Training

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 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.

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.

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.

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) 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) 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.

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.

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.

Support article coming soon

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.

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.

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 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.