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Pro Tax start a new return

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:

Start a New Return

  1. Go to Pro Tax.
  2. 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).

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