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QuickBooks Online Accountant Forms Expert (FX)
The tax forms you need, all in one place
Support a wide range of your clients’ needs with a comprehensive suite of forms, worksheets, and information slips.
Connect with us at 1-800-250-9845
Tackle tax season in Pro Tax
Full suite offering
With Pro Tax T1, T2, T3, and Forms Expert, you can handle virtually any tax scenario for English Canada.
Real-time auditor
The built-in Active Auditor classifies mistakes by seriousness for faster reviewing, highlights potential errors in real time, and explains how to correct them.
Control access and permissions
Manage who can access Pro Tax, ensuring enhanced privacy and security for your client files and returns.
Access the forms, slips, and returns you need
These include:
- T3010 Charity Return
- T5018 Statement of Contact Payment
- NR4 Non-Resident Tax Withholding, Remitting, and Reporting
- T4 Statement of Remuneration
- T4A Slip: Statement of Pension, Retirement, Annuity, and Other Income
- T5 Statement of Investment Income
- Map T4 data from Excel to Pro Tax with ease
Focused data monitoring
Pro Tax monitors key fields in the client file. See the totals for these fields change in real-time so you can get to faster insights.
Built-in confidence
The built-in Active Auditor flags errors, omissions, dates & notices – and explains how to correct them.
Create & save settings
Save hassle and paper by converting your returns into password-protected PDFs to email to your clients.
Collaborate with peace of mind
Access anywhere there’s WIFI and collaborate with your team in real time. And breathe easy knowing your work is backed up automatically.1
Professional correspondence
Create professional engagement letters and general client correspondence with information right from the tax return you’re working on.
Key features
Access a comprehensive list of forms
Get or create slips and summaries for different return types, including T3010, T5018, R4, T4, T4A, T5, and more.
Get automatic updates
Do less manual entry and see changes applied in real time for returns with connected slips.
Create T4 Slips in Excel
Save time by importing client T4 data directly from your Excel files into Pro Tax.
Navigate with jump links
In just a click, switch between linked data entry fields so you can easily jump between synced returns, forms, and slips.
Store everything in one place
Add and view forms or PDFs all within one platform, so you can easily find what you need when you need it.
Always up to date
Automatic backups mean you’re always working from the latest version—no need to worry about losing work.
Easily complete forms online
Forms Expert (FX)
Unlimited FX filings
$370/yr
- Comprehensive list of forms and worksheets for English Canada
- Returns, forms, and slips in one central place
- Built-in auditor
- Jump link arrows for data fields
- T3010, T5018, NR4, T4A, T5, and more available
- Easily import T4 data from Excel to Pro Tax
You will need a free QuickBooks Online Accountant login to access Pro Tax
Get started
Québec forms are not included
Do more and save more with Pro Tax bundles and suite
T2 & FX bundle
Unlimited T2 and FX filings
$1350
$1300/yr
- Unlimited digital signatures
- Built-in auditor
- Year-over-year carry forward
You will need a free QuickBooks Online Accountant login to access Pro Tax
Buy now
Québec forms are not included
Suite
Unlimited T1, T2, T3, and FX filings
$2455
$2305/yr
- All features from T1, T2, T3 and FX modules
- Unlimited digital signatures
- Built in auditor
You will need a free QuickBooks Online Accountant login to access Pro Tax
Buy now
Québec forms are not included
Start using Pro Tax Forms Expert (FX) today
Call Sales: 1 855-348-9670
