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 another vendor's product, as well as multiple returns (a “batch”) at one time.

Carry forward Articles

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

Carry forward other vendor files

How to carry forward other vendor files
Uncouple and Carry Forward Taxprep Returns in ProFile

Troubleshooting

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