Be prepared for tax season. Get the knowledge you need to succeed and help your clients prosper.
If you are a seasoned ProFile user and know how to navigate the basic features but would like more training on how to leverage more advanced features, then this session is for you.
Here is an overview of what you will learn:
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ProFile’s new 2017 features, including: Link and Hub, Corporate Linking, CRA Auto-fill my return (AFR), T1 ReFile
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How to complete commonly-used T1 forms including Rental income, Family Linking, Medical form, RRSP
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How to adjust a T2 return and import T2 data from software such as QuickBooks Online
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How to customize templates
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Overview of T3 and FX
Agenda:
8:30am – 9:00am Registration and coffee/tea
9:00am – 12:00pm Completing commonly used forms
12:00pm – 1:00pm Lunch provided
1:00pm – 4:00pm Advanced features and an overview of T3 and FX
A morning and afternoon break will be included.
Meet our ProFile Trainers:
This year’s sessions will be delivered by one of the following trainers: Michael Ford, CPA (CMA), Michael Di Lauro,CPA (CMA), Tracy Lampron, CPB and Tiffany Stewart, CPA (CMA). In Montreal, we are also offering ProFile training in French, which will be delivered by Sylvianne Lanthier, Adm. A. Our trainers bring a wealth of ProFile experience and knowledge and will incorporate scenario-based learning in the sessions to help guide you through.
This is a high demand event with limited spots, so make sure to save your spot right away! Register now for only $49 + tax. (Lunch Included)
If you are unable to attend, please cancel at least 1 business day prior to your session to receive a refund.
What to know before you attend:
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In order to maximize the learning experience bringing a laptop is recommended
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Install ProFile before the workshop
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Visit our Download Page to download a copy of ProFile
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A copy of the ProFile Comprehensive guide will be provided to attendees in the session
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Attendees will receive 6 CPD credits