Getting started with Pro Tax

New to Pro Tax? We have a training hub to help you get started.

Below are steps on how to access Pro Tax through Quick Books Online Accountant (QBOA) and Intuit Accountant Suite (IAS):

Accessing Pro Tax via QuickBooks Online Accountant (QBOA)

1. Login to QBOA.
2. Select Pro Tax. It's accessible on the navigation bar, under the heading Your Practice.
3. Hover over and select a module (T1, T2, T3, or FX)
   • By default, if you select Pro Tax, it'll take you directly to the T1 module.

Accessing Pro Tax via Intuit Accountant Suite (IAS)

1. Toggle to and select All Apps.
2. Select Pro Tax.
3. Hover of the specific module you want to work on, for example T1 - Personal.
   • Use the bookmark icon to save this page for quick access later.

Tip: You can also pin Pro Tax to the left navigation bar by choosing Customize and then activating the pin next to Pro Tax.