The Forms Expert the experts need

Work with a comprehensive range of forms, worksheets, and information slips to expertly guide your clients through year-end.

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Tackle tax season like a pro

QuickBooks Online Accountant dashboard showing FX information T4 summary.

Support your clients from books to tax

Go from books to tax with your QuickBooks clients, and find the forms you need to support your English Canada clients at tax time.
Create T4 Slips in Excel by importing T4 data directly from Excel files into Pro Tax to save time.
Create slips and summaries for different return types, like T3010, T5018, NR4, T4, T4A, T5, and more.

Features:

English Canada tax forms

Slip and summary creation

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.

NOTE You’ll need to sign up for a free QuickBooks Online Accountant account in order to access Pro Tax.

Forms Expert (FX)

Unlimited T4 filings

$400/yr

Comprehensive forms and worksheets
Import T4 data from Excel
Charity Returns, T5013, NR4, T4/T4A, and more
Québec forms are not included

You need to be in
QuickBooks Online Accountant to purchase Pro Tax

No account? Sign up for free for QuickBooks Online Accountant

T2 & FX bundle

Unlimited T2 and FX filings

$1450

$1400/yr

Unlimited digital signatures
Built-in auditor
Year-over-year carry over
Québec forms are not included

You need to be in
QuickBooks Online Accountant to purchase Pro Tax

No account? Sign up for free for QuickBooks Online Accountant

Pro Tax Suite

Unlimited T1, T2, T3, and FX filings

$2630

$2480/yr

All features from T1, T2, T3 and FX modules
Unlimited digital signatures
Built-in auditor
Québec forms are not included

You need to be in
QuickBooks Online Accountant to purchase Pro Tax

No account? Sign up for free for QuickBooks Online Accountant

Important offers, pricing details and disclaimers

Need just one filing?

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

T1: $60/filing

T2: $345/filing

T3: $180/filing

Learn more

OnePay is not available with Forms Expert.

Get a free 30-minute onboarding call

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

Book your call

Frequently asked questions

Are eFILE numbers mandatory to use Pro Tax for submissions?

Is Pro Tax available in French?

What types of tax returns and forms can I process with Pro Tax?

Is there a feature to help catch and correct errors in tax filings?

How can I access Pro Tax?

Simplify your tax season. Try Forms Expert (FX) for free.

Call 1-800-250-9845

Important offers, pricing details and disclaimers