Offer terms

• ProFile

  *Each ProFile suite purchased includes 1 license. A ProFile license entitles a single user to prepare an unlimited number of tax returns for the current tax year with a valid paid license. Additional user licenses may be added at an additional cost by calling us at 1-844-861-3600. Unlimited number of returns is not applicable for ProFile 20 or OnePay products. Terms, conditions, pricing, features, service and support options are subject to change without notice.

  Free trial: is available for 15 days with a valid product code and license key. Product code & license key will be emailed to the user after the user fills out the trial form.

  Data stored in ProFile during the trial period will not be available after the trial period. After trial period has expired, a full license key (purchased ProFile license) is required to continue using ProFile or E-File. More details about how the ProFile trial download is shown here: https://profile.intuit.ca/download/ Terms, conditions, pricing, features, service and support options are subject to change without notice.

  
  

  QuickBooks Online Accountant Pro Tax

  *ProTax subscription requires an active QuickBooks Online for Accountant (QBOA) account.

  Introductory price: The above stated discount offer applies to your first year annual subscription fee, starting upon sign-up. The annual subscription price excludes HST/GST. Discount does not apply to HST/GST. Offer valid for a limited time only. You must select the Subscribe button within the QuickBooks Online for Accountant Pro Tax tab to subscribe. Upon expiration of your annual subscription term, your account on file will be automatically charged on an annual basis at the then-current fee for the service(s) you’ve selected, until you cancel. If you add or remove services, your services fees will be adjusted accordingly. If you’re not satisfied with Pro Tax for any reason, you can cancel your subscription within the product if you purchased your subscription directly from Intuit. To cancel, navigate to your account page from the gear menu in QuickBooks Online Accountant and click on the Billing details tab. View and manage your active Pro Tax subscriptions using the action button on the right. You’ll have access to your account through the end of your current billing period. Terms, conditions, features, pricing, service and support options are subject to change without notice.

  Free trial: Paid subscription is required to e-file. Terms, conditions, pricing, features, service and support are subject to change without notice.

  Pro Tax is functional as a free trial until purchasing a subscription. Create and edit T2 returns with the following restrictions:

  – Create and edit up to 7 T1 or T2 returns.

  – Fill out and edit all created returns.

  – Use of the auditor.

  – Estimate tax summary amounts.

  Data inputted on QuickBooks Online Accountant Pro Tax will be available for a limited time if on free trial.

  
  

  Features

  
  

  1. Cloud-Based, access anywhere:

  Pro Tax requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended). Data access is subject to cellular/Internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control.

  2. Works on a Mac and PC:

  For ProFile: System requirements can be viewed here: https://profile.intuit.ca/support/system-requirements/

  For Pro Tax: Internet connection required (high-speed connection recommended). Supported browsers: Chrome 41 or later, Firefox 36 or later, Internet Explorer 10 or later, Safari 6.2 or later. Compatible on Mac OS X 10.8 (Mountain Lion), 10.9 (Mavericks), 10.10 (Yosemite), minimun Windows 7 and 8, Chromebooks.

  3. GIFI import:

  The General Index of Financial Information (GIFI) is a comprehensive list of financial statement items where each item has a unique code. It allows a corporation to report its unique combination of accounts to the CRA.

  For ProFile: Instructions for GIFI import is found here: https://quickbooks.intuit.com/content/dam/intuit/profile/intl/en/ca/Profile_User_Guide_2018.pdf

  For Pro Tax: Instructions for Workpapers GIFI Import is here: https://quickbooks.intuit.com/learn-support/en-ca/help-articles/workpapers-gifi-mapping/00/261612

  4. T2 data sync from QuickBooks Online:

  Pro Tax data syncs only if used within QuickBooks Online for Accountant (cloud version).

  5. Carry forward from previous years:

  For Pro Tax: T2 carry forward for the tax year end has to on or after Dec 31, 2016. T1 carryforward from 2019.

  For ProFile: Available from 1997 to current year.

  6. Competitor carryforward:

  For ProFile: T1 carryforward files prepared with ProFile™, Taxprep™, TaxCycle™, Cantax™ or TurboTax™ 2018 versions or newer. T2 and FX carryforward files prepared with ProFile™, Taxprep™ and Cantax™. T3 carryforward files prepared with ProFile™ and Taxprep™ 2018 versions or newer.

  For Pro Tax: T1 and T2 carryforward all years from ProFile (back to tax year 2015). T1 and T2 carryforward from Taxprep™, TaxCycle™, Cantax™ or TurboTax™ 2018 (T1 only) versions or newer back to tax year 2019.

  7. Real-time auditor:

  For ProFile: This is included at no additional cost.

  How does it work? Potential errors are highlighted with a yellow background in real-time.

  • The built-in auditor classifies mistakes by how serious they are for faster reviewing

  • Detailed explanations of how to correct the errors means you’re never in the dark

  For Pro Tax: This is included at no additional cost.

  Errors blocking filing are highlighted with a red background in real-time.

  • The built-in auditor classifies mistakes by how serious they are for faster reviewing

  • Clear explanations of how to make corrections means you’re never in

  8. Free, year-round tech support:

  QuickBooks Online Accountant Pro Tax support is available 9AM - 8PM ET on weekdays. No restrictions on the call - it is based on customer need.

  ProFile support is available 9AM - 6PM ET on weekdays. No restrictions on the call - it is based on customer need.

  9. We will pay the interest charged (to the maximum cost of ProFile T1 or ProFile T1/TP1) due to a discrepancy between your client's filed tax return and CRA's assessed amount, provided that the difference was solely a result of the calculation error in the software and not a result of inaccurate data entry or your failure to update ProFile after Intuit announces updates or corrections to ProFile in time for you to file an amended return. Full details appear in the most recent ProFile T1/TP1 software license.

  Previous year support for T1: 2019 onwards T2: 2015 onwards

  Terms, conditions, pricing, features, service and support options are subject to change without notice.