"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.
|Module||Version (Year)||Tax Updates||Bug Fixes||ProFile||TTD||TaxPrep||CanTax||DT Max||TaxCycle|
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).
|T1||Taxprep: 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)
|T2||Taxprep: 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
|T3||Taxprep: 2019.3.0: from 2017 Taxprep .317 and .318 files|
|FX||Taxprep: 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.