Year-end Workpapers

Q: Does Intuit Accountant Suite have any features that can help with Workpapers?

Yes. You can simplify your year-end accounting with the Workpapers feature. Workpapers gathers and saves the client statements, data, and notes you enter, so you can make your year-end adjustments in one place, and complete corporate tax returns using GIFI codes. Check out the Introducing Workpapers help article to learn more.

Q: How does GIFI mapping work in Workpapers?

You can use the Workpapers Tax Mapping feature in Intuit Accountant Suite to map GIFI codes, edit mappings, or assign GIFI codes to Chart of Account groups. And the feature automatically populates group balances on S100 and S125 of T2 returns or on the T2125 for T1 returns as each GIFI code is assigned.Check out the Workpapers GIFI Mapping help article to learn more.

Q: Can I reconcile accounts in Intuit Accountant Suite?

Yes. You can review and reconcile client accounts seamlessly from anywhere to ensure transactions and amounts match bank and credit card statements.Check out the Learn the Reconcile Workflow in QuickBooks help article to learn more.

Clear, organized data for tax preparation and filing. Learn how to streamline your year-end workflow right in Intuit Accountant Suite.

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Efficient year-end adjustments and analysis

Work efficiently

Work directly in your clients' books without extra tools. There's no need to export—you're only one click away from your workflow.

Reduce manual entry

Use GIFI mapping to pre-populate account balances to either your T2125 or T2 returns, and make multiple adjustments in the books at once.

Preserve peace of mind

Have your progress automatically saved and backed up, so you can work on client files confidently from anywhere.

Manage year-end in one place

One place to store and organize client documents, without the pain of file transfers. Plus, see notifications for any updates to client books, and accept those changes into Workpapers.

Manage documents

One place to store and organize client documents, without the pain of file transfers. Plus, see notifications for any updates to client books, and accept those changes into Workpapers.

Adjust and organize

GIFI mapping & export

Notes, attachments, and notifications

Take year-end from Workpapers to filed

Connect Workpapers with Pro Tax or ProFile to move faster at tax time. Streamline your year-end with Pro Tax, or, on desktop, use GIFI codes to import data into ProFile.

PRO TAX

Work and file online

Move from preparing Workpapers straight to preparing and filing T2125 or T2 returns, with Pro Tax in Intuit Accountant Suite.

Includes all English Canada tax forms

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PROFILE

Desktop returns without data entry

Import T2 GIFI codes to ProFile from Workpapers to cut manual entry, with access to all years and modules, all Canadian tax forms, and a real-time auditor tool.

Includes all Canadian tax forms (including Quebec French forms)

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Frequently asked questions

Does Intuit Accountant Suite have any features that can help with Workpapers?

How does GIFI mapping work in Workpapers?

Can I reconcile accounts in Intuit Accountant Suite?

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