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File and rename a return in Pro Tax

QuickBooks Online Accountant Pro Tax is a cloud-based software that allows users to file returns directly to the CRA. The following information will guide you through the filing process.

File a return

1. From the ▼ drop-down menu select File Return.

2. Enter your EFILE number and Password. Web Access Codes (WAC) are currently not supported in QuickBooks Online Accountant Pro Tax. Apply for an EFILE number on the CRA website.

3. Once the summary has been reviewed, select the checkbox I have received or will receive a signed T183 from [Company].

4. If there are outstanding issues or warnings, you can still proceed.

5. A filing confirmation will display, stating that the return has been filed successfully. You can email, download, or print your return.

  • Rejected Returns: The system will notify you of any rejections along with the associated CRA error code.

Rename a return

1. From the Action column ▼ drop-down menu select Rename return.

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2. Enter the new return name and select Save.

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You will be notified once the return has been renamed .

Form view

1. From the Return actions ▼ drop-down menu select Rename return.

2. Enter the new return name and select Save.

You will be notified once the return has been renamed.

Does the information captured in QBOA flow through to the schedules in the T2 returns? For instance, does depreciation in QBOA flow to the S100 in Pro Tax?

Yes, users must use Workpapers in QBOA to map the data, and then pull it into Pro Tax when creating a new tax return.

 

Will the EFILE number and password pre-populate for each company filing?

Yes, see our article Registering for electronic filing (EFILE) and entering EFILE credentials in a return to learn how to set EFILE credentials in Pro Tax.

 

 Where can I find the EFILE confirmation number? Can it be printed or emailed to my customer?

 The confirmation number is displayed immediately after filing. The information can also be referenced from the Tax Returns tab within your client's file. It is on the Info form of both T1 andT2 return.

Is there a report that shows my EFILE status and confirmation number? 

 Yes, the EFILE status can be viewed from the Tax Returns tab within your client's file.

Where is the Save button?

Data entered in the Pro Tax feature automatically saves.

Does the information captured in QBOA flow through to the schedules in the T2 returns? For instance, does depreciation in QBOA flow to the S100 and then to the S8 in Pro Tax?

Yes, users must use Workpapers in QBOA to map the data, and then pull it into Pro Tax when creating a new tax return.

Can I use my web access code to file my taxes instead of an EFILE number and password?

No, only EFILE is supported at this time.

Will the EFILE number and password pre-populate for each company filing?

It will not be saved in Pro Tax, but users can modify their browser settings in Chrome and Safari to auto-fill, or other password manager programs that are standard on web browsers.

Can administrators modify user access for filing the T2 Corp tax?

Not at this time, any user that has access to the particular client file can file the return.

Where can I find the EFILE confirmation number? Can it be printed or emailed to my customer?

The confirmation number is displayed immediately after filing. The information can also be referenced from the Tax Returns tab within your client's file.

Is there a report that shows my EFILE status and confirmation number? 

Yes, the EFILE status can be viewed from the Tax Returns tab within your client's file.

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