Accountant T2 Pro Tax corporate returns in QuickBooks Online Accountant

This article covers the following information:

Table of contents:

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Access tax returns in QuickBooks Online Accountant

Select Pro Tax from the main navigation menu and then select T2.

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Export from QuickBooks Online to GIFI file

1. Go to the Workpapers section for your client's books.
2. Check the Working Trial Balance and the GIFI Mapping to help ensure that all the work is completed. Any unassigned codes can be done under the GIFI mapping section.
3. To assign GIFI Codes, review the list and select Assign GIFI Codes.
4. A row will appear below the line you want to map. Pick the GIFI code from the list.
5. When you're done, select Save GIFI code in the upper-right corner. This saves the info in a GIFI file.
6. Open a tax return, or open the one you want to import the GIFI codes into.

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Create a return (GIFI file)

1. Now that the GIFI code is mapped, select Create New Return.
2. Select the data source. The available options are:
   • QuickBooks Online Accountant client Workpapers with completed GIFI Mapping.
   • External source. The preferred formats are .gfi or .txt files.
   • A blank return can also be generated for manual entry.
3. Choose the client file, name the return, and then select Continue.

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Begin the return

Forms

The Forms tab is where you enter info, and add or remove schedules. Keep in mind that if you remove a schedule, all the related forms go with it.

Note: Select Data input to enter data. Select PDF form to view it as a CRA form.

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Add a new form

Select Add new form or letter to search for a schedule. Next, scroll over the schedule and select Add.

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Use the Auditor

The Auditor tab shows potential issues and warnings that could delay processing a corporation's tax return.

• Issues and Notices will guide users through how to fix the error.
• Warnings show missed info that may slow down the CRA process.
• Sign-offs displays all the issues and warnings that have been reviewed and signed off. To sign off, place a check mark beside each Issue, Warning or Notice.

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File the return

Note: To make sure you enter the EFILE password correctly and avoid mistakes, a new CRA rule requires customers to enter their password twice.

1. Use the EFILE dropdown in the top-right to file the return.
2. Enter your EFILE Number and Password or Web Access Code.

Note: To obtain a Web Access Code (WAC) you'll need your business's latest Notice of Assessment (NOA) or Reassessment (NOR). If you're filing for the first time, contact the CRA help desk for a WAC, as it's not available through Pro Tax.

3. Once the summary has been reviewed, select the checkbox "I have received or will receive a signed T183 from [COMPANY].

Note: If there are outstanding issues or warnings you can do further editing or proceed:

• Filing Confirmation: customers receive a prompt, stating that the return has been filed successfully. Options are available to email, download, or print the confirmation.
• Rejected Returns: The system informs customers of any rejections along with the associated CRA error code.
• Tax Returns: can also be viewed on the Pro Tax tab in the main client screen.

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Frequently Asked Questions

Where is the Save option?

Data entered in the Pro Tax feature will automatically save.

Does the info in QuickBooks Online Accountant show up on the T2 return schedules?

Yes. Users must map the data in QuickBooks Workpapers. Then, pull it into ProTax to create a tax return. S8 can't be completed by Workpapers, so users need to fill it out.

Can I use my Web Access Code to file my taxes instead of an EFILE number, and password?

No, only EFILE is supported at this time.

Will the EFILE number and password pre-populate for each company filing?

This won't be saved in ProTax, but you can modify your browser settings in Chrome or Safari to autofill. You can also use password manager programs that come standard on web browsers.

Can administrators modify user access for filing the T2 Corp tax?

Not at this time. Any user that has access to the particular client file can fie the return

Where can I find the EFILE confirmation number? Can it be printed or emailed to my customer?

The confirmation number is displayed immediately after filing. The information can also be referenced on the Tax Returns tab within your clients file.

Is there a report that shows my EFILE status and confirmation number?

Yes, the EFILE status can be viewed on the Tax Returns tab within your clients file.

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