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ProFile Help

Using File Templates

ProFile users can use a file template if certain fields contain the same data for all their clients (for example, the same province of residence for every new file).

(Related Article: How to edit a default template)

With a file template, ProFile automatically completes specific fields in new data files according to set specifications. ProFile users build a custom file template with common information, and ProFile bases all new files on that file template.

ProFile users can create a file template for each ProFile module.

ProFile users should consider which forms and what sequence of forms to see when first creating a new file. Open these forms and organize them before you saving a template: ProFile bases all new files on the contents and setup of the saved template file.

Note: when past year files carry forward the information from the previous year will always overwrite any file template data. Using a template with default settings will not cause data loss during carry forward.

Creating a File Template

  1. Create a new tax return.
  2. Enter data into any field on any form. This data can include text fields, dollar amounts, and settings such as marital status, rates, etc.
  3. Open any forms that ProFile should automatically open when creating a new client file based on this template. For example, the user may want the template to open the Info, Carryfwd, Dependant, T1 and provincial tax forms when creating a new file.
  4. Save the file (for example, "T1Template”).
  5. Select the “Module” option from the “Options” drop-down menu in the top toolbar.
  6. Click the “Browse” button beside the “File Template” field; ProFile searches the hard drive for the file.
  7. Save the template into a shared server folder if the template will be shared with other users on a network.

Note: file templates will only affect the primary taxpayer. For both the returns to be affected, a coupled template must be created. If carrying forward a single return with a coupled template, ProFile will not create a spousal return for the single individual.

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