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Linking and working with family files

SOLVEDby IntuitIntuit ProFile TaxUpdated July 14, 2022

Working with linked files

A number of file management features make it easy 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

Open and Close Family Files

  • Once you link family files, you can open and close these files together as you work on the returns.
  • If you prefer to work with family files open together, open them all together when you first begin working on a set of family files.
    As long as you close all the files together, <Ctrl+Q> or File > Close family, ProFile will always open the returns together.
  • If you close the file for one family member separately, automatic opening of all family files together will not occur until after the next time you open all the files at once.

Optimize Tranfer Credits
When you open all family files together, ProFile optimizes transfer credits among the different returns.

Switch Between Family Members
Use the toolbar icon, the Form menu or the Window menu to switch between open files for members of a family.

Print Family Files
When you select File > Print for a linked file, the Print Selection dialog 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 Properties
View the File Properties details for all family files open together and listed in the Window menu.

Deactivate Family Files
To deactivate the family file-handling features, clear the checkbox Allow family linking under Options > Module > T1/TP1 > General > Calculation options.

For complete details about family returns, search the online help topic family returns.

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