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ProFile Help
Intuit

How to personalize ProFile settings

ProFile users can set options that include – but are not limited to – directory settings, preparer information, auditor messages, and more.

ProFile users can set options for their ProFile working environment. This includes PDF settings, form settings, reminders, security, and more.

Select Environment from the Options drop-down menu in ProFile

Navigate through the presented tabs

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Edit tab

The Edit tab includes options for common tasks, such as allowing predictive typing, date stamping, SIN validation, and capitalization.

Display tab

The Display tab includes options for the display of ProFile, including font scaling, tab icons, and page breaks.

File tab

The File tab includes options for setting file directories, managing recently used files, and auto-saving files.

 Preparer tab

The Preparer tab allows preparers to insert their personal and firm information, including RepID, Group ID, and initials.

Discounter tab

The Discounter tab allows a discounter to insert their personal and firm information, including “Discounter Registration Number”.

Trustee tab

The Trustee tab allows trustees to insert their personal and firm information.

Audit tab

The Audit tab allows preparers set audit and/or error styles, as well as establish standards to prevent a return from being prematurely filed. System tab The System tab includes options for setting shared folders, checking for software updates, and utilizing online features.

PDF tab

The PDF tab allows preparers specify PDF characteristics for printed returns, PDF archive directories, and PDF security.

ProFile users can set where their client’s returns are stored. The file path can be changed or locked to prevent deletion or copying.

Managing file paths

1. Select the Environment from the Options drop-down menu in the toolbar.

2. Select File in the Environment Options window.

Files paths display under the “File Directories” section of the window:

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Files in the file path display in the corresponding directory in Explorer.

3. Select Lock checkbox to lock the file path; the lock feature will default back to this file directory but can be changed even when locked.

Changing file path

1. Click on the file directory to change.

2. Select show path

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The Browse window explorer displays

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3. Select a new location from the Browse window, and select OK

ProFile users can set options for each tax module (for example, T1, T2, etc.) for which they are preparing returns.

1. Select Module from the Options drop-down menu in the top toolbar.

2. Each module tab includes an active down arrow; select the arrow to display the available tax years for the module display

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Using Tabs

Many options can be set and modified using tabs under the Module Options menu:

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General tab

The General tab includes options for carry-forward, individual forms, access, and more.

Data Locking tab

The Data Locking tab allows preparers to set the criteria for locking a file. For instance, if the file carries forward or is transmitted.

Variance tab

The Variance tab allows the setting of the Minimum Variance, using the criteria of Dollar and/or Percentage.

Disclaimer tab

The Disclaimer tab includes the option to include a standard disclaimer on all prepared forms.

T1/TP1 Review tab

The T1/TP1 Review tab allows the setting of the Variance Thresholds, using the criteria of Dollar and/or Percentage.

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