Training

Boost your skills to use ProFile like a pro

Settings
Carry forward and data import
Create or use a return
Database management
EFILE

Settings

Personalized ProFile settings

ProFile users can set options that include – but are not limited to – directory settings, preparer information, auditor messages, and more.

Click here to review the process of personalizing ProFile settings.

Database settings

ProFile users can assign database settings to make working with multiple returns at one time easier and faster.

Click here to review the process of setting database preferences for Client Explorer

Print settings

ProFile users can set print options like assigning a printer, assigning different printers for different forms/slips, setting margins and paper size, print settings by module, and more.

Click here to review the process of personalizing printer settings.

Carry forward and data import

Competitor carry forward

Carry forward is a ProFile service that allows existing client information from previous year’s returns to be “carried forward” into a new return, saving time and effort for tax preparers. ProFile customers can carry forward a return prepared using a competitor’s product.

ProFile users can review the list of which competitors and their versions are eligible to undergo carry forward. This list is updated regularly.

Click here to follow the competitor carry forward process.

Carry forward a ProFile return from a previous year

Carry forward is a ProFile service that allows existing client information from previous year’s returns to be “carried forward” into a new return, saving time and effort for tax preparers.

ProFile users can carry forward the previous tax year’s ProFile return.

Click here to follow the carry forward process for a previous year.

Batch carry forward using Client Explorer

Carry forward is a ProFile service that allows existing client information from previous year’s returns to be “carried forward” into a new return, saving time and effort for tax preparers.

ProFile users can carry forward multiple returns as a group (or “batch”) by selecting applicable criteria, including tax year, module, and more.

Click here to follow the batch carry forward using Client Explorer.

Carry forward password-protected returns

ProFile is unable to carry forward returns prepared with another software if they have been password protected. The password must be removed from each of the returns before carrying them forward.

Click here to follow the carry forward process for password-protected returns.

Carry forward RRSP

ProFile users can carry forward RRSP information from the current and previous year.

Carry forward is undertaken on the RRSP/PRPP form in ProFile.

Note that preparer’s need to source the applicable RRSP slip from their client before carry forward can be undertaken.

Click here to follow the carry forward RRSP process.

Auto-fill my Return (AFR) for T1

Auto-fill my Return (AFR) is a secure CRA service. It allows authorized representatives to electronically request and receive certain tax information to fill in parts of their client's income tax and benefit return.

The tax preparer must have a valid authorization from the taxpayer to access the "Represent a Client" website. There are two ways to acquire this authorization:

The taxpayer can access CRA's My Account service. Request that the taxpayer enter the Rep ID to authorize the Tax Preparer as an individual, a Group ID to authorize a group of representatives, or a business's Business Number (BN) to authorize all employees of a business
Request the permission of the taxpayer to file a "T1013 - Authorizing or Cancelling a Representative" form

Before the T1013 can be filed, the Tax Preparer must register a BN with the “Represent a Client” service.

Click here to follow the AFR for T1 process.

Auto-fill my Return (AFR) for T2

ProFile users can review downloaded CRA client data for accuracy and completeness, and then import selected data into a T2 return. This helps verify the client’s tax data against CRA records.

Note that the preparer must file form RC59 and obtain online access for the client’s Business Number. Preparers can also EFILE the RC59 form for authorization.

Click here to follow the AFR for T2 process.

Create or use a return

Create a T1 return

ProFile makes it simple to create a T1 return, including highlighting mandatory fields and automatically calculating and inserting values into form fields to save preparers time and effort.

Click here to review the process of creating a T1 return.

Create a T2 return

ProFile makes it simple to create a T2 return, including highlighting mandatory fields and automatically calculating and inserting values into form fields to save preparers time and effort.

Click here to review the process of creating a T2 return.

Create a T3 return

ProFile makes it simple to create a T3 return, including highlighting mandatory fields and automatically calculating and inserting values into form fields to save preparers time and effort.

Click here to review the process of creating a T3 return.

