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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

Smiling accountant sitting at desk using QuickBooks Online Accountant on her laptop.

Tackle tax season in Pro Tax

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Full suite offering

With Pro Tax T1, T2, T3, and Forms Expert, you can handle virtually any tax scenario for English Canada.

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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.

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Collaborate in the cloud

Access anywhere there’s WIFI and collaborate with your team in real time. And breathe easy knowing your work is backed up automatically.1

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

See all available forms

QuickBooks Online Accountant dashboards showing a client's T4 worksheet and the T4 import data from excel screen.

Key features

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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.

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Get automatic updates

Do less manual entry and see changes applied in real time for returns with connected slips.

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Create T4 Slips in Excel

Save time by importing client T4 data directly from your Excel files into Pro Tax.

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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.

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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.

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Always up to date

Automatic backups mean you’re always working from the latest version—no need to worry about losing work.

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.

Easily complete forms online

Forms Expert (FX)
  • 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
Try it free

Do more and save more with Pro Tax bundles and suite

T2 & FX bundle
Unlimited T2 and FX filings

Québec forms are not included

You will need a free QuickBooks Online Accountant login to access Pro Tax

Buy now
Unlimited T1, T2, T3, and FX filings

Québec forms are not included

You will need a free QuickBooks Online Accountant login to access Pro Tax

Buy now
Simplify your tax season with Forms Expert (FX)

Start using Pro Tax Forms Expert (FX) today

Get started

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