The Pro Tax QuickBar search box allows users to save time and effort by quickly finding and accessing Pro Tax actions and forms, making this the fastest way to prepare a return. You will see suggested results grouped by category as you search and can launch any action from the QuickBar, creating a simplified Pro Tax workflow.
QuickBar actions in Pro Tax
There are many actions available in the search bar including, but not limited to:
Access the QuickBar search box
- Open QuickBooks Online Accountant.
- Create a new return or select an existing T1 or T2 return.
- Click inside the QuickBar search box in the top-left corner.
- Enter the search term in the search bar (for example “add forms”).