Frequently Asked Questions

Q: Does Workpapers work with TurboTax Business Incorporated?

A: Not at this time.

Q: Does Workpapers work with Non-Incorporated Businesses?

A: There is no GIFI import into the T1 return option at this time for Non-Incorporated Businesses.

Accessing Workpapers

1. Log into your QBOA account.

2. Select your client’s books from the “Go to client’s QuickBooks” menu:

User-added image
 
3. Click the “toolbox” icon in the top menu bar and select the “Workpapers” option:

User-added image
 
4. Select the applicable tax year for export (for example, “2019”):

 User-added image

5. Click the “Tax mapping” option:

 User-added image

6. Common accounts are automatically associated with a GIFI code. Review all GIFI codes and adjust as necessary.

7. Complete the “NOT MAPPED” section:

User-added image

8. Click the “pencil” icon and adjust any of the tax mappings.

9. Use the dropdown to select the correct the GIFI code. You can also quickly search for tax mappings by key words (for example, “payable”):

User-added image
 
10. Select the “Export GIFI file” option under the “Choose tax option” drop-down menu:

User-added image
 
A GIFI file saves to the hard drive for import into ProFile.

Importing the GIFI from ProFile

1. Select the "QBOA Import" option from the "File" drop-down menu in the top toolbar:

User-added image
 
The “Import file” window displays:

User-added image
 
2. Select the file to import and click the “Open” button.

The file imports:

User-added image
 
3. Click the "OK" button; the process completes.

Printing from Workpapers

1. Navigate to the “Workpapers” tab.

2. Click the “printer” button to print the trial balance with GIFI mappings:

User-added image