"Carry forward" refers to the process of importing a return (or a batch of returns) from the previous year.

ProFile allows for the carry forward of other vendor's files, including Cantax, TurboTax, DT Max, TaxCycle and Taxprep tax returns.

Module Version (Year) Functionality Included
Tax Updates Bug Fixes Carry forwards to ProFile
ProFile TTD TaxPrep CanTax DTMax TaxCycle
T1/TP1 2019 Y Y Y Y Y Y Y Y
T2/CO-17 2019 Y Y Y n/a Y Y Y Y
T3/TP646 2018 Y Y Y n/a Y n/a n/a n/a
FX/Q 2019 Y Y Y n/a Y Y n/a n/a

Note: ProFile recommends that preparers wait until the fileable release of the ProFile T1 module before carrying forward the majority of files. The first filing release typically has changes to ensure the smoothest and most-complete carry forward of the previous year's files. For T1, this is the R2 release (for example, 2019.2.0).

Vendor software version support
Module Version Support
T1 Taxprep: 2018.v1.0, 2018.v2.0, 2018.v3.0, 2018.v4.0, and 2018.v5.0.
Cantax: 2018.1.303.100, 2018.2.303.113, 2018.4.303.120, and 2018.5.303.126TaxCycle: T1 module supports T1 2018 filesDTMax version 2018.22.30: T1 supports tax year from 2015 to 2019Note: TurboTax desktop carry forward support beings in ProFile R1 version (for example, 2019.1.0)
T2 Taxprep: 2018 V2.0, 2018v2.1, 2019 v1.0

Cantax: (2018.1.307.100, 2018.2.307.126, 2018.2.307.131, 2019.1.307.100)

TaxCycle: T2 module supports T2 2016-2019 files

DTMax version 2018.22.30: T2 supports tax year end from 2016 to 2019

T3 Taxprep: 2019.3.0: from 2017 Taxprep .317 and .318 files
FX Taxprep: 2018v1, 2018 v2, 2018 v3, 2018v4

Cantax: 2018 v1, 2018v2, 2018v3, 2018v4

To carry forward TaxCycle files

Note: remove any existing password protection on the other vendor file prior to undertaking carry forward into ProFile.

Review our dedicated support article for full carry forward details for TaxCycle.

To carry forward Cantax or Taxprep Files

Note: remove any existing password protection on the vendor file prior to undertaking carry forward into ProFile.

1. Select the Carry Forward? option from the File drop-down menu.

The Carry forward file window displays.

2. In the Files of type: field, select the type of file to carry forward (for example "ProFile T1 (.18T)"):

L9x5B1YRO_1.JPG

3. In the "Look in" field, select folder location of the return to carry forward:

L9x5B1YRO_2.JPG

4. Select the individual return to carry forward from the list of returns (for example "Hunter, Jack, 18T"):

L9x5B1YRO_3.JPG

5. Select the "Carry Forward" button:

L9x5B1YRO_4.JPG

To batch carry forward Cantax or Taxprep files

Note: remove any existing password protection on the vendor file prior to undertaking carry forward into ProFile.

  1. Select the Carry forward option under the File top toolbar menu.
  2. Use the Client Explorer to import multiple tax returns at once.

Configuring preferences for carry forward

  1. Select the Module option from the Options drop-down menu in the top toolbar menu.
  2. Select the appropriate tax year for the module (for example, “2018 T1/TP1”).
  3. Select the General tab.
  4. Select the appropriate options from the Carry forward files section of the General tab.
  5. Click the OK button.