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Create new returns in Pro Tax T1

Pro Tax is a cloud-based professional tax solution built into QuickBooks Online Accountant. Accounting professionals can prepare, review and e-file T1 personal and spousal returns with accuracy and confidence.

Create new returns

Log into QuickBooks Online Accountant to begin your T1 tax workflow.

  1. select 'Pro Tax' from 'Your Practice' section of  the main navigation.
  2. select the 'T1' tab and 'begin new return'
    1. enter your 'tax year'
    2. select or add a client. You can add a new client by typing in their name and email address in the open field.
    3. Create a name for your return. (A default name is provided).
    4. select 'Continue'

You will be presented with the T1 forms and schedules. Here you can enter in your client's personal and spousal information. Pro Tax has a working view and a CRA form preview.

The Auditor

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

  1. Issues and Notices- will guide users through how to fix the errors. Issues must be addressed or signed off before you File.
  2. Warnings-Should be reviewed. Missed information can delay the Canada Revenue Agency process.
    1. To sign-off-place a check mark beside each Issue, Warning or Notice

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