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2016 PreVersion is live!

9/24/2016

 
Version: 2016.0.5 is ready for download!
Did you know that 2016 preversion is here? Download the current update today and go on a hunt for some new features. 😁
Full Info Here

Tips Tuesday #5

2/23/2016

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Important news and alerts

2/22/2016

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News & Alerts
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Known Issues in ProFile

2/22/2016

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Known Issues
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What was fixed in recent ProFile releases

2/22/2016

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Whats Fixed
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Important Announcement: Auto-fill my return now available!

2/16/2016

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Improved Feature: Auto-fill my return for Tax Year 2015 View online
 
 
 
Intuit ProFile
 
#1 best-selling professional tax preparation software in Canada†
 
 
 
 
Auto-fill my return is now available!
 
 
 
Intuit Profile
 
Save time and avoid manual entry with the CRA's improved Auto-fill my return feature – now giving you access to even more data.
 
  Watch the Video
 
 
 
 
We're pleased to announce that the CRA's expanded Auto-fill my return feature (formerly known as Tax Data Delivery) is now available through ProFile. Auto-fill my return saves you time by importing accurate client data from the CRA directly into ProFile – eliminating manual entry.

Now you can import more data, including T4RSP, T4RIF, T5007, T3, T5, T5008, and RRSP receipts. For a full list of client information available through the CRA, visit our support site.

We know you'll find this feature useful – thanks again for being our customer.
 
 
 
 
 
 
  How to use Auto-fill my return
 
 
To import data for a single T1 return:
 
1. Through ProFile, go to File > Import CRA Data
2. Sign in to Represent a Client
3. Select and Accept the client data you would like to import
 
More detailed instructions can be found here.
 
 
 
 
† Based on July 2015 Canadian Market Survey.

PRIVACY POLICY NOTICE: You are receiving this message as a service to Intuit Canada Customers. Please visit our website for more information on the Intuit Canada privacy page. If you prefer not to receive email offers from Intuit Canada, please unsubscribe online or write us at: Intuit Canada Limited, c/o Privacy Officer at the address shown below.

© 2016 Intuit Canada ULC. All rights reserved. Intuit, the Intuit logo, ProFile, and the ProFile logo, among others, are registered trademarks of Intuit Inc. in the United States and other countries.

This email was sent by: Intuit Canada ULC, 5100 Spectrum Way, Mississauga, ON, L4W 5S2, Canada
  INTUIT ACCOUNTANTS
 
                                           
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Tips Tuesday #5

2/16/2016

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ProFile's Tips Tuesday: Week 5 View online
 
 
 
inTuiT ProFile
 
#1 best-selling professional tax preparation software in Canada†
 
 
Learn Something new with ProFile! | TIPS TUESDAY | WEEK 5
 
 
It's Week 5 of ProFile's Tips Tuesday! This week, it's all about EFILE. Learn how to save time with Auto-fill my return, see how to EFILE, and even print your EFILE reports to PDF.
 
Lemme see the tips!
 
 
   
 
WEEK
5
 
 
 
  Here's what we'll cover in Week 5:
 
 
 
 
1. Import CRA data into T1 returns (video). The "Auto-fill my return" feature saves you time by importing client data from the CRA directly into ProFile – eliminating manual entry... ➤ play the video

2. How to EFILE returns. New to EFILE or have new staff? We'll guide you through registration for EFILE as well as how to EFILE returns... read now

3. Print EFILE reports to PDF (T1). You can print reports on the results of an EFILE transmission as a PDF file... read now
 
 
 
† Based on July 2015 Canadian Market Survey.

PRIVACY POLICY NOTICE: You are receiving this message as a service to Intuit Canada Customers. Please visit our website for more information on the Intuit Canada privacy page. If you prefer not to receive email offers from Intuit Canada, please unsubscribe online or write us at: Intuit Canada Limited, c/o Privacy Officer at the address shown below.

