2020-06-04 12:55:43 Pro Accounting English Improve your workflow and help your team be more productive with QuickBooks Online Accountant Workpapers Document Manager and Pro Tax Print. https://quickbooks.intuit.com/ca/resources/ca_qrc/uploads/2019/11/year-end-accounting-books.jpeg https://quickbooks.intuit.com/ca/resources/pro-accounting/new-feature-workpapers-pro-tax/ New Features in QuickBooks Online Accountant Workpapers & Pro Tax

New Features in QuickBooks Online Accountant Workpapers & Pro Tax

1 min read

Improve your workflow and help your team be more productive during tax season with these latest updates in QuickBooks Online Accountant Workpapers and Pro Tax.


Introducing: Engagement Document Manager for Workpapers

In a nutshell: QuickBooks Online Accountant users now have access to unlimited cloud-based file storage within Workpapers. Accounting professionals can use this new feature to collect, store, and collaborate with their teammates on important documents that lead up to the client’s fiscal year end.

Gone are the days of transferring files back-and-forth between various computers, drives, or proprietary software packages. The new Documents tab in Workpapers gives accountants and bookkeepers convenient access to file storage, within QuickBooks Online Accountant.

We’re dedicated to building the best solution for compilation engagements, one that saves your firm time and resources. To learn more about how Engagement Document Manager works, check out this help article.


Introducing: Pro Tax Print

In a nutshell: Our print options in Pro Tax just got better. Print and export return PDFs the way you want them no matter if you are sending them to clients, the CRA or just archiving them for safe keeping.

Pro Tax Print gives you complete control over which forms in a return are sent to print, saving precious time and resources. Password protect your PDFs to ensure your work and customizations are not changed.

Check out this help article for a detailed explanation on how this new feature works.


Join us for a webinar to learn more

Learn how to file T2s online with Pro Tax
Wednesday, June 17, 2020 | 2:30 PM EDT

Compilation Engagements In QuickBooks
Friday, June 26, 2020 | 2:00 PM EDT

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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