#QBO #TaxAccounting #Canadian

The Before-and-After: Why Most Firms Still Waste Time on Tax Returns

Name: The Before-and-After: Why Most Firms Still Waste Time on Tax Returns
Uploaded: 2026-09-03T20:13:11+00:00
Duration: 3 min 4 s
Description: Manual 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.

3:04 · A clip from QuickBooks Online for Accountants Module 8: Books-to-Tax: The Canadian Workflow, taught by Atiba Lewis · Watch on YouTube ↗

Manual 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. From the course “QuickBooks Online for Accountants Module 8: Books-to-Tax: The Canadian Workflow” (1.5 CPE credits, Computer Software and Applications, Intermediate): https://www.cpetoday.com/course/qbo-online-for-accountants-module-8-books-to-tax-the-canadian-workflow-26c01485 Taught by CPE Today. More from CPE Today: https://www.cpetoday.com/instructor/cpe-today Taught by Atiba Lewis. CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #QBO #TaxAccounting #Canadian

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