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INTUIT ACCOUNTANT SUITE PRO TAX

Go from books to filed returns

Q: How does the Pro Tax trial work?

To try Pro Tax, you can create up to 7 T1, T2, and T3 returns per firm for at no cost. You only need to subscribe when it comes time to EFILE print or export your return.

Q: Does Pro Tax integrate with other accounting software?

You can use Pro Tax even if your client is not currently using QuickBooks. When you are starting a new return in Pro Tax you have the option to pull data from your Intuit Accountant Suite workpapers, upload a .txt or .gif file (supported by all major year end software) or start a blank return.

Q: Can you Netfile or Web Access Code (WAC) with Pro Tax?

Yes, you can file your T2 Corporate income tax return using a web access code. You won't be able to Netfile with Pro Tax T1 but you can use TurboTax 20 to NetFile. Click here to learn more.

Q: Which software does Pro Tax allow me to carry forward from?

FROM: Carry forward data from ProFile, Taxprep, TaxCycle, Cantax, Turbo Tax Desktop, DT Max. For more on carry forward from other software visit here, for more on Pro Tax T1 and T2 carry forward visit here.TO: ProFile, Taxprep, TaxCycle, Cantax, DT Max, TurboTax Desktop (T1 only)

Pro Tax is a subscription tax tool built right into Intuit Accountant Suite. Go from managing your clients’ books to filing tax returns, all in one place.*

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Accountant meeting with client in warm office

Built for year-end

Fully integrated with your clients' books, with secure auditing and collaboration built in, Pro Tax is your trusted tool for year-end.

Work with a complete suite of tax software

Handle virtually any tax scenario with a tax solution that lets you access, store, and file unlimited forms, slips, and worksheets for English Canada, track inconsistencies with the Active Auditor tool, and benefit from free, year-round expert product support.**

Streamline your workflow

Collect unlimited signatures

File securely and compliantly

Books-to-tax inside one intelligent platform

Pro Tax is the year-end layer of Intuit Accountant Suite. Practice tools, client books, and tax modules — T1, T2, T3, and forms — live in one place, with Intuit Intelligence working across your firm to surface what needs attention. The routine moves faster, so your team can spend less time filing and more time advising clients.

Explore Intuit Accountant Suite

A single, customizable, end-to-end tax solution

Pro Tax is modular to give you the flexibility you need to respond to your clients’ evolving tax requirements.

PRO TAX

T1: Personal

Deliver year-end wins for your individual clients by preparing personal returns enriched by real-time and historical data.

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Online tax preparation dashboard with client worksheet

T2: Corporate

Support your corporate clients with fast and accurate data carryover, built-in auditing functionality, and analysis of 5 years worth of historical returns.

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T3: Trusts

Support your trust clients with automation and customization for expense allocation, and T3 Express auto-populated beneficiary information.

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FX: Forms Expert

Access all the tax forms you need outside Québec, from T4s and T5s to T3010s and T5018s, and go from books to tax with ease with autopopulated data from QuickBooks.

Learn more

Get a free* 30-minute onboarding call

Pro Tax subscribers (including those on a free trial) can talk to an expert to get help with setup, migrating files, and more.

Book a call

Unlock the value of books to tax

Adding Pro Tax means you can move from managing your clients’ books to filing their taxes accurately and effortlessly.

You’ll need to sign up for a free Intuit Accountant Suite account in order to access Pro Tax

Pro Tax T1

Unlimited T1 filings

$725/yr

Québec forms not included

Includes:

Unlimited digital signatures
Auto-fill my return
T1 express data entry

Pro Tax T2

Unlimited T2 filings

$1175/yr

Québec forms not included

Includes:

Unlimited digital signatures
Built-in auditor
Year-over-year carry forward

Pro Tax T3

Unlimited T3 filings

$525/yr

Québec forms not included

Includes:

Unlimited digital signatures
Comprehensive forms available (English only)
File faster with T3 express

Forms Expert (FX)

Unlimited FX filings

$450/yr

Québec forms not included

Top features:

Comprehensive forms and worksheets
Import T4 data from Excel
Charity Returns, T5013, NR4, T4/T4A, and more

T1 & T2 bundle

Unlimited T1 and T2 filings

$1850/yr

Québec forms not included

Includes:

Unlimited digital signatures
Books to tax in one place
Auto-fill my return

T2 & FX bundle

Unlimited T2 and FX filings

$1575/yr

Québec forms not included

Top features:

Unlimited digital signatures
Built-in auditor
Year-over-year carry over

Pro Tax Suite

Unlimited T1, T2, T3, and FX filings

$2725/yr

Québec forms not included

Includes:

All features from T1, T2, T3 and FX modules
Unlimited digital signatures
Built-in auditor

Important offers, pricing details & disclaimers

Need just one filing?

OnePay lets you purchase a single filing when you're ready.

T1: $70/filing

T2: $390/filing

T3: $200/filing

Learn more

OnePay is not available with Forms Expert.

Find the right fit

A Pro Tax specialist can help you map modules and bundles to your client roster — so your firm only pays for what it files.

Call 1-800-250-9845

Mon-Fri, 9 AM to 6 PM ET

Visit our support hub

Find help articles, watch video tutorials, and connect with our online business community.

See resources

Need help signing in?

Here's how your peers are using Pro Tax

“My favourite feature has got to be the auditor. It's super timesaving and allows me to have a work-life balance.”

Dorothy Sela, Director at CFO Inbox

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Interested in learning more about Pro Tax?
Book a call with one of our Pro Tax Specialists.

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Frequently asked questions

How does the Pro Tax trial work?

How are year-end working papers integrated with Pro Tax?

The Workpapers feature in Intuit Accountant Suite is where you can make adjustments in your clients books in preparation for filing. In this feature, you can compare prior and current tax-year data side by side, organize financial statements by adding notes and attachments, and get accounts automatically mapped to GIFI codes. Once everything looks good in Workpapers, you can import your data into Pro Tax with one click to begin your return.

What is included in my Pro Tax subscription?

Pro Tax offers a 12 month subscription from the date of purchase. While subscribed you will have access to:**

Unlimited e-filing
All existing feature and new features as they are released
All supported tax years including the current tax year. Pro Tax T1 supports tax years 2018 onwards and Pro Tax T2 supports tax years 2015 onwards.
Agent support through chat and phone**
Access to our entire library of support articles and videos

Does Pro Tax integrate with other accounting software?

Can you Netfile or Web Access Code (WAC) with Pro Tax?

Which software does Pro Tax allow me to carry forward from?

Important pricing details and product information

Free Assisted Onboarding for Pro Tax

Get started with confidence with a free one-on-one onboarding call. A Pro Tax expert will help you set up features, customize your settings, and more. New user? Connect with an onboarding specialist to get started!

For customer support, reach out to us via 1-800-452-9970.