How to use GIFI Import in Pro Tax

Save time when completing  T2 returns by importing data from workpapers in QuickBooks Online Accountant and other accounting software.

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GIFI Import when creating a new return

When creating a new file, you have the ability to import GIFI mapping using 2 methods.

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QuickBooks client workpapers

By selecting this option, the trial balance summary will automatically populate based on the indicated tax year. Select continue to create your return. The return will automatically populate with information from the clients' workpapers.

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Import a file

Tip: Files can be generated from other accounting programs like Sage and Caseware.

The .gfi file is a standard format. To import a file: just choose import a file and select the file from your hard drive.

1. Choose import a file option, and then select the file from your hard drive.

An Import successful banner will appear when this is complete.

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Update GIFI import any time a return is created

When working on a tax return, if the trial balance changes on the accounting end, you are able to update the import at any time by using Import workpapers GIFI or Import a file (.gfi).

Import workpapers GIFI

When you use import workpapers GIFI, Pro Tax brings in the latest balances from your workpapers and updates your tax return. You'll get a prompt to import.

After you finish, you’ll receive a confirmation number.

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Import a file (.gfi)

You can update the gifi import by uploading a new .gfi file.

1. Select import when prompted.

A confirmation will display when the import is complete.

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