For accounting professionals. Not an accountant?
Go from books to tax with your QuickBooks clients, and find the forms you need to support your English Canada clients at tax time.
Convert and carry forward files to ensure more accurate returns, with auto-populated fields and balances.
Use T1 Review Worksheets to shorten your review process by monitoring year-over-year changes.
Reduce manual entry and save time — auto-fill pulls client data from prior T1s into new returns.
Speed up reviews with in-workflow auditing that flags potential errors in real time and ranks them by severity.
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 extra cost with Intuit Sign for Pro Tax, with timestamps on every signature.
Share a consolidated summary of the key personal tax numbers with clients, and store documents in Pro Tax for seven years.
See data update in real time, so you're always analyzing the current picture.
Work from five years of historical returns for more context in your analysis and advice.
Always work from the latest data, with automatic backups keeping your work safe.
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.
Québec forms not included
Québec forms not included
Québec forms not included
Rachel Smith, Bookkeeper, Crystal Beach, ON
Call Sales: 1 855-348-9670
