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Use the FX module in Pro Tax

by Intuit•3• Updated 4 weeks ago

Pro Tax has a FX (forms expert) module that lets you file and prepare federal information slips and summaries online. This includes:

  • T4 (Remuneration Paid)
  • T4A (Pension, Retirement, Annuity, and Other Income)
  • T5 (Investment Income)
  • NR4 (Non-Resident Tax Withholding, Remitting, and Reporting)

ProTax includes info returns, like the T3010 Information Return for Registered Charities. For a full list of available forms and slips, go here.

In this article, you'll learn how to:

You can review our video demonstrating the QBOA Pro Tax FX module below:


Some features of the FX module include:

  • Unlimited electronic XML and paper filing
  • File searchability
  • The ability to import your T4 client data directly from your Excel file
  • A Live auditor with all diagnostic messages built in
  • Form search
  • A Quick mode that saves bandwidth and speeds Pro Tax performance
  • All common features available in T1, T2 and T3

Get started

  1. Select Create new.
  2. A window opens prompting you to select which slips or forms you want to complete.
  3. Select your tax year.
  4. Select your client.
  5. Enter a name for your return.

Note: Carryforward is currently not possible in the FX module.

Import T4 data from Excel

  1. Create a new return.
  2. Under Actions, select Import T4.
  3. Choose your file.
  4. Map your own fields based on your Excel file. For example, you may have chosen to use Last Name instead of Surname, or vice versa. You may also leave fields empty if they don't apply to your file.
  5. Select Next.
  6. Confirm that all your slips were imported correctly.

Import returns from ProFile

  1. From the FX dashboard, select Import returns.
  2. Import the returns from ProFile.

Importing from other tax suppliers? Take advantage of our assisted onboarding to help you migrate your files to Pro Tax.

Transmit returns

Once you have completed and reviewed your forms, you are ready to file.

  1. Select Transmit. If applicable, the auditor will inform you of any outstanding messages before you can submit your return.
  2. A window appears allowing you to select the slips you wish to transmit:
    • Original: The first version of the slips sent to the CRA
    • Amended: Subsequent versions of the original slips with corrections
    • Cancelled: Slips already sent that you no longer wish to be processed by the CRA
  3. Select Continue.
  4. The next window gives you a chance to review your transmitter identification. If the information is incorrect, you can make changes in Pro Tax settings.
  5. Select Continue.
  6. Pro Tax builds the XML. A copy of the file is automatically downloaded to your computer.
  7. Select Go to CRA transmission site.

Note: The transmission isn't complete until you follow the instructions on the CRA website. Pro Tax doesn't automatically transmit forms or slips. The CRA says you must use their online portal to sign in with your information and upload the XML file that Pro Tax made.

Transmitter numbers

The CRA has updated transmitter requirements. You should no longer enter a transmitter number in the format of MM followed by 6 digits.

  1. In Pro Tax, open Tax Settings.
  2. Select the T3/FX Transmission tab.
  3. In the Transmitter Number section enter either your trust number, business number or non-resident account number on the corresponding line.

Available FX slips and forms in Pro Tax

You can review our list of slips and forms available for FX in Pro Tax.