Carry forward refers to the process of importing a return (or a batch of returns) from the previous year.
ProFile allows for the carry forward of other supplier's files, including Cantax, TurboTax, DT Max, TaxCycle and Taxprep tax returns.
Note: ProFile recommends that preparers wait until the fileable release of the ProFile T1 module before carrying forward the majority of files. The first filing release typically has changes to ensure the smoothest and most-complete carry forward of the previous year's files. For T1, this is the R2 release (for example, 2020.2.0).
|T1||Taxprep: Up to version 2020.v5.0 (iFirm is currently not supported.)|
Cantax: Cantax versions are supported up to 20.5.303.121.TaxCycle: T1 module supports T1 2020 files
DT Max version 2020 v24.30: T1 supports tax year from 2017 to 2019 (carry forward of Quebec forms is not supported for DT Max)TurboTax desktop carry forward support begins in ProFile R1 version (for example, 2019.1.0)
|T2||Taxprep: 2018 V2.0, 2018v2.1, 2019 v1.0, 2020v1.1 and 2021v1.0 (iFirm is currently not supported.)|
Cantax: 2018.1.307.100, 2018.2.307.126, 2018.2.307.131, 2019.1.307.100, 2019.2.307.106, 2020.1.307.104 and 2021.1.307.100
TaxCycle: T2 module supports T2 2016-2021 files
DT Max version 24.30: T2 supports tax year end from 2019-2021
|T3||Taxprep: 2021.v3.0 is the latest version supported. (iFirm is currently not supported.)|
|FX||Taxprep: 2020 v1, 2020 v2, 2020 v3, 2020 v4 (iFirm is currently not supported.)|
Cantax: 2020 v1, 2020 v2, 2020 v3, 2020 v4
Note: Remove any existing password protection on the other supplier file prior to undertaking carry forward into ProFile.
Review our dedicated support article for full carry forward details for TaxCycle.