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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, 2018-19 only. For T2, tax years starting from 2015/01/01 to end date 2019/10/31.

 

Is Pro Tax free to use?

Please review our Pro Tax billing FAQ for details on this question.

 

How much will Pro Tax T2 cost?

Please review our Pro Tax billing FAQ for details on this question.

 

How do I purchase a Pro Tax T2 subscription?

Please review our Pro Tax billing FAQ for details on this question.

 

Will my subscription auto-renew?

Please review our Pro Tax billing FAQ for details on this question.

 

How many tax returns are supported?

Pro Tax users can transmit unlimited tax returns. If you opt-out or cancel your subscription, you may lose certain access.

Can I paper file T1 or T2  returns with Pro Tax?

Pro Tax is not certified for paper filing; you must EFILE using Pro Tax. The printouts of forms/returns can shared with clients but should not be sent to CRA.

 

Are letters, templates, database, reporting, and invoicing supported in Pro Tax?

No, not at this time.

 

Is there a tax expert community where I can post questions?

You can post Pro Tax questions in our Accountant support community here.

 

Is Rac linking supported in Pro Tax for T2?

Rac forms are available in Pro Tax for T2.

However, Rac linking between corporate returns is not supported at this time. Information must be updated manually on the different corporate returns.

 

Does Pro Tax have T2 short forms print out?

No, it is recommended to EFILE the return from CRA. It is safe, convenient, and faster than paper filing.

Click here to view a fillable T2 short form and learn more.

 

How is a Nil T2 return filed?

Undertake the following:

  1. Complete all pending auditor messages and leave statements blank.
  2. Sign-off any pending messages.
  3. EFILE the return.

If the corporation is also inactive, answer the “Is the incorporation inactive?” question in the affirmative on the Info page prior to EFILE.

 

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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