Join us to learn all the important information needed for a successful year-end in ProFile. 

Earn CPD credits and connect with your peers and the Intuit team. 

Our virtual training sessions are tailored for new tax preparers and experienced tax professionals wanting to sharpen their knowledge of ProFile. These sessions will give you a solid foundation of the software, and help you take advantage of ProFile’s time-saving features.

What you’ll learn:

By the end of the training, you’ll be able to plan, prepare, and EFILE T1 & T2 returns under the most common scenarios.

You’ll do hands-on exercises and go step-by-step through how to prepare and review T1&T2 returns. Each participant will need to download the latest ProFile software with available trial returns on your computer to complete the exercises.

There are 3 different training tracks—New T1 User, Experienced T1 User, and T2 User. You can attend one or all of the trainings available.

Who should attend

• New or recent T1 users
• Experienced T1 users
• New and/or experienced T2 users

What will be covered in each track

New/Recent T1 User

• Key Settings (File Preparer, EFILE, and File Location settings)
• Navigating in ProFile including Forms Toolbar
• Creating or Carrying Forward a T1 file
• Coupled return with dependents (Info Page; Form Explorer, Auditor, Review Marks)
• Principal Residence
• Disseminate & File a T1 (T183, EFILE, e-signature, Print or PDF, Letters template)
• AFR
• Assignment and Q&A

Experienced T1 User

• Becoming more proficient using File templates, Memos & Tapes, File Locking, Invoicing, and more
• T1 Planner
• Client Explorer
• Advanced T1: Optimizing (pension splitting) & self-employed/rental income
• Refile, T1 Adjustment, Snapshot & Variance
• Disclaimers, Smart Copy & HyperDocs
• Understanding Environment Options vs. Environment Module
• Assignment and Q&A

T2 User

• New features available in ProFile
• Navigating in T2
• Where to start – documents required and key forms (Info, S100, S125, S50 & S141)
• Creating a Basic T2 return
• GIFI Import
• T2 AFR
• An introduction to Pro Tax
• Assignment and Q&A

Virtual Training Schedule

T1 New User

• December 1: 12:30 – 3:30 pm EST [English] – Register here
• January 11: 12:30 – 3:30 pm EST [English] – Register here
• January 13: 9:30 am – 12:30 pm EST [French] – Register here

T1 Experienced User

• December 8: 12:30 – 3:30 pm EST [English] – Register here
• January 18: 12:30 – 3:30 pm EST [English] – Register here
• January 20: 9:30 am – 12:30 pm EST [French] – Register here

T2 User

• December 15: 12:30 – 3:30 pm EST [English] – Register here
• January 25: 12:30 – 3:30 pm EST [English] – Register here
• January 27: 9:30 am – 12:30 pm EST [French] – Register here

Speakers

Michael Di Lauro, CPA, CMA

With over twenty-five years of experience running his own CPA firm, Michael Di Lauro now focuses on training and coaching. Over the years, Michael has provided accounting, tax, consulting, and CFO services to a clientele that spans entrepreneurs and government agencies. Today, you’ll find Michael either writing and training, or coaching entrepreneurs and accounting professionals.

Benoît Rose, CPA, GCA

Benoît owned his public accounting firm over the last 10 years doing compilation engagements for small and micro-corporations including corporate and individual tax returns in Québec. Prior to this, he acted as an accounting and finance subject matter expert in the implementation of various ERP systems for large corporations for two major software suppliers. He also held a comptroller position for a large Canadian bakery at the start of his accounting career.