© 2016 Intuit Canada ULC. All rights reserved. Intuit, the Intuit logo, ProFile, and the ProFile logo, among others, are registered trademarks of Intuit Inc. in the United States and other countries.

This email was sent by: Intuit Canada ULC, 5100 Spectrum Way, Mississauga, ON, L4W 5S2, Canada
  inTuiT ACCOUNTANTS
 
                                           
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​New! QuickBooks Online Trial Balance Data Import

2/11/2016

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With the R3.0 release, comes...
​New! QuickBooks Online Trial Balance Data Import

Using ProFile’s Excel GIFI Import template, you can easily assign GIFI codes to your trial balance accounts and import directly into ProFile’s Schedule 100 and 125 forms.
To get started, click here! 

*Our own review will be coming shortly, stay tuned!
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Tips Tuesday #4

2/9/2016

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ProFile's Tips Tuesday: Week 4 View online
 
 
 
inTuiT ProFile
 
#1 best-selling professional tax preparation software in Canada†
 
 
Learn Something new with ProFile! | TIPS TUESDAY | WEEK 4
 
 
Welcome to Week 4 of ProFile's Tips Tuesday! This week, we're explaining the meaning of colour codes, how to override field formats, and even how to create mailing labels.
 
I want to see the tips!
 
 
   
 
WEEK
4
 
 
 
  Here's what's in store for Week 4:
 
 
 
 
1. Fields in forms: The rainbow connection. ProFile colours amounts and fields depending on their status. Here's what those colours mean... read now

2. Overriding the format of a field. For certain fields, ProFile restricts the format of information that you enter, such as postal codes. You can override the format of these fields... read now

3. Mailing Labels (video). Learn how to set up and print mailing labels...
➤ play the video
 
 
 
† Based on July 2015 Canadian Market Survey.

PRIVACY POLICY NOTICE: You are receiving this message as a service to Intuit Canada Customers. Please visit our website for more information on the Intuit Canada privacy page. If you prefer not to receive email offers from Intuit Canada, please unsubscribe online or write us at: Intuit Canada Limited, c/o Privacy Officer at the address shown below.

© 2016 Intuit Canada ULC. All rights reserved. Intuit, the Intuit logo, ProFile, and the ProFile logo, among others, are registered trademarks of Intuit Inc. in the United States and other countries.

This email was sent by: Intuit Canada ULC, 5100 Spectrum Way, Mississauga, ON, L4W 5S2, Canada
  inTuiT ACCOUNTANTS
 
                                           
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Intuit ProFile Tour, closes with a great success!

2/6/2016

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Thank you all again, for making this tour a great success!

Shout out to the ones behind the scenes Scott and Marisa from Intuit.

Keep an eye out in the future, we may do it again?
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Tips Tuesday #3

2/2/2016

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ProFile's Tips Tuesday: Week 3 View online
 
 
 
inTuiT ProFile
 
#1 best-selling professional tax preparation software in Canada†
 
 
Learn Something new with ProFile! | TIPS TUESDAY | WEEK 3
 
 
It's Week 3 of ProFile's Tips Tuesday – save time by learning how to find your way around ProFile's form sets more easily, and see how to save a view.
 
Let's get started!
 
 
   
 
WEEK
3
 
 
 
  In Week 3, we'll cover:
 
 
 
 
1. There are lots of forms! Where do I start? 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... read now

2. Find a specific form in a return. Use the Search box in the toolbar, or use the Form Explorer (press F4) to quickly find a specific form... read now

3. Saving a view (video). Learn how to filter and save a view in ProFile using Client Explorer... ➤ play the video
 
 
 
† Based on July 2015 Canadian Market Survey.

PRIVACY POLICY NOTICE: You are receiving this message as a service to Intuit Canada Customers. Please visit our website for more information on the Intuit Canada privacy page. If you prefer not to receive email offers from Intuit Canada, please unsubscribe online or write us at: Intuit Canada Limited, c/o Privacy Officer at the address shown below.

