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Updating T2 returns and form selections after a ProFile update

When a new T2 module is available...

It is necessary to update the T2 return and form selections after a ProFile update to ensure preparers are using the latest version.


Updating T2 Return

1. Update ProFile to the latest version (related article: how to update ProFile).

2. Follow the instructions to update a T2 return from an older module.

Updating T2 Form Selection

1. Open ProFile.

2. Select the “Form Selection…” option from the “Options” drop-down menu in the top toolbar.

The “Form Selection” window displays:

User-added image

3. Select the current module (e.g. “2016-2018”) from the top tab menu:

User-added image

4. Set the option under the “Print Job” drop-down menu to “T2 EFILE”:

User-added image

5. Click the “Carry-forward” button; the previous module year’s selections import into the current module:

User-added image

6. Click the “OK” button. The selections save.

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