Pro Tax Trial and Billing

 

 

In this article:
Pro Tax T1

Pro Tax T2

Free trial
Pricing and billing

How to subscribe

How to cancel your subscription

Frequently Asked Questions

 

 

Pro Tax T1

 

Pricing and Billing

Pro Tax T1 is available at a special promotional offer of $450.00/year.

 

Your subscription includes:

  • – Unlimited T1 returns
  • – Unlimited access to all tax years back to 2018
  • – Access for all firm members
  • – Cloud T1 tax preparation
  • – Built-in auditor
  • – CRA Auto-Fill My Return
  • – Express Notice of Assessment
  • – 250+ T1 forms and growing

 

Click here to see the latest updates on Pro Tax

 

Pro Tax T2

Pricing and Billing

Pro Tax T2 is available at a special introductory offer of $700.00/year.

 

Your subscription includes:

  • – Unlimited T2 returns
  • – Access for all firm members
  • – Cloud T2 tax preparation
  • – Built-in auditor
  • – CRA Auto-Fill My Return
  • – Year-over-year carryforward
  • – 200+ T2 forms and growing
  • – GIFI import

 

Click here to see the latest updates on Pro Tax

 

Free trial:

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 T2 returns.
  • – Fill out and edit all created returns.
  • – Use of the auditor.
  • – Estimate tax summary amounts.

 

Restrictions:

  • – Create no more than 7 returns
  • – No T2 EFILE
  • – No PDF export or printing
  • – No export to ProFile

 

 

How to subscribe

 

To subscribe to Pro Tax, you will need a free account with QuickBooks Online Accountant. Sign up for an account here.

 

  1. Sign in to QuickBooks Online Accountant.
  2. Click Pro Tax from the left navigation menu.
  3. Within Pro Tax, click on either:
    1. One of the banners that say subscribe now
    2. The subscribe button from within the Return actions menu when preparing a return.
  4. Follow the billing and payment instructions.

 

 

How to cancel your subscription renewal

 

To cancel subscription renewal:

 

  1. Navigate to the Your account page from the gear menu in QuickBooks Online Accountant.
  2. Click on the Billing details tab.
  3. View and manage your active Pro Tax subscriptions using the action button on the right.

*Note – Cancelling your subscription will cancel renewal for the upcoming subscription renewal. You will have full access to Pro Tax until the current subscription period has ended.

 

 

Frequently Asked Questions

 

Can I get a refund for Pro Tax?

No, Pro Tax subscriptions can only cancel renewal for the following period.

 

If I cancel my subscription, will I lose access to my returns?

No, you will retain access to all created returns for free within Pro Tax.