My client passed away last month. When can I carry forward his T1 2017 file to work on his 2018 final return?


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Hi Louis, the 2018 module will not be ready to be filed to CRA until it's certified next year (likely around February). If you need to submit this return right away, please do the following:

1. Go to File > Save As
2. Under the File Name, change the name of the return, eg: Doe, John-final return.17T
3. Save

This will provide you with a copy of the return so that the original remains intact. 

4. On the Info page:  
Under Type of Return (almost at the end of the form), select 2018 from the drop down menu: Use rates for tax year
If applicable, you may also select 'Yes' to the question Is this an Early Filed or Elective deceased return? (under the Filing section).

If you choose Early filed, you will have to paper file the return.


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Fab | Support Specialist, Intuit ProFile Canada
Intuit | Power Prosperity™

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