Where is the ‘Save’ button?
Data entered in the QBTax feature will automatically save.
Does the information captured in QBOA flow through to the schedules in the T2 returns? For instance, does depreciation in QBOA flow to the S100 and then to the S8 in QBTax?
Yes, users must use Workpapers in QBOA to map the data, and then pull it into QuickBooks Tax when creating a new tax return.
Can I use my web access code to file my taxes instead of an Efile number and password?
No, only EFILE is supported at this time.
Will the EFILE number and password pre-populate for each company filing?
It will not be saved in QBTax but users can modify their browser settings ie Chrome and Safari to auto fill, or other password manager programs that are standard on web browsers.
Can administrators modify user access for filing the T2 Corp tax?
Not at this time, any user that has access to the particular client file can file the return.
Where can I find the EFILE confirmation number? Can it be printed or emailed to my customer?
The confirmation number is displayed immediately after filing. The information can also be referenced on the ‘Tax Returns’ tab within your clients file.
Is there a report that shows my EFILE status and confirmation number?
Yes, the EFILE status can be viewed on the “Tax Returns” tab within your clients file.