I want to enter an additional custom paragraph that is specific to only one client. This is my first year using Profile, in Taxprep there was a specific spot to add a custom pargraph to client letter, is this an option in Profile?

Hate to have to send a separate note with some clients.  Sometimes you might have to specifically tell a client in writing... stop contributing to your RRSP as you have no room.... lol
OR... Your spouse withdrew a spousal RRSP and you are still contributing, therefore you are now paying tax at a higher level tax bracket.  Your best bet is to give her more grocery money, or withdraw from her own RRSP.


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Open the specific client's return in ProFile.  Display the client letter using Form Explorer (Press "F4" function key to display Form Explorer screen, type the form name "Letter" and hit the "Enter" key on the keyboard to display client letter on screen).  Right-click on the letter  text and select "Personalize" to allow addition of a custom paragraph that is specific to only this client.  Finally save the return to save the customized letter.

Hope the above helps.

Thank you.
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