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The New Workpapers

The first step in our vision to provide a single solution for client accounting and tax preparation.

You’ll love saving time with Workpapers

Faster, more accurate year-end analysis can make the difference.

Simplifying your tax workflow

Find out how you can use Workpapers to review your clients books,
eliminate manual data entry and export GIFI files directly into Intuit Profile and other tax software.

"The ability to make adjusting entries is incredible."

Laureen Falco, CPA, LLC

Eliminate the need to export data by comparing prior and current tax-year data side by side. Then record new activity in a separate Adjusting Entries field, which captures your changes directly to the books while preserving Trial Balance data.

"The Activity Timeline is fast and efficient. I can see exactly what progress has been made."

– Kevin Simpson, CPA, Web Books LLC

Use the Activity Timeline to review key information with just one click. Assign changes as an Adjusting Entry or Other Transaction and record it in Adjusted Books.

"My favorite benefit is having all my documents in one place for easy access."

Laureen Falco, CPA, LLC

Add accountant-level notes and attachments for each account directly in Trial Balance, giving you a clear record of changes and an easy-to-follow paper trail for future reference.

"You can run reports, do analysis, make sure it's correctly coming over to the tax return."

– Kevin Simpson, CPA, Web Books LLC

Eliminate manual entry with GIFI Mapping, which pre-populates account balances to specific GIFI tax codes, allowing you to easily review and re-assign data.

Export data directly from QuickBooks to ProFile, saving you time and simplifying tax preparation.

"Preserving the data gives you peace of mind and security, and knowing your numbers are not going to change."

Laureen Falco, CPA, LLC

Save your progress and preserve data in QuickBooks Online by selecting Update Unadjusted Balance and clicking Finish Review.

Adjusting entries
Activity Timeline
Attaching Notes and Workpapers
Tax Mappings
Export to ProFile
Data Preservation
Stay streamlined

Start using
Working Papers now!

Join Kevin and Laureen by taking advantage of the simplified year-end tax work flow built directly in QuickBooks Online

To get started, sign in to QuickBooks Online Accountant, then select a client and Start Review.

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Better Together: QBO and ProFile

QBO and ProFile are now even more integrated with Workpapers, saving you time and smoothing your workflow. Learn more about ProFile to find out why it’s Canada’s #1 best-selling tax software and is the perfect partner with QBO.

Learn more about Intuit ProFile Profressional Tax Software