Getting started in the FX module in ProFile

The QuickStart displays automatically when starting ProFile.

Each available module occupies a tab along the top of the QuickStart menu and features a small black arrow that expands to list display previous tax years:

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1. Select the appropriate tax year under the “FX/Q” tab.

2. Click the “Create a new…” link in the QuickStart menu.

A new FX file opens.

Using the Active Auditor in ProFile

Profile’s Active Auditor displays messages that relate to the data file. These include passive audit messages, notices, processing errors, overridden fields, fields that have memos attached, fields with review marks, and EFILE-related messages.

Error messages or errors that may restrict processing the return display in red text.

Accessing the Active Auditor

The Active Auditor is accessed two ways:

  • select the “Active Auditor” icon in the top toolbar menu L3CkiKkDf_6.JPG
  • right-click on any form and select the option “Show Auditor” from the menu

Selecting Active Auditor options

Note: setting the Active Auditor options in one location applies the settings for all modules.

1. Open ProFile.

2. Select “Environment…” from the “Options” drop-down menu in the top toolbar.

3. Select the “Audit” tab; the audit options window displays:

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Each section of the audit options window has pre-set default selections.

Note: modules may display different tabs in the Active Auditor based on the nature of the module itself, rather than settings.

“Preferences” settings

The “Preferences” section of the “Audit” tab includes settings that affect the display of warnings.

Note: ProFile recommends the “Show Auditor Tabs” option be selected to provide the clearest feedback and indication of errors on forms.

“Summary Tab Includes” settings

The “Summary Tab Includes” section of the “Audit” tab includes options that display in the auditor toolbar. Each of the selected options displays related errors in the corresponding Active Auditor tab.

“Prevent Filing” settings

The “Prevent Filing” section of the “Audit” tab includes options that halt the filing of the form. Errors created by the violation of these options must be cleared before filing can take place.

“Remove Audit Messages” settings

The “Remove Audit Messages” section of the “Audit” tab includes options as to who can remove errors in the Active Auditor for a form.

Note: Profile recommends one or both options be selected; otherwise error messages in the Active Auditor cannot be cleared to allow filing.

Clearing Active Auditor messages

Error messages display as red text in the Active Auditor tabs:

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1. Double-click on an error warning in the tab.

The error circles in red on the form:

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2. Resolve the error; the specific error in the tab details the issue.

In some cases, the error – as identified by ProFile – may actually be acceptable to the preparer and/or the client. For example, an RRSP amount may be acceptable but ProFile suggests the amount is outside the range expected by CRA and determines it to be an “error”.

In such cases the individual selected in the “Remove Audit Messages” section of the “Audit” tab can “sign-off’, or approve, the “error”.

Attaching Tapes in ProFile

Using ProFile, preparers can attach tapes to field. The “Attach Tape” feature functions much like an adding machine that performs and records calculations.

Tape options are managed in the “Options” -> “Environment…” -> “Edit” tab in ProFile.

1. Open a file in ProFile.

2. Select a field to attach a tape.

3. Right-click and select the “Attach Tape” option from the menu.

The “Tape” window displays:

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4. Enter a description (for example, “Shirts”) into the left-side field of the table. Enter a value (for example, “$500.00”) into the right-side field of the table:

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5. Press the <Tab> key to cycle through the fields and start a new row.

6. Press the <Enter> key; the total is calculated and inserted into the selected field on the form.

The background color of the field changes to green when a field has a tape
attached:

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Note: Only the sum of a tape - not individual entry details - are printed or transmitted with the tax return data. The details and descriptions are for preparer reference only.

Clearing an Attached Tape

1. Open the file with the attached tape in ProFile.

2. Select the field from which an attached tape is to be cleared.

3. Right-click and select the “Attach Tape” option from the menu.

The “Tape” window displays.

4. Click the “Clear” button; the tape clears.

5. Click the “OK” button; the window closes and the tape clears from the field. 

Copying a Tape from One Field to Another

1. Open the file with the attached tape in ProFile.

2. Select the field with a tape attached.

3. Right-click and select the “Copy Memo/Tape” option from the menu.

4. Select the destination field for the copied tape.

5. Right-click the destination field and select the “Paste Memo/Tape” option from the menu.

The tape attaches to the destination field.

Note: when pasting a tape to a destination field, the value of the destination field will be set to the total in the tape. If that destination field is also a calculated field, ProFile sets the override flag on that field.

