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Create new T1, T2, T3 and FX returns in Pro Tax

by Intuit Updated 1 year ago

A feature has been added where users can now add a new client more simply and quickly. This new experience will provide Pro Tax users with applicable fields from the QuickBooks Online Accountant experience where our client list sits.

Users can fill in information to complete the QuickBooks Online Accountant client profile, or use the client name to create the client and start preparing their return.

With the introduction of this new experience, only first and last names are mandatory fields, saving the user time if they do not wish to fill out those fields or if the taxpayer does not have an email address, for example.

Managing permissions

This feature is available only to users who have been granted permission through their user profile by the account administrator.

The account administrator can review the level access they wish to grant by navigating to the Team tab in the left navigation pane, selecting the user, and then changing their permissions.

Users can have any level of permissions and are able to add new returns if the Customers and accounts receivable, under Your Firm Books, is set to Yes:

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Add a new client tax return

In Pro Tax, select your module (for example, T1, T2, T3 or FX) and select Create new return.

If you have already have added your client in QuickBooks Online Accountant, you can select their name from the Select a client dropdown menu.

Under the Create new return dropdown, select T1 Personal or T1 Self-employed:

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1. Select the tax year.

2. Under Select a client select + Add new:

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A window displays, prompting you to complete your client’s information.

Note: Only the client name is a mandatory field.

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1. Enter the return name:

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2. Select your data source:

● If you’re creating a new return from a client in QBOA, you may choose Workpapers to import the data from their books to the tax return.
● You can start your return from scratch.

A window displays, prompting you to complete your client’s information.

Note: Only the client name is a mandatory field.

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1. Select the T2 tab and select Create new return:

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2. Enter the Year start, Year end, and Return name values.

Note that Pro Tax will default the year end to a full calendar year. For example, if your start date is January 1st, the year end date will be December 31st.

You can change the year end to match your corporation’s actual date.

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Select your data source.

● If you’re creating a new return from a client in QBOA, you may choose workpapers to import the data from their books to the tax return.
● You can use a GIFI file import from other sources such as QuickBooks Desktop or QBO.
● You can start your return from scratch.

3. Select your client and select + Add new:

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4. Complete only the Customer display name field:

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1. Select the T3 tab.

2. Select Create new return:

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3. Enter the Year start and Year end values.

Note that Pro Tax will default the year end to a full calendar year. For example, if your start date is January 1st, the year end date will be December 31st.

You can change the year end to match your trust’s actual date.

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4. Select the tax year.

5. Under Select a client, select + Add new:

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A window displays, prompting you to complete your client’s information.

Note: Only the client name is a mandatory field.

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1. Select the FX tab.

2. Select Create new:

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3. Select the slip or return to create.

4. Select the taxation year:

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5. Select + Add new:

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A window displays, prompting you to complete your client’s information.

Note: Only the client name is a mandatory field.

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