An Accountants Guide to Quick Books Online: Books-to-Tax: The Canadian Workflow

What if your year-end workflow moved from books to tax without the usual re-keying marathon?

This course is designed to show you how to streamline the Canadian books-to-tax process using the IAS workflow, eliminating manual duplication and creating a cleaner path from QuickBooks Online to filing. You’ll learn how ProTax Online fits as Intuit’s Canadian tax engine, what data flows automatically from QBO, and where manual input is still required so nothing slips through the cracks.

From there, you’ll walk through a disciplined year-end close checklist before initiating any T1 or T2 engagement, and execute the full GST/HST filing workflow from Sales Tax Agent review to CRA submission and reconciliation. It also addresses Quebec-specific considerations, including QST filing and dual remittance to Revenu Québec, ensuring your workflow is accurate, compliant, and built for real-world Canadian practice.