Unlimited electronic filing and preparing of Federal and Quebec information slips, for example, T4/RL1 Statement of Remuneration paid, T4A/RL2 Statement of Pension, Retirement, Annuity, and Other Income; T5/RL3 Statement of Investment Income.
Key Features
Prepare Federal and Quebec information returns such as T5013/TP600 Partnership Information return, T3010/ TP-985.22 Information return for registered charities.
- Switch ProFile between computers using one license at no additional cost
- Simply suspend your licence on your desktop and activate it on a laptop to meet with clients in the field
- Over 130 CRA and provincial forms, T3 tax slips and worksheets
- T3 federal, TP-646 Québec, and other special trust returns
- Business, rental and farming statements: T2125, T776 and T2042 tax forms with integrated asset-tracking and CCA calculations
Eliminate redundant data entry by sharing data between ProFile T1, T2/CO-17 and T3 returns
- Potential errors are highlighted with a yellow background in real-time
- The built-in auditor classifies mistakes by how serious they are for faster reviewing
- Detailed explanations of how to correct the errors means you’re never in the dark
- Manage common tasks for multiple clients in one click and preview details without opening up the return
- Search by client or by situation, create and save custom searches
Eliminate redundant data entry
Once is enough
We understand that T4/T5 are likely not the only returns you file, and having information you’ve included in other returns feed through to the T4/T5 is ideal. To that end, the information from your T1, T2/CO-17, and T3 modules in ProFile will carry across. Less data entry is always a good thing.
Profile is a complete solution for corporate clients that require T4s and T5s.
More features you’ll love
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.
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.).
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.
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.
Attach multiple documents to a form or field of a return using HyperDocs.
Formats include: Excel, Word, PDF, JPEG, and TIFF.
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 customizable settings per computer, per user, or set global settings across a network that everyone can access through ProFile using Options Administration.
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.
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.).
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.
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.
Attach multiple documents to a form or field of a return using HyperDocs.
Formats include: Excel, Word, PDF, JPEG, and TIFF.
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 customizable settings per computer, per user, or set global settings across a network that everyone can access through ProFile using Options Administration.
There isn’t much of anything that we need to get to the CRA that we can’t produce from ProFile.
ProFile has fantastic time saving features.
- 1: Intuit reserves the right to limit the length of a given call or the number of calls from a given customer.
- Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Pricing
