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Year-end Workpapers

Clear and concise data moving into tax.

Man working his laptop with the QuickBooks Online Workpapers screen visible on the monitor

Efficient year-end adjustments and analysis

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Efficient workflow

Work directly in your client’s books without using extra tools. There’s no need to export, you’re only one click away from your workflow.

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Reduce manual entry

GIFI Mapping pre-populates account balances to specific GIFI tax codes and you can make multiple adjustments in the books at once.

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Preserve peace of mind

Your progress is automatically saved and backed up so your numbers are preserved while working in the client’s file.

Simplify your year-end

Document Manager

Get a single place to store and organize the documents you need to complete a client engagement. With everything in one spot, there’s no more transferring files between computers, hard drives, or other software.
Workpapers screen with the Documents tab active, and an accordion below displaying General and Accounts

Pro Tax T2: File corporate returns from QuickBooks

File faster online!

Now there’s a way to file Federal T2 returns directly from QuickBooks Online Accountant. You can go from the Workpapers straight into preparing the return on a Mac or PC.

Core federal forms are available now with additional forms and functionality coming soon!

Pro Tax form under T2 open titled 'Identification'

File tax returns with the tried and true: ProFile

You can export the GIFI codes in Workpapers to ProFile, saving you manual entry and simplifying your workflow. A single install of ProFile gives you access to all years and modules and the real-time auditor highlights potential errors as you work. Other features include:

  • File a group of corporations easily with Corporate Linking
  • CRA tools built in like AFR and ReFILE
  • Switch ProFile between computers using one license
  • Forms for all of Canada 
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Start using QuickBooks Online Accountant today