6)Becomes active when auditor (Icon 2) is opened and any errors are selected
    12Create a new copy of this formDisabled by default
    13Print the current file (Ctrl+P)Always enabled when a file is open
    14Print the current form (F12)Always enabled when a file is open
    15Preparer Sign OffAlways enabled when a file is open
    16Partner Sign OffAlways enabled when a file is open
QuestionAlways enabled when a file is open
Correction requiredAlways enabled when a file is open
Switch to the spouse’s form (F5)Disabled by default. Enabled when Marital status is set to Married, Living common-law or Widowed
Tile windows horizontallyAlways enabled when a file is open
OverrideEnabled when an overrideable field is selected in a file
is selected.Carry forward a previous year file (Ctrl+R)Always enabled
Provincial toggle (Shift+F5)Disabled by default. Enabled when a Quebec return is open, with a valid license
Switch to another family member’s returnDisabled by default. Enabled when a dependant return is open
Open the client explorer (F3)Disabled by default
Purchase OnePayEnabled when a T1 or T3 file is open without a Quebec license or a T2 is open without a T2 license
   30Interact with other tax experts and ProFile users, in real timeAlways enabled when a file is open. Opens ProFile Community
   31Return this window back inside the main window of ProFileAppears only when a new window is launched after clicking icon 32
   32Launch the current window from the main window of ProFile so that it can be dragged to another monitorAlways enabled when a file is open
   33Show actual size of formsAppears when icon 34 is selected; commonly called the zoom in-and-out toggle
   34Zoom forms to screen widthAppears by default or when icon 33 is selected; commonly called the zoom in-and-out toggle
ProFile Notification CentreAlways enabled
Interact online with a live support agent, in real timeAlways enabled
SuggestionProvide your feedback for ProFileAlways enabled
Signed in to cloudAppears when user is signed into cloud (toggle of icon 42)
You are not signed in to the cloud.Always enabled
Link to corporationsAppears when a T2 file is open; used for linking existing T2 returns
Review Linked CorporationsAppears only when a T2 file is open
Intuit ProFile Tax

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