Learn how to start a new return using Pro Tax in QuickBooks Online Accountant.
Prepare, review, and e-file Federal T2 returns to the CRA fast and accurate with Pro Tax. Here's how.
Note: If you want to use the Workpapers to Pro Tax flow, make sure that WorkPapers and GIFI mapping are up to date.
Here are a few guides about WorkPapers:
- Introducing WorkPapers
- WorkPapers GIFI mapping
- Prepare and export your clients’ accounts with Workpapers
Start a New Return
- Go to Pro Tax.
- Select Create Return.
- Select the client and set the tax year.
- Select Data Source QBOA Client WorkPapers or Do not use any data (manual data entry).