Start in the FX module

ProFile makes it simple to start in the FX module, including highlighting mandatory fields and automatically calculating and inserting values into form fields to save preparers time and effort.

Click here to review the process of starting in the FX module.

Database management

Client Explorer

Data import

ProFile users can import multiple T1 returns at one time using Client Explorer. This feature allows preparers to save time, money, and effort.

Users can apply various filters to narrow the import of returns, including tax year, client status, and EFILE status.

Click here to follow the Data Import process in Client Explorer.

Filtering

By default, the Client Explorer displays all files, regardless of the type of return, taxation year or status. Users can apply filters to display only files that meet the criteria you set.

For example, you may only want to see current T1 files that are ready to EFILE.

Click here to follow the filtering process in Client Explorer.

Creating queries and reports

ProFile users can use the query function to narrow the list to select files for batch printing or to include particular files on a report. Queries can help select data to export, or select files that require mailing labels.

In a query, conditions are set for any field in the client file. The following illustrates two examples:

Select all clients who have birthdates before January 1, 1934 but after December 31, 1932 (these are the clients who turned 69 during 2002)
Select clients who have RRSP contributions of less than 10% of their earned income could be selected (those who are not maximizing their RRSP contributions)

This requires is a comparison of fields: ProFile filters the client list to display the matching client files.

Click here to follow the queries and reports process for Client Explorer.

Using batch options

Batch filing allows the EFILE multiple of returns at one time, saving time, effort, and money for preparers.

Click here to review the batch filing process in Client Explorer.

Hub

What are the benefits of Hub?

Hub is a document management dashboard that helps ProFile users access customer information quickly and seamlessly and process returns more efficiently.

Provides a birds-eye view of your client documents and information.
Access client contact information, check the status of a return, and review any notes that may have been added
Access document management sources, such as Link, to help gather information from your clients in one secure place

Click here to learn more about Hub and its features.

EFILE

EFILE single T1 return

ProFile makes it easy to file T1 returns electronically.

Click here to follow the single T1 return EFILE process.

EFILE single T2 return

ProFile makes it easy to file T2 returns electronically.

Click here to follow the single T2 return EFILE process.

File a T3 return

Filing a T3 Trust Return occurs only via paper filing. The “Slips Summary” is eligible for EFILE with slips.

The CRA “T3 Return” guide details where a T3 return is filed:

The CRA “T3 Trust” guide provides information on how to complete the T3 Trust Income Tax and Information Return, the T3 slip, Statement of Trust Income Allocations and Designations, and the T3 Summary, Summary of Trust Income Allocations and Designations:

Click here to follow the single T3 return EFILE process.

File T3 slips

ProFile users undertake filing a T3 slip in the same way as slips for a T4 or T5 in the FX module.

Note that T3 trust returns must be paper filed. The Slips Summary undergoes EFILE with the slips.

Click here to follow the T3 slip filing process.

File FX slips

ProFile users can file slips electronically in the FX module.

Two types of slips are filed electronically: original and/or amended.

Click here to follow the FX slip filing process.

Additional resources

Watch how-to videos

Visit the ProFile library to watch our how-to videos in one convenient spot

Go to videos

In-Product Tutorials

Get the help you need directly in-product. Access tutorials from the main menu, click “Training”, then “Tutorials” and choose the tutorial that’s right for your business.

T1/TP1: Getting Started
T1/TP1: Using the Forms Explorer
T1/TP1: Audit and Review Features
TP1 Québec: TP1 Basics
T2/CO-17: Getting Started

Get the 2018 User Guide

The updated User Guide covers all the basic functions of ProFile in one place. It’s an easy-to-reference PDF that will help get your seasonal hires up to speed.

Download the User Guide

Have more questions?

Call us toll-free at 1-800-452-9970. Our support hours are Monday-Friday, 9:00 a.m. to 6:00 p.m. EST.

Important Offer Details, Disclaimer/Footnotes

Terms, conditions, pricing, special features, and service and support options subject to change without notice.