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

Forum|Forum|5 years ago
February 11, 2021
1 reply
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ProFile (Canada)

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P

Pro4

Level 8

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

K

ken58

Level 4

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?

P

Pro4

Level 8

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

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