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Intuit

Pro Tax FAQs

Learn more about ProTax and how it works.

 

Can I file a return for my own firm?

Yes, you can create a return from scratch to file for your own firm. To do this however you will need to add your firm as a ‘client’ within your QuickBooks Online Accountant. There is no connection between your firm’s QuickBooks Online and Pro Tax at this time.

 

What forms are available in Pro Tax?

We are adding new forms regularly.

 

Click here to see available T1 forms

Click here to see available T2 forms

 

Which tax years are supported by Pro Tax?

For T1, 2018 only. For T2, tax years starting from 2015/01/01 to end date 2019/10/31.

 

Is Pro Tax free to use?

Tax T2 in QuickBooks Online Accountant has been a free service since September 25, 2018. Starting August 1, 2019, Pro Tax T2 will become a paid subscription service.

 

How much will Pro Tax T2 cost?

Pro Tax T2 will start with an introductory price of $585.00 per year for your QuickBooks Online Accountant firm to EFILE unlimited T2 returns.

 

How do I purchase a Pro Tax T2 subscription?

After August 1, 2019 you can subscribe from the Return actions menu in Pro Tax T2, or before you EFILE a T2 return.

 

Will my subscription auto-renew?

Yes, unless you choose to disable the renewal. This can be done from the billing section in your QuickBooks Online Accountant account settings.

 

Is Quebec EFILE currently supported for personal (TP1) and corporate returns (CO-17)?

Not at this time.

 

Is Alberta AT1 Netfile support for corporate return provided?

Yes. It is supported with tax years starting 2018/01/01.

 

How do I get to Workpapers?

Access your client’s QuickBooks Online account, or from the "toolbox" menu at the top left, choose Workpapers from the drop-down.

 

Learn more about Workpapers

 

What is happening to ProFile?

ProFile remains an important product in the Intuit ecosystem and will continue to be supported.

 

Can my clients do their own returns in Pro Tax?No, Pro Tax is a professional tax solution in QuickBooks Online Accountant. Only your firm has access to their return in the tool.

 

Where can I get the latest updates on Pro Tax?

Click here to see the Pro Tax release notes

 

I have Pro Tax feedback. Who do I send that to?

Click here to give your feedback

 

Where can I learn more about Pro Tax?

General information on the Pro Tax website

Pro Tax T1 webinar

Pro Tax T2 webinar

 

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