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Streamline your year-end
Simplify your year-end workflow
Efficient workflow. Accurate data.
With client data already in QuickBooks, you can get started on year-end preparation faster. Plus, a single source of data means there’s less room for error.
The link between books and tax
Make adjustments, add attachments, notes, gifi mappings, and create custom financial statements in Workpapers. Get easy access to the tools you need for your engagements.
File faster online
Transition seamlessly from Workpapers into Pro Tax where you can EFILE T1 and T2 tax returns. It’s built right into QuickBooks Online Accountant.
See how it works
All the nuts and bolts
Accounting software designed to make your work easier
Manage your clients’ books in QuickBooks Online Accountant. Connect bank feeds, attach receipts to transactions, and set rules to automatically categorize business expenses. Use the month-end review feature to ensure nothing gets missed throughout the year.
QuickBooks Online Accountant makes it easy to keep the books clean year-round, so you have accurate data moving into tax.
Everything from files, to cloud links in one place
The Document Manager in Workpapers is the single place to attach, collect, and organize all of the documents associated with a client engagement. No more transferring files back-and-forth between various computers, drives, or other software.
Efficient year-end adjustments and analysis
Eliminate the need to export data by comparing prior and current tax-year data side by side. Then record new activity in a separate Adjusting Entries field, which captures your changes directly to the books while preserving Workpapers data.
Custom reporting in just a few steps
With Groupings & Statements in Workpapers, you can group accounts using simple drag-and-drop to make your own custom reports, and attach a reference code or leadsheet to ensure a proper compliant paper trail. Plus, everything is automatically saved for you to use next year.
Save time, reduce errors, and optimize your year-end report process
Export editable reports from Workpapers. Generate a detailed financial statement that includes the Notice to Reader (NTR), balance sheet, and an income statement based on your groupings.
No need to export data
Once your books are ready, your data moves seamlessly into Pro Tax where you can EFILE T1 and T2 returns. Pro Tax is powered by the same technology as Intuit's desktop professional tax software, but it's built right into QuickBooks Online Accountant to give you a more streamlined year-end.
An easy backup of all your work
With the Workpapers’ Download to Zip feature, one click allows you to download attachments, notes, reports, PDFs, tax mapping and links associated with your client’s file. It's a simple way to backup your work and great for showing your paper trail during practice audits.
Make year-end more efficient, start today
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Frequently Asked Questions
Workpapers is best suited for compilation/notice to reader engagements. That’s because some of the higher level assurance engagements (review/audit) need extra schedules, notes, and or compliance items that exist outside the QuickBooks Online Accountant ecosystem. While CaseWare might be better suited for review and audit engagements, the streamlined cloud-based ecosystem of QuickBooks Online Accountant Workpapers allows for everything to be in one place.
With Workpapers, you can easily review and re-assign GIFI tax codes. When you’re ready, you can export a standard GIFI file to Pro Tax, ProFile, Excel or any other tax software.
Your clients do not have access to Workpapers and cannot access any of the work you perform in Workpapers. However, the adjustments you make to the books are live so there is no need to make a separate transaction.
Changes can be made to the books, however all changes show up in the Workpapers area to be accepted or declined. There is also a lock feature that can be activated that restricts users from making changes to the books - unless a password is provided.
All of the financial statements, notes, attached files, tax mappings, and gifi exports are eligible for download in one click using the Download to zip feature. It’s great for archiving - especially if you no longer have ties to your client.
Pro Tax T1 is available at a special introductory price of $450.00/year (regular $500/year). Pro Tax T2 is available at a special introductory price of $700.00/year (regular $875/year). Your subscription includes unlimited e-filing4.
You can try Pro Tax T1 and T2 for free. To access your free trial, log into QuickBooks Online Accountant and navigate to the Pro Tax tab. You can create and edit up to 7 T1 or T2 returns. A paid subscription is required to e-file.
1. Pro Tax 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 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.
2. QuickBooks Online Accountant Sign Up:
Free subscription to QuickBooks Online Accountant is available for a limited time only. To be eligible for this offer you must be an active, licensed public accountant. Intuit reserves the right to cancel at any time any and all licenses that are not compliant with Intuit eligibility requirements. Terms, conditions, availability, pricing, features, service and support options are subject to change without notice.
QuickBooks Online Accountant support is available 9AM - 8PM ET on weekdays. No restrictions on the call - it is based on customer need.
Chat support is available 8AM - 9PM ET on weekdays and 9AM - 6PM ET on Saturday.
4. ProTax subscription:
A subscription to Pro Tax requires an active QuickBooks Online for Accountant (QBOA) account.
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.
Cancelling your Pro Tax Subscription:
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. Customers who opt out of their subscriptions are not entitled to a refund. You will have access to a “read-only” data version until the end of your billing period. You will not have access to the EFILE service unless you resubscribe at the full annual pricing.
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. Terms, conditions, features, pricing, service and support options are subject to change without notice.
5. Forms available:
Pro Tax has all of the T1 and T2 English Canada forms found in Intuit's ProFile tax software. Québec forms are not supported in Pro Tax at this time.