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Thank you for bringing to our attention the filter functionality issues you're experiencing with Pro Tax T1 built into QuickBooks Online (QBO), Sandra. To help us provide you with the most accurate solution, would you be kind enough to share screenshots highlighting the specific areas where you're encountering these challenges?
As an immediate step, we recommend refreshing your current browser using the refresh option illustrated in the image below:
Should the browser refresh doesn't resolve the issue, we've outlined a basic troubleshooting approach for you:
- Clear your browser's cache and cookies.
- Verify your computer and operating system compatibility with Intuit's system requirements.
- Review and confirm your personal information (phone, email, etc.) in your Intuit Account Manager.
Alternatively, we can proceed with system troubleshooting and see if it could fix the issue.
After following any of these steps, we suggest removing and then reapplying your filters to ensure proper functionality.
For your reference, we've also included the following material to guide you on importing your ProFile returns to QuickBooks Online Accountant Pro Tax efficiently: How to import and export ProFile returns into and out of Pro Tax.
Please feel free to provide any additional details about the filter issues you've encountered. We'll be happy to assist you. Your satisfaction with our software is our top priority.