© 2016 Intuit Canada ULC. All rights reserved. Intuit, the Intuit logo, ProFile, and the ProFile logo, among others, are registered trademarks of Intuit Inc. in the United States and other countries.

This email was sent by: Intuit Canada ULC, 5100 Spectrum Way, Mississauga, ON, L4W 5S2, Canada
  inTuiT ACCOUNTANTS
 
                                           
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Tips Tuesday #2

1/26/2016

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ProFile's Tips Tuesday: Week 2 View online
 
 
 
inTuiT ProFile
 
#1 best-selling professional tax preparation software in Canada†
 
 
Learn Something new with ProFile! WEEK 2 | TIPS TUESDAY
 
 
It's week 2 of ProFile's Tips Tuesday! This week, learn about managing your returns, working on multiple monitors, and carrying information forward from 2014 to 2015.
 
Show me the tips!
 
 
   
 
WEEK
2
 
 
  This week, we'll cover:
 
 
 
 
1. Manage and organize client returns. The Client Explorer and Classic Database lets you manage your clients returns the way that works best for you... read now

2. Working with multiple monitors. 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... read now

3. Carry forward (video). Learn how to use the Client Explorer tool to carry information forward from 2014 to 2015... ➤ play the video
 
 
 
† Based on July 2015 Canadian Market Survey.

PRIVACY POLICY NOTICE: You are receiving this message as a service to Intuit Canada Customers. Please visit our website for more information on the Intuit Canada privacy page. If you prefer not to receive email offers from Intuit Canada, please unsubscribe online or write us at: Intuit Canada Limited, c/o Privacy Officer at the address shown below.

© 2016 Intuit Canada ULC. All rights reserved. Intuit, the Intuit logo, ProFile, and the ProFile logo, among others, are registered trademarks of Intuit Inc. in the United States and other countries.

This email was sent by: Intuit Canada ULC, 5100 Spectrum Way, Mississauga, ON, L4W 5S2, Canada
  inTuiT ACCOUNTANTS
 
                                           
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What to expect from ProFile this tax season with Graham Sharples

1/21/2016

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New video: What to expect from ProFile this tax season. View online
 
spacer
 
 
Intuit Profile
 
#1 best-selling professional tax preparation software in Canada†
 
 
What to expect from ProFile this tax season. – With Graham Sharples, Senior Product Manager, ProFile – Watch the Video
What to expect from ProFile this tax season. – With Graham Sharples, Senior Product Manager, ProFile – Watch the Video
 
 
 
It's a new year, and that means tax season is just around the corner. We're excited to share with you some time-saving enhancements that you'll be seeing in ProFile this year. In this new video, Graham Sharples explains what we have in store for you this tax season and beyond. Watch the video
 
 
Get ready for the season – renew ProFile today!
Get ready for the season – renew ProFile today!
 
There's not much time left to get ready for the tax season. Most ProFile customers have already renewed their license and have the latest release. Get ready – renew today.
 
Renew ProFile Now
 
Or call 1-800-452-9970
 
 
† Based on July 2015 Canadian Market Survey.

PRIVACY POLICY NOTICE: You are receiving this message as a service to Intuit Canada Customers. Please visit our website for more information on the Intuit Canada privacy page. If you prefer not to receive email offers from Intuit Canada, please unsubscribe online or write us at: Intuit Canada Limited, c/o Privacy Officer at the address shown below.

© 2016 Intuit Canada ULC. All rights reserved. Intuit, the Intuit logo, ProFile, and the ProFile logo, among others, are registered trademarks of Intuit Inc. in the United States and other countries.

