Year-end Workpapers

Clear and concise data to help you fly through tax prep and filing. Learn how to streamline your year-end workflow right in QuickBooks

Books to Tax Workpapers screen in Pro Tax showing tax year balances for this and previous year, as well as year over year change and adjusting entries.

Efficient year-end adjustments and analysis

Work efficiently

Work directly in your clients’ books without using 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 specific GIFI tax codes 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.

Simplify your year-end

QuickBooks Workpapers Dashboard for Tax Year 2025

Get a single place to store and organize client documents and avoid the pains of file transfers. Plus, see notifications for any updates to client books, and accept those changes into Workpapers.

Computer screen showing an accountant's view of a client's Workpapers for the 2025 tax year

Compare prior and current tax-year data side by side, record new activity in a separate field to capture changes in books while preserving Workpapers, arrange accounts into groups for simplified reports while preparing financial statements, add notes, attachments and reference codes to customize reports, and export to Excel.

Computer screen showing the GIFI mapping feature under the books to tax action dropdown menu

Easily review and re-assign GIFI tax codes. When you’re ready, you can export to ProFile, Excel, and other tax software. And export everything with one click for practice review or archival.

Computer screen showing the "add note" feature of Workpapers

Add accountant-level notes and attachments for each account directly in Workpapers. This gives you a clear record of changes and an easy-to-follow paper trail for future reference.

At year-end, pros leave it to the Pros

Integrating Workpapers with Pro Tax or ProFile means you can work smarter and faster at tax time. Streamline your year-end with Pro Tax, or, if you're on desktop, use GIFI codes to transfer data and save time.

QuickBooks Online Accountant dashboard showing a client’s T2 return.

Work and file online, simple

Move seamlessly from preparing Workpapers to preparing and filing T2 returns with QuickBooks Online Accountant and Pro Tax T2 integration.

Includes all English Canada tax forms

Visit Pro Tax

Frequently asked questions

Does QuickBooks Online Accountant have any features that can help with Workpapers?

How does GIFI mapping work in Workpapers?

Can I reconcile workflows in QuickBooks Online Accountant?

Start using QuickBooks Online Accountant today

Important pricing details and product information