File Templates Make Customization Easy
One way to further customize ProFile® is through file templates, which can be set up when certain fields contain the same data for your clients.
If you do not find an option for automatically completing a specific field (on the Options > Module dialog box), you can create a file template by following this process:
- Create a new tax return.
- Enter data into any field on any form.
- Open any forms that you want ProFile to open automatically when you create a new client file that is based on this file template.
- Save the file name.
- Go to the Options menu and select Module.
- Click the Browse button beside the File Template field, search and select the file name on your hard drive.
- Click OK.
ProFile will use the default settings in this template file whenever you create a new file of the same type, so be sure to consider which forms (and what sequence of forms) you want to see when you create a new file. For instance, if most of your clients reside in Saskatchewan you can save time by creating a template file where the province of residence is set to Saskatchewan.
Note: When you carry forward past year files, information from the previous year will always overwrite any file template data. Using a template with default settings will not cause data loss during this process.
Save time on your returns this tax season when you use file templates.