Advanced Features for Tax Preparation
Explore advanced features for tax preparation with Intuit ProFile, including creating new returns, managing documents, taking snapshots, and more. Learn how to streamline your tax filing process efficiently.
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Presentation Transcript
Learning about Taxes with Intuit ProFile
Chapter 8 Advanced Features
file template HyperDocs T1PAD In this Chapter
Create new return Enter default data (Province, Elections Canada, etc.) Open default forms (T4, T5, etc.) Save file Enter file name in Module > Templates How to Pages 6-7 file template
a convenient way to attach source documents to a tax file Page 7 hyperdocs 7
HyperDocs management Removing documents Synchronizing Page 8 hyperdocs
snapshot and variance 9 Intuit Confidential and Proprietary
variance how to snapshot prior- year Page 10-13 variance
F4 > T1Pad Select > Yes Click Pay in Full Go to EFILE > EFILE PreAuthorized Debit T1Pad Page 13 t1 pad
