Keep learning with ProFile

Instead of scrolling through a lengthy form to get to a specific section, right-click in the form to see a list of all its sections, then select the one you want to see.

Use the Search box in the toolbar, or use the Form Explorer (press F4) to quickly find a specific form. Simply enter the form name or number in the search field and select from the list of forms displayed.

Did you set your jurisdiction in the Info worksheet? In the T1/TP1 and T3 modules (and to a lesser extent, the T2/CO-17 and FX modules), ProFile is smart about the forms it displays to you. ProFile only shows provincial forms that apply to your province. If you haven't specified a provincial jurisdiction yet, you won't see those forms.

In the Form Explorer (press F4), switch to the Detail or Key views. Then, sort the list by Step. The step order organizes forms in the suggested order that you should complete them. ProFile carries information from forms earlier in the sequence into forms that appear later on.

ProFile's Monitor makes it easy to watch important amounts as ProFile recalculates them.To monitor a field, select the field and click the + (plus) symbol in the bottom right-hand corner of the window. As you make changes in a return, keep an eye on the bottom of the screen to see how those changes affect the specified amount.

Note: The Monitor feature is module and year specific.

To stop monitoring a field, right-click on the specific field at the bottom of the window and select Delete Monitor.

With a Coupled return, ProFile optimizes credits and amounts between 2 spouses' returns. With “Family linking”, ProFile also optimizes credits between returns for an entire family (albeit not to the extent of a coupled return).

To complete Family Linking:
 

• Select Options > Module > Calculation options > Allow family linking.
  
  
   

• Open both the supporting taxpayer's return and the dependant's return at the same time.
  
• Make sure that at least one of the following matches between the dependant's entry in the Dependant worksheet (in the taxpayer's return), and the Info worksheet (in the dependant's return):
  
  
  • The dependant's SIN, or
    
  • Both the dependant's name and birth date.
    
    
  As long as both returns are open, if the dependant has credits that aren't needed to reduce taxable income to zero, ProFile automatically transfers eligible amounts to the tax return of the supporting taxpayer or spouse.
  

Use ProFile's data import feature to save time and import client data from the CRA. With a few simple steps, you can securely access and download relevant information from CRA's Represent a Client website into multiple T1 returns. ProFile automatically carries the imported data to appropriate fields in your returns.

To use this feature, you need your CRA credentials and client authorization. You can import data for:
 

• A single T1 return
  

  Open the T1 return into which you want to import information. Then, go to the File menu and select Import CRA data. Sign in to CRA Represent a Client service, follow the prompts to get to the Tax data delivery page, and enter the client's SIN. Once the data download is complete, return to ProFile and select the data you want to import, then click Accept CRA Data.

   

-or-

• Multiple T1 returns
  

  In the Goto menu, select Client Explorer. From here, you can select up to 10 clients for whom you want to import data. Under Actions in the Client Explorer, select CRA Import and follow the same steps as importing information into a single T1 return.
   

When complete, you can review the imported data in the Data Import tab (go to the Audit menu and select Show Auditor). It's that simple!

You can print reports on the results of an EFILE transmission as a PDF file, making it easy to store and share. After transmitting a file, go to the EFILE menu and select Reports. Then, select the file for which you want an EFILE report and click Open. To print the report, select PDF on the print button in the EFILE window. You can now easily share the report with your client!

In the T2 module, use Intuitive Copy and Intuitive Paste to complete RACDetails worksheets for corporations in the same associated group of related or associated corporations (RAC). For large groups, this is a great timesaver!

First complete the worksheet for one of the corporations in the group. Go to the Edit menu and select Intuitive Copy. Then, open an empty RACDetails worksheet in another tax return for an associated corporation, go to the Edit menu, and click Intuitive Paste.

Instead of creating a new memo or tape with the same information, you can copy memos and tapes from one field to another. First locate the field with a memo or tape that you want to copy (the background colour of the field will be green). Right-click the field and choose Copy Memo/Tape. Then, right-click the destination field and select Paste Memo/Tape.

Note: When copying from the source field, any review marks will not copy over to the destination field.

You can now chat live with ProFile technical support representatives from within ProFile! Get answers to your questions while working on a return.

Just go to the Help menu and select Live Chat. You can also click on the Live Chat button () on the toolbar.

If you have more than one monitor, the Multi-Monitors feature lets you work in multiple returns side-by-side, with each return displayed in its own monitor.

First, open all of the files or returns that you want to work with. Then, do one of the following:

If you are working on multiple returns:

• Go to the Window menu and click Launch Current Window.
• Left-Click and choose the other return and select Launch Window or click the Launch Window icon on the toolbar. By selecting this icon, it will open the current file in a separate window.
  
  
  
  

Tip: You can still use this feature if you have only 1 monitor. The new window will open on top of the current window. You can then resize and move the windows to optimize your workspace.

In addition, you can compare returns in two windows with Tiling.

• Just open both the previous year and current year returns, then tile the view (go to the Window menu and click Tile Horizontally). You can then open and compare the same forms from different years at the same time.
  

Get efficient by knowing the keyboard shortcuts in ProFile. This PDF has keyboard shortcuts will help you get to where you need to go or what you need to do – quicker!

You may want to print it out and keep it by your computer for quick reference.

When electronically filing a return, returns are sometimes rejected with an EFILE error. The ProFile Auditor can assist with identifying and fixing the error. In fact, you can avoid most EFILE errors early on by making sure the Auditor is active at all times. The Auditor instantly flags errors and omissions, as well as providing detailed explanations of how to correct potential issues.

After errors are fixed in a return, you’ll have to tell ProFile that you’re ready to retransmit the file.

• Go to the File menu and select Properties.
• Clear the CRA Errors and MRQ Errors checkboxes, and click OK. You can now resubmit your return.
  
  

Tip: For a comprehensive list of error codes and their corresponding messages, click here for Federal error codes and click here for Revenu Québec error codes.

Stay updated with key articles that provide product and tax information that are useful during the tax season.

• What's New – Release notes about new and updated forms and features in the most recent release.
• Known Issues - Issues and bugs that we are aware of and investigating, along with workarounds to keep you productive.
• What's Fixed - Previous known issues that we've addressed in a recent release.
• News/Alerts - News and alerts that may be of interest, such as extended support hours or notes from the CRA.

To access these pages from within ProFile, go to the Online menu > Update Information, and select the page you want.