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Level 1
June 3, 2020
Question

Does Profile working on Scan doc to auto fill into the software like CCH?

  • June 3, 2020
  • 1 reply
  • 6 views

not auto fill from CRA. CCH software CCH Scan allow us to scan all clients' T slips, then automatically fill the T slip info into the software.  We can save the scan T slips on file. Sometimes, CRA may not have the slips processed in their data base, but clients have those hard copies on hand.

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1 reply

Level 2
June 3, 2020

Hello Georgia,


Currently Intuit ProFile does not have the CCH feature which allows for preparers to use scans of documents for autofilling the relevant areas in the tax form. This functionality is being worked on for ProFile, however, there is no current targeted release date for it.