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QuickBooks Online Accountant left navigation panel changes for Pro Tax

by Intuit Updated 1 year ago

We’ve made changes to the left pane menu to consolidate options and offers you faster navigation to the tools you need from QuickBooks Online, giving easier access to QuickBooks Online Accountant Pro Tax.

If you are in your QuickBooks Online Accountant client, you can access Pro Tax directly from Books to Tax in the left pane. This creates a better streamline workflow from books review, to Workpapers and then to create a return.

How can I access this tab?

  • Log into a QuickBooks Online Accountant attached client file (ensure the clients file is set to accountant view).
  • From the left navigation select Books to Tax.
  • Select Income tax.

    Books to tax.png

Is there anything I need to do?

Not at this time. You now have the option to access Pro Tax directly from QuickBooks Online Accountant. Your entries and data will remain the same.

Changes to tax mapping

  • The tax mapping feature has been removed from Workpapers in Canada only.
  • The tax mapping feature is added to  the new Tax mapping tab in the Income tax area.
  • Tax mapping behaves the same as it did in workpapers, unless otherwise specified.

Start your return from tax mapping

Users can click a button in the tax mapping area that will take them to the Start a return in Pro Tax experience.

create a tax return.png

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