Need more detailed REFILE instructions

I need to refile a client's return to correct a faulty T4 slip provided by the client. All the relevant criteria are in place (return has been assessed, etc., etc.).

 Profile's instructions begin with:

Open ProFile.
 
Open a T1 return that has already been filed online, and for which a CRA assessment has been received.
 
Save the return as a new file, using the “Save As...” option from the “File” drop-down menu in the top toolbar.  

I have never used the "save as" procedure before and am concerned about exactly what name to use so I can find the new file in the proper place. If the original return is currently filed as Blow,Joe.16T what is the suggested new name so that it can be found in my documents later? 

No answers have been posted

More Actions

People come to ProFile for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach: