Shorten the review process by monitoring any year-over-year changes with the T1 & TP1 Review Worksheets.
Convert and carry forward files
Ensure your returns are accurate by bringing all the applicable fields and balances from last year with the Carry Forward feature.3
You can convert files from:
TurboTaxTM (T1 only),
DT MaxTM (T1, T2),
CantaxTM (T1, T2 & Forms Expert)
TaxprepTM (all modules)
5-Year Tax Summary
Deliver more informed tax advice to your clients by viewing 5 years worth of historical returns while you’re working in a file.
Start planning for next year
The T1/TP1 planner uses next year’s rates to provide a summary of what next year’s tax return will look like.
CRA news and notifications
You’re always kept up to date by notifications in the product about the latest CRA news, form amendments, and product updates.
Communicate and collaborate with clients in ProFile
See the status of your client files at a glance using the document management dashboard (Hub).
Then, send personalized requests to clients for missing documents or information using the user-friendly online portal (Link).
“It’s very cost efficient compared to a lot of other software.”
Accountant Technician, YBL
More features you’ll love
Create & customize
See the potential impact of changes to a return
Use the variance analysis tool to track and evaluate potential changes to a return from last year and/or adjustments to this year so you can plan better.
Focused data monitoring
ProFile monitors several key fields in the client file by default. You can observe the totals for these fields change while working on different forms. Select the fields you want to monitor and watch them change as you work.
ProFile's built-in Active Auditor flags errors, omissions, dates & notices – and compiles them into a list with a detailed explanation of how to correct the problem.
Scroll through the list and then jump to the corresponding form and field. View the Auditor as a summary or focus on a specific type of issue (warnings, memos, etc.).
Smoother reviewing with Review Marks
Flag items in the return as you go with Review Marks. Use standard reviewing and editing marks like partner sign-off, correction required, and question mark.
All marks are recorded within ProFile's Active Auditor, for a smoother review process.
Track the details with tapes and memos.
Memos are great for adding notes and reminders directly in a tax return. Tapes are handy for making and recording quick calculations in a field.
Review them both using the Active Auditor for a final check.
Create & customize
Attach client documents to returns
Attach multiple documents to a form or field of a return using HyperDocs.
Formats include: Excel, Word, PDF, JPEG, and TIFF.
Save time and paper: Email PDF returns
Save some hassle and paper by converting your returns into password-protected PDFs to email them to your clients.
Create professional mailing labels, engagement letters, and general client correspondence with information right from the personal tax return you're working on.
Create and save settings
Create and save customizable settings per computer, per user, or set global settings across a network that everyone can access through ProFile using Options Administration.
It’s ease of use, it’s very user friendly, it’s very flexible, and basically it’s more affordable for my clients.
Bookkeeper & Tax Preparer
During T1 season, the CRA Import does a lot of the heavy lifting for us. We wouldn’t want to move to something else that doesn’t have the integrations that we do. Intuit’s a one stop shop.
DT Max is a registered trademark of Thomson Reuters DT Tax and Accounting Inc. Cantax and Taxprep are registered trademarks of CCH Canadian Ltd. All other trademarks are property of their respective owners.
1. We will pay the interest charged (to the maximum cost of ProFile T1 or ProFile T1/TP1) due to a discrepancy between your client's filed tax return and CRA's assessed amount, provided that the difference was solely a result of the calculation error in the software and not a result of inaccurate data entry or your failure to update ProFile after Intuit announces updates or corrections to ProFile in time for you to file an amended return. Full details appear in the most recent ProFile T1/TP1 software license.
2. Intuit reserves the right to limit the length of a given call or the number of calls from a given customer.
3. T1 carry forward files prepared with ProFile™, Taxprep™, Cantax™ or TurboTax™. T2 and FX carry forward files prepared with ProFile™, Taxprep™ and Cantax™. T3 carry forward files prepared with ProFile™ and Taxprep™.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.