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Level 3
December 31, 2021
Question

prepare dependent return

  • December 31, 2021
  • 1 reply
  • 3 views

We have used profile for a few years now and have clients that have dependents that can have their own return produced.  Using the taxprep method works but we no longer use taxprep.  For instance, we have a client with children that are in their 20's and have their own lives.  Should we just create a new return using their info or is there a way split the return into individual returns.

 

Dave

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1 reply

Level 11
January 5, 2022

With Profile, you will need to create a new return for the dependant. And that return can be linked to the parent's return. You can link it by doing a right click on the name or SIN of the dependant on the dependant form. If the return of the dependant has not been created yet, doing the right click will give you the option to create a new return for the dependant. Hope that helps!