Managing client lists in Pro Tax

Note: Before importing client data, help ensure your client has authorized you as their representative. For more information on how to do this, check out this article.

When you open Pro Tax, all your available tax files are displayed in the Tax returns list. This serves as your primary client list view within the software.

From this list, you can:

• Choose the tax module to see clients for specific tax modules, such as T1 and T2.
• Find a client fast by searching for their name in the search field.
• Filter by tax year to narrow down specific tax years.
• Filter by return status.
• Create a brand new return.

Note: To change client access for your firm, go to the Your team option in the QBOA settings. Once there, you can grant or remove access to each client individually.