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Create new returns in Pro Tax T2

SOLVEDby QuickBooksUpdated over 1 year ago

Pro Tax is a cloud-based professional tax solution built into QuickBooks Online Accountant. Accounting professionals can prepare, review, and EFILE their T2 returns with accuracy and confidence.

Create new returns

Log into QuickBooks Online Accountant to begin your T2 tax workflow.

Create new return from the Pro Tax menu

  1. Select Pro Tax from the Your Practice section of the main navigation.
  2. Select the T2 tab and Create new return.
  3. Enter your tax year.
  4. Select or add a client. You can add a new client by typing in their name and email address in the open field.
  5. Create a name for your return (a default name is provided).
  6. Select Continue.

You will be presented with the T2 forms and schedules where you can enter your client's business information. Pro Tax has both a working view and a CRA form preview.

Create new returns from client list

  1. Start a new return from the Client list.
  2. Navigate to your client list.
  3. Under ACTIONS, select Create tax return to start a new return.
  4. Follow the steps to create a new return.

Opening existing or previous return

  1. Under TAX RETURNS select the disclosure triangle to view previous returns.
  2. Select the previous return to open.

Tax line focus

When you hover over the fields, they highlight in grey to allow focus on the field that's being worked on through the mouse hover, and tabbing making it easier to focus on the area of use

Paper Filing

Users can now paper file T2 tax returns with Pro Tax when the return cannot be electronically transmitted.

Using the Auditor tab

The Auditor tab summarizes potential issues and warnings that may delay the processing of a personal tax return:

Issues and Notices guides users through fixing errors. Issues must be addressed or signed off before filing.
Warnings should be reviewed, as missed information can delay the Canada Revenue Agency process

Place a check mark beside each Issue or Warning or Notice to sign-off.

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