Start a new return in Pro Tax

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 from the client list

The Tax column helps you get to work faster by allowing you to view and create T1 and T2 tax returns right from the client list.

1. Navigate to your client list.
2. Select Create tax return to start a new return
3. Select the disclosure triangle to view previous returns.
4. Select previous return to open.

Start a new return in Pro Tax

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).