This email was sent by: Intuit Canada ULC, 5100 Spectrum Way, Mississauga, ON, L4W 5S2, Canada.
  Intuit Accountants
 
                                                           
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Tips Tuesday

1/19/2016

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Learn something new with ProFile's Tips Tuesday! View online
 
 
 
inTuiT ProFile
 
#1 best-selling professional tax preparation software in Canada†
 
 
Learn Something new with ProFile! | TIPS TUESDAY
 
 
Welcome to Week 1 of ProFile's Tips Tuesday! This is the first in a series of emails that highlight some of the great features ProFile has to offer, and describes how to use them in a straightforward, bite-sized way. Grow your ProFile knowledge and increase your productivity with these time-saving tips.
 
Yes, I wanna see 'em!
 
 
   
 
WEEK
1
 
 
  This week, we'll cover:
 
 
 
 
1. Setting up ProFile options for multiple users. Use ProFile's Options Administration features to configure settings for multiple users. You can save user-specific ProFile options and settings... read now

2. Customizing the Audit feature. Customize ProFile's Audit feature to create your own review process! The Auditor displays diagnostic (audit) messages that help reduce errors and oversights in your client files... read now

3. Making your ProFile Environment your own. ProFile's Environment Options lets you configure general editing, display, file management, office, system, and audit features... read now
 
 
 
† Based on July 2015 Canadian Market Survey.

PRIVACY POLICY NOTICE: You are receiving this message as a service to Intuit Canada Customers. Please visit our website for more information on the Intuit Canada privacy page. If you prefer not to receive email offers from Intuit Canada, please unsubscribe online or write us at: Intuit Canada Limited, c/o Privacy Officer at the address shown below.

© 2016 Intuit Canada ULC. All rights reserved. Intuit, the Intuit logo, ProFile, and the ProFile logo, among others, are registered trademarks of Intuit Inc. in the United States and other countries.

This email was sent by: Intuit Canada ULC, 5100 Spectrum Way, Mississauga, ON, L4W 5S2, Canada
  inTuiT ACCOUNTANTS
 
                                           
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From the desk of Graham...

12/15/2015

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​​​New ProFile version now available – Release 2.0 for Tax Year 2015

 
December 2015
 
The new ProFile release, version 2015.2.0, is now available! 

The highlights of this release include:
 
•ProFile T1: First authorized paper filing release of ProFile T1 2015
Important: Some forms are still in draft format. They will display a DRAFT watermark when printed. If you need these forms, you'll need to wait until they are certified in an upcoming release to complete those returns. Your ability to complete paper returns that do not rely on the draft forms is unaffected.
•ProFile T1: Batch carry forward is now available
•ProFile FX/Q: Slips updated – NR4, T4, T4A, T4A-NR, T4PS, T5, T5008, T5018, RL1, RL2, RL3, RL8, RL24, RL25 and RL30
 
Our Automatic Check for Updates feature (Options > Environment > System)ensures that you have the latest ProFile version throughout the year. If this feature is turned off, to download this release, open ProFile and select Online > Check for Updates. 

For a list of issues fixed in the current and recent releases, see What was fixed in recent ProFile releases.
 
News for Windows® Vista & Windows Server® 2008 users:
 
The Canada Revenue Agency (CRA) will be implementing a security update prior to tax season, which will require Transport Layer Security (TLS) 1.2 to be enabled on your system. Please note that TLS 1.2 is not available for Windows Vista and Windows Server 2008. Therefore, neither one of these operating systems can be used to access CRA online services such as EFILE/NETFILE. As a result, if you intend to use EFILE or NETFILE, it is recommended that you update your Operating System to Windows 7 or higher. 

Get ready for tax season with these training resources:

•Introduction to ProFile – perfect for getting seasonal employees up and running.
•ProFile for Power Users – great if you want to develop advanced skills and discover time-saving tips.
•For additional training resources, please visit our training page.
 
Thank you for choosing ProFile. If you have any questions, please call us at 1-800-452-9970 or visit profile.intuit.ca. 

Sincerely,
 
 
Graham Sharples
Senior ProFile Product Manager
Intuit Canada

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    Authors

    -Michael Ford
    ​-Intuit ProFile Support Staff

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