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Pro Tax begin a return

Begin a Return

Details tab

The details tab allows users to enter client information and add or remove schedules. (Please note that once a schedule is removed all related forms will be removed as well)

  1. To add a new schedule, from the details tab select ‘Add New Schedule’. A second search window will open. You can select or search for a schedule.
    • select ‘Add’

Preview tab

Review your T2 Corporation Income Tax Return form before filing to the CRA. The preview tab has forms that are identical to the CRA requirements, it also simplifies the auditing process for users.

The Auditor

The Auditor tab, summarizes the potential issues and warnings that may delay the processing of a corporation’s income tax return.

  • Issues and Notices- will guide users through how to fix the error. Issues must be addressed or signed off before you File.
  • Warnings- Should be reviewed. missed information can delay the Canada Revenue Agency process.
    • To sign-off – place a check mark beside each Issue, Warning or Notice


When finished filling out the return, click on “Continue to EFILE” to see the Summary page.