How to personalize ProFile settings

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

Select the “Environment…” option from the “Options” drop-down menu in ProFile:

Navigate through the presented tabs:

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…” option from the “Options” drop-down menu in the toolbar.

2. Select the “File” tab in the “Environment Options” window.

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

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

3. Click the “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. Click the “show path” button:

The “Browse” window explorer displays:

3. Select a new location from the “Browse” window; click the “OK” button.

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

1. Select the “Module…” option from the “Options” drop-down menu in the top toolbar.

2. Each module tab includes an active “down” arrow; click the arrow to display the available tax years for the module display:

Using Tabs

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

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”.