Live Replay WebinarIntermediate level

QuickBooks Online for Accountants Module 8: Books-to-Tax: The Canadian Workflow

Year-end close, ProTax Online, GST/HST filing, and T1/T2 season for Canadian practitioners.

CPE Credits1.5

Field of Study Computer Software and Applications

Instructor Atiba Lewis

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This course is 1.5 credits, paid from your credit balance at checkout.

The 10-Credit Pass ($275.00) pays for it and leaves you 8.5 credits for more.

Year-end bonus: up to 5 free credits through Dec 31.

Certain conditions apply: not valid for the Federal Tax Update. Pass terms

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1:54 What Books-to-Tax Actually Means (It's Not What You Think)This module cuts through the confusion about QuickBooks Online's role in Canadian tax prep. Learn what happens before and after the tax handoff—closing discipline, account mapping, and filing readiness—all the pieces that make tax season smoother. Discover how the quality of your tax engagement is really decided months earlier, in the close.

2:16 Why Payroll in QBO Doesn't Auto-Populate T4sLearn the critical steps Canadian accountants need to follow when moving from QuickBooks Online to tax returns for self-employed clients. This segment breaks down the linked accounts process, T2125 mapping, and how to validate pre-mapped accounts before filing. Whether you're handling T2125s or rental activities, understanding this workflow ensures accurate tax engagement.

3:04 The Before-and-After: Why Most Firms Still Waste Time on Tax ReturnsManual year-end workflows waste time and invite errors: exporting to spreadsheet, rekeying figures, recreating tax mappings from scratch annually. Learn how a template-based books-close process with persistent account mapping saves hours and eliminates redundant work. See the 'golden standard' workflow that lets your team move faster while staying audit-ready.

3:52 The AP Accrual Item Most Firms Leave UndoneLearn the essential workflow that most accountants skip: using templates to assign roles (not people), automating reconciliations, catching hidden account issues, and ensuring payroll and tax are locked down before year-end. This proven four-section process keeps your firm efficient and your clients' books accurate—watch to see how real-time category fixes eliminate rework across multiple QuickBooks files.

What's included

Every registration comes with the course materials — yours to keep.

Additional course files PDF

Course details

Recommended CPE credit: 1.5
Field of study: Computer Software and Applications
Program level: Intermediate
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Course number: 26c01485

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

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Common questions

I work with clients across Canada, including Quebec. Will this course help me with their year-end workflow?

Yes. The books close discipline, transaction checks, and tax mapping all apply everywhere in Canada. However, if you have Quebec clients, you'll learn that ProTax doesn't support Quebec forms—so you'd run the entire books close workflow up to that final handoff, then use a different tool like Profile for the actual return. The course explains exactly where the Intuit stack stops and what you need to do instead.

Do I need to already know how to prepare a T1 or T2 return to get value from this course?

No. This course focuses on the months before tax season—the close, the account mapping, and the handoff to tax software—not on how to actually prepare the return itself. You should know what a close workflow looks like and how QuickBooks handles sales tax, but the instructor assumes you either know tax prep or have someone in your firm who does.

What software or access do I need to follow along?

You'll need access to Intuit Accountant Suite (the newer name for QBO Accountant) and ProTax Online if you want to see the full workflow. The Books Close module is currently in beta and free to access. The course walks through the actual clicks in both products, so having access beforehand will help, though watching the demo is instructive on its own.

After this course, will I be able to execute a clean year-end close and file a GST/HST return without errors?

Yes, for the books close piece. You'll walk through a documented six-step workflow for GST/HST filing—from confirming tax codes and running the sales tax reconciliation tool through to filing with CRA and marking it filed in QuickBooks. For Quebec, the instructor shows how GST and QST file together on one return to Revenu Quebec, which is a critical difference many firms miss.

How much of this is watching someone click through software versus actual instruction on the concepts?

It's a mix. The instructor walks through the core concepts—what the old manual workflow looked like and why it broke down, what carries over from QuickBooks to ProTax and what doesn't, and the documented six-step processes for both the T2 workflow and GST/HST filing. Then he shares his screen to show where these features live in Intuit Accountant Suite and walks through a live example with a construction company file.