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hpranjivan
Level 1

how do you keep certain schedules saved so when i open a new t1 return they auto populate in the bar (eg T1 SUMM)

how do you keep certain schedules saved so when i open a new t1 return they auto populate in the bar (eg T1 SUMM)

5 Comments 5
ProFile Duncan
ProFile Team

how do you keep certain schedules saved so when i open a new t1 return they auto populate in the bar (eg T1 SUMM)

Hi, thank you for using Intuit ProFile Community

There is not an option in ProFile to save more than the default tabs for all new or carry forward returns. A file template is a possible solution but may not be the most elegant solution. Find a File template article here. You can also add to the forms tool bar to have needed form readily available.

Hope this helps

ken58
Level 2

how do you keep certain schedules saved so when i open a new t1 return they auto populate in the bar (eg T1 SUMM)

When I am working on a client file, I normally have multiple pages open - T4, T4A, Medical Expenses, etc.  When I close and save that file, and re-open it later, the only pages that are on the bar is the Info, T1 and T4. 

 

This means that I have to go back and re-open each of those pages again if I need to refer to them.

 

Is there a setting that allows the file to be saved and re-opened with multiple forms?

ProFile Duncan
ProFile Team

how do you keep certain schedules saved so when i open a new t1 return they auto populate in the bar (eg T1 SUMM)

Hi, thank you for using Intuit ProFile Community

To have ProFile save the desktop in use, select Save Desktop from the Options > Environment > File tab.

Hope this helps

ken58
Level 2

how do you keep certain schedules saved so when i open a new t1 return they auto populate in the bar (eg T1 SUMM)

I already had that checked, however on some "carry-forward" files, even when I save before closing, they seem to drop many of the open pages.

ken58
Level 2

how do you keep certain schedules saved so when i open a new t1 return they auto populate in the bar (eg T1 SUMM)

Thanks, but it does not help.