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
- Create a new tax return.
- Enter data into any field on any form. This data can include text fields, dollar amounts, and settings such as marital status, rates, etc.
- 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.
- Save the file (for example, "T1Template”).
- Select the “Module” option from the “Options” drop-down menu in the top toolbar.
- Click the “Browse” button beside the “File Template” field; ProFile searches the hard drive for the file.
- 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.