How do a I change a dependant's return to be part of a family return.

In other words, the dependant's return is presently being saved seperately from the family return.  I would like to have it be included in the family return option in order to transfer credits.

Answer

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Tp create a link, the SIN (or the dependant's first name and birth date) on the Personal Information worksheet in a dependant's file must match data on the Dependant worksheet in the file of the supporting taxpayer.

Family linking optimizes transfer credits between data files for members of a family. If you are completing both taxpayer and dependant returns, ProFile can share data between those files.

Follow the steps below to see how family linking works:

Open or create a file that requires dependant information. To watch the transfer most easily, close the spouse return if the file is coupled.
Open or create a file for a dependant of this taxpayer.
Note: You can right-click on a completed dependant column in the taxpayer file to create a new file for that dependant.
From the Window menu or using the toolbar button, select Tile horizontally to display the two files together, one above the other. You do not have to tile windows to link files, but this feature will allow you to watch the results.
In the dependant file, open the Personal Information worksheet (Info).
In the file of the supporting taxpayer, open the Dependant worksheet.
When the dependant's SIN (or name and birth date) match in both the dependant and taxpayer files, linking occurs. You can drag-and-drop these details if you haven't already entered them on both forms. Transferred amounts appear immediately, and in purple.


Enter all dependant information directly on the Dependant worksheet for the supporting taxpayer. There is no limit to the number of dependants you can include.
If the dependant has credits that are not needed to reduce taxable income to nil, ProFile automatically transfers eligible amounts to the tax return of the supporting taxpayer or spouse (as needed). Amounts not required by the taxpayer or spouse transfer back to carry forward in the dependant's return.
Once you enter dependant information on the taxpayer's Dependant form, ProFile provides a right-click option to create a tax return file for that dependant. Alternately, if you open files already created for the members of a family, you can link these from the Dependant form in the taxpayer's file by selecting the SIN of the dependant using the drop-down list.
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