Professional Tax Software Training

Training

Boost your skills to use ProFile like a pro

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

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 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.

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.

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.

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.

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.

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 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.

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.

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.

Client Explorer

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.

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.

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.

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 2020-2021 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.

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.

Download the user guide