Exploring Advanced Tax Features with Intuit ProFile

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Learn about the advanced features of Intuit ProFile for managing taxes effectively, including creating new returns, utilizing HyperDocs for document management, handling snapshots and variances, and receiving Express Notices of Assessment. Dive into tax management with this comprehensive tool.

  • Tax Management
  • Intuit ProFile
  • Advanced Features
  • Document Management
  • Taxes

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Presentation Transcript


  1. Learning about Taxes with Intuit ProFile

  2. Chapter 8 Advanced Features

  3. templates

  4. Create new return Enter default data (Province, Elections Canada, etc.) Open default forms (T4, T5, etc.) Save file Enter file name in Module > Templates Page 5 file template

  5. HyperDocs

  6. a convenient way to attach source documents to a tax file Page 7 hyperdocs

  7. HyperDocs management Removing documents Synchronizing Page 8 hyperdocs

  8. snapshot and variance 9 Intuit Confidential and Proprietary

  9. snapshot prior-year variance Page 10-13 variance

  10. F4 > T1Pad Select > Yes Click Pay in Full Go to EFILE > EFILE PreAuthorized Debit Page 13 t1 pad

  11. Express Notice of Assessment Page 14 Express NoA

  12. End

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