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 introductory offer of free T1 e-filing until December 31, 2019.

Pro Tax T1 will be offered at $500.00/year as of January 1, 2020.

 

Your subscription includes:

  • – Access to Pro Tax T1 for members of your QuickBooks Online Accountant firm.
  • – Unlimited T1 e-filing
  • – Export return to ProFile
  • – Export return to PDF

 

 

Pro Tax T2

Pricing and Billing

Pro Tax T2 is available at a special introductory offer of $585.00/year until September 30, 2019.

Pro Tax T2 will be offered at $700.00/year as of October 1, 2019.

 

Your subscription includes:

  • – Access to Pro Tax T2 for members of your QuickBooks Online Accountant firm.
  • – Unlimited T2 e-filing
  • – Export return to ProFile
  • – Export return to PDF

 

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
  • – 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.