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justmich
Level 1

Importing new forms to prior periods - T2

I am curious if there is a way to import new tax forms into older versions of ProFile. In this case I am looking to import the Schedule 63 - Farmer Fuel Tax Credit into a 2021 file that does not currently have it. My assumption as to why it is not available is due to the version used.

 

Is there a way that won't require carrying forward/creating an entirely new file? 

7 Comments 7
Mario B
ProFile Team

Importing new forms to prior periods - T2

I think that the form you are looking for is T2043 and T1163

justmich
Level 1

Importing new forms to prior periods - T2

Schedule 63 pertains to corporations on the T2 for the farmer fuel tax credit, this is what I am referring to.

Mario B
ProFile Team

Importing new forms to prior periods - T2

Your T2 2021 is probably onpened in the wrong module , it should be 2021-2023. To fix this, click on File Properties and select Unknown for client status, click ok and save the return, then reopen it, it should open in the right module

justmich
Level 1

Importing new forms to prior periods - T2

Does changing the modules this way work on returns that have already been filed? Attempts tried this way haven’t been successful so far

Mario B
ProFile Team

Importing new forms to prior periods - T2

yes, but make sure to save a copy of your EFILED version in case you need to go back

Mario B
ProFile Team

Importing new forms to prior periods - T2

Mario B
ProFile Team

Importing new forms to prior periods - T2

I guess yuo also need to change the EFILE status to unknown also sometimes