For older returns I use Intuit ProFile. I have used this app since 2000 for the 1999 tax year. I switched to TaxCycle in 2017 for T1 2016.
Many of ProFile’s short cuts are like TaxCycle.
TaxCycle is far more powerful and easier to maintain than ProFile. However this is the closest fit and still my second choice after TaxCycle. I have used TaxPrep, Visual Tax, CanTax, Dr Tax, and consumer level tax prep apps.
I found that I had a huge learning curve with the ProFile options module when reinstalling on new computers or on wiped and reinstalled drives. So, it is really worthwhile to take notes and screen shots for your set-up, configuration options, and custom templates.
To make migration easier in ProFile I used custom folders for the following:
This saved enormous amounts of time in migrating from one computer to another.
Other considers and traps to watch out for include the following:-
Nul port contention between the ProFile print driver, OneNote, and Intuit QB Desktop print driver. Sometimes you need to reset the ProFile printer driver to another port. This may be solved in the current edition. It was a recurring issue from 2003 to 2015.
Losing the ProFile print driver when updating MS Windows. I can’t remember how to spell the driver requirement. Something like Amyuni. Anyway each edition requires a specific version of the driver and only a developer can get under the covers to help you reset this. This was a problem when loading multiple versions of Quickbooks with ProFile already installed. QBDT overrode the default Axxxx driver to an earlier version. It was a known problem which I encountered several times when in the mid 2010’s when upgrading systems and installing earlier versions of apps with older ones already installed. Now I have a spare PC which runs old apps and doesn’t interfere with new ones.
ProFile folder naming. I tweaked these extensively over the years.
Custom print sets. Best to keep notes and screen shots. They don’t carry over across years or on reinstall.
Custom database search. Best to keep notes and screen shots. They don’t carry over across years or on reinstall.