Prep for taxes is here

Boost your efficiency with the advanced trial balance tool in QuickBooks Online Accountant.

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Reconcile accounts quickly and accurately move data into tax returns


Prep for Taxes Overview (3:51)


  • Work on a profit and loss statement with a balance sheet in a single screen
  • Automatically map data to tax forms and make quick changes
  • Export balances to new or existing returns, or a CSV file


Understand the benefits of doing accounting and taxes on a single platform

QuickBooks Online New Features and Improvements (April 2019)
Get an overview of how to access and use Prep for taxes.
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Trial Balance is now Prep for taxes
Follow a step-by-step guide to Prep for taxes.
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Review, adjust, and transfer your clients' data in less time, with less work

  • Expand and collapse expense categories and accounts to show only as much as you need to see while you make adjustments, add notes, or attach files
  • Switch between percent and dollar-amount views of year-over-year account changes with just a click
  • Change your view from accrual to cash-basis accounting and back to identify discrepancies without affecting your clients' books
  • Quickly identify accounts that haven’t been mapped to tax lines and update tax lines more efficiently with predictive text entry
  • Select different tax forms, edit tax lines, and view your complete audit log from the same screen
  • View, modify, and approve any changes made to your clients' books before exporting your pre-filled form to tax returns in ProConnect

Now that you’ve seen how much you can do, try Prep for taxes for yourself, with free access to both QuickBooks Online Accountant and ProConnect

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