Self-employed Books to tax integration for Pro Tax

With the Self-Employed book-to-tax workflow, you can link your accounts to the T2125 SE tax categories and send that data directly to your T1 return. You don't need to switch between systems or move data around.

1. Select Books-to-Tax, then Workpapers.
2. Review or map your accounts to the T2125 tax fields.
3. Review the pre-mapped accounts and apply any necessary changes.
4. View the accounts and amounts to verify by expanding each tax line.
5. Remap accounts as necessary if errors are present.
6. Open Pro Tax.
7. Select Start T1 return from the Options menu.

The inputted data now transitions from Workpapers to Pro Tax.

You can now recreate the return, follow these steps:

1. Verify the client, default dates and return name on the return.
2. Review the tax accounts and codes. If changes are required, return to Workpapers and make the necessary adjustments.

Note: Pro Tax will create a return and automatically populates all the values into the T2125 tax return.

3. File the return, if all data is accurate.