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How to carry forward other supplier files

"Carry forward" refers to the process of importing a return (or a batch of returns) from the previous year.

ProFile allows for the carry forward of other supplier's files, including Cantax, TurboTax, DT Max, TaxCycle and Taxprep tax returns.

ModuleVersion (Year)Tax UpdatesBug FixesProFileTTDTaxPrepCanTaxDT MaxTaxCycle
T1/TP12019YYYYYYYY
T2/CO-172019YYYN/AYYYY
T3/TP6462019YYYN/AYN/AN/AN/A
FX/Q2019YYYN/AYYN/AN/A

Note: ProFile recommends that preparers wait until the fileable release of the ProFile T1 module before carrying forward the majority of files. The first filing release typically has changes to ensure the smoothest and most-complete carry forward of the previous year's files. For T1, this is the R2 release (for example, 2020.2.0).

ModuleVersion Support
T1Taxprep: Supported Taxprep versions include 2019.v1.0, 2019.v2.0, 2019.v3.0, 2019.v4.0, 2019.v4.1, and 2019.v5.0.

Cantax: Cantax versions are supported up to 19.5.303.122.

TaxCycle: T1 module supports T1 2019 files

DT Max version 2019.23.21: T1 supports tax year from 2017 to 2019 (carry forward of Quebec forms is not supported for DT Max)

TurboTax desktop carry forward support beings in ProFile R1 version (for example, 2019.1.0)
T2Taxprep: 2018 V2.0, 2018v2.1, 2019 v1.0, and 2020v1.1

Cantax: 2018.1.307.100, 2018.2.307.126, 2018.2.307.131, 2019.1.307.100, 2019.2.307.106, and 2020.1.307.104


TaxCycle: T2 module supports T2 2016-2019 files


DT Max version 24.15: T2 supports tax year end from 2019-2021

T3Taxprep: 2019.3.0: from 2017 Taxprep .317 and .318 files
FXTaxprep: 2018v1, 2018 v2, 2018 v3, 2018v4

Cantax: 2018 v1, 2018v2, 2018v3, 2018v4

Note:Remove any existing password protection on the other supplier file prior to undertaking carry forward into ProFile.

Review our dedicated support article for full carry forward details for TaxCycle.

Review our dedicatedsupport article for full details on how to carry forward DTMax files to ProFile.

Note: Remove any existing password protection on the supplier file prior to undertaking carry forward into ProFile.

1. Select the Carry Forward? option from the File drop-down menu.

The Carry forward file window displays.

2. In the Files of type: field, select the type of file to carry forward (for example "ProFile T1 (.18T)"):

L9x5B1YRO_1.JPG

3. In the "Look in" field, select folder location of the return to carry forward:

L9x5B1YRO_2.JPG

4. Select the individual return to carry forward from the list of returns (for example "Hunter, Jack, 18T"):

L9x5B1YRO_3.JPG

5. Select the "Carry Forward" button:

L9x5B1YRO_4.JPG

Note: remove any existing password protection on the supplier file prior to undertaking carry forward into ProFile.

  1. Select the Carry forward option under the File top toolbar menu.
  2. Use the Client Explorer to import multiple tax returns at once.
  1. Select the Module option from the Options drop-down menu in the top toolbar menu.
  2. Select the appropriate tax year for the module (for example, “2018 T1/TP1”).
  3. Select the General tab.
  4. Select the appropriate options from the Carry forward files section of the General tab.
  5. Click the OK button.

Related Information:

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