The forms your firm needs, all in one place

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 by importing T4 data directly from Excel into Pro Tax.

Create slips and summaries for different return types, like T3010, T5018, NR4, T4, T4A, T5, and more.

Speed up reviews with in-workflow auditing that flags potential errors in real time and ranks them by severity.

Jump between linked fields to move quickly across synced returns, forms, and slips.

Store all your forms and PDFs in one place, so they’re there when you need them.

Convert returns into password-protected PDFs to share securely with clients.

Create and customize professional correspondence and engagement letters from a template library, pre-filled with details from client files.

Collect unlimited digital signatures at no additional cost with Intuit Sign for Pro Tax, with timestamps on every signature.

See data update in real time, so you're always analyzing the current picture.

For returns with connected slips, changes apply in real time, cutting manual entry.

Always work from the latest data, with automatic backups keeping your work safe.