About Carry Forward

Carry forward is a ProFile service that allows existing client information from previous year’s returns to be “carried forward” into a new return, saving time and effort for tax preparers. ProFile customers can carry forward the previous year’s ProFile return or a return prepared using a competitor’s product, as well as multiple returns (a “batch”) at one time.

Carry Forward Articles

Batch carry forward files using the Client Explorer Database
Carry forward and Batch carry forward returns using the Classic Database
How to carry forward password-protected returns
How to carry forward RRSP

Competitor Carry Forward Articles

Competitor Carry Forward Information
How to carry forward DT Max Files into ProFile T1 module
How to carry forward DT Max Files into ProFile T2 module
Uncouple and Carry Forward Taxprep Returns in ProFile

Troubleshooting Articles

ProFile is not carrying forward the dependent’s return from Cantax