Attaching Memos in ProFile

Preparers can attach memos to fields on all ProFile forms. Memos are short notes and reminders, akin to paper “sticky notes”. Memos are useful for leaving notes or reminders for partners or reviewers to read.

Note: memos do not print or transmit over the Internet with a tax return file or affect the calculation of a return.

Memo text displays in a pop-up window when hovering the mouse over a field with a memo.

Fields with attached memos also appear in the “Memo and “Summary” tabs in the Active Auditor.

Attaching a memo

1. Right-click in a field and select the “Attach memo” option from the menu.

The “Memo” window displays:

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2. Enter the memo content into the text field in the “Memo” window.

3. Click the “OK” button.

The memo attaches. The color background of the field changes to green:

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Clearing a memo

1. Right-click in a memo field and select the “Attach memo” option from the menu.

2. Click the “Clear” button.

3. Click the “OK” button.

The memo text clears from the form field.

Attaching HyperDocs in ProFile

ProFile’s “HyperDocs” feature allows multiple documents in any format to attach to a form or field in a return.

Note: HyperDocs are stored with the preparer files but are not included with T1 EFILE or TP1 NETFILE transmissions.

1. Open a form in ProFile.

2. Select the field to attach a HyperDoc.

3. Select the “HyperDocs…” option from the “File” drop-down menu in the top toolbar.

The “HyperDocs” window displays:

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4. Click the “add” button in the top-right corner of the window:

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5. Navigate to the location of the document to attach.

6. Select the document and click the “OK” button.

The options window displays:

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7. Select one of the options presented:

  • “Embedded” documents open in “read-only” state and cannot be edited in ProFile
  • “Linked” documents open from the source and can be edited in ProFile; any changes are saved in the source document in the file location

8. Click the “OK” button; the document attaches to the field as a HyperDoc.

The field displays in green color, indicating the HyperDoc attachment:

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Detaching HyperDocs from a field

1. Right-click on the field with the attached HyperDoc.

2. Select the “Detach HyperDoc” option from the menu.

The document detaches and the field restores to its default color.

Note: the document remains attached to the form but is not linked to a specific field:

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Removing HyperDocs from a form

1. Select the “Hyperdocs…” option from the “File” drop-down menu in the top toolbar.

The “HyperDocs” window displays.

2. Select the document from the HyperDoc list of attached documents.

The red “X” logo in the top-right corner activates.

3. Click the red “X” logo.

4. Click the “Yes” button to confirm the removal of the document.

The document detaches from the form.

Entering data on T4, T4A and T5 slips

To enter data on these slips, open the ProFile Detail worksheet that corresponds to the slips you are entering. For example, enter all T5 slip data on T5Details. Data flows from the Details form to the corresponding slip and summary that filed with CRA.

Information that identifies the payer flows to the summaries and slips from the FX Info form (when it is complete). There is a checkbox at the bottom of the Info form where you can prevent the automatic flow if you prefer to enter this data directly on a summary. If you do that, identifying information will still flow from the slips to the summary.

  1. Enter slip amounts on the Details forms in ProFile (for example, T5Detail).
  2. If ProFile has calculated adjustments on T4 slips, the adjusted amount displays at the bottom of the T4 detail entry.
  3. Data flows from the Detail worksheets to the slips and the summary forms (for example, T5Slip and T5Sum). You cannot enter data directly on the slips. All the slip fields are non-edit (green text) fields.
  4. The summary form totals amounts from all the slips. You can override amounts on the summary if necessary.

Use the slips sidebar column to the left of the Detail worksheet to browse through the slip recipients. You can sort recipient information by clicking on the sidebar column headings. You can also look through the slips using the horizontal scroll bar at the top of the Edit window.

Creating an FX file from a T1 or T2 return

Right-click on a T1 or T2 tax return file and select “Create FX” to transfer identifying information into a new FX file. ProFile transfers identifying information from the tax return to the information fields of the FX file (on the Info form), saving data entry time.

Alternately, create a new FX file by selecting select “File” -> “Import”. This option is useful if data was previously entered into an FX file and it is necessary to refresh the info from a T1 or T2 return.

Note that this is a one-time data transfer. If data is changed on the T1 or T2 and changes need to be reflected in the FX file, open the FX file and select “File” -> “Import”.

This feature is available only to users who have valid licenses for ProFile FX and ProFile T2.