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Client Manager makes it easy to work with taxpayers.

Client Manager

The Client Manager database makes it easy to work with returns and details, including your old Intuit ProFile® and Cantax® files.

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Download CRA Represent a Client information

Represent a Client

Use TaxCycle to download Client Summary tax information from from the CRA Represent a Client Service.

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TaxCycle is designed with EFILE in mind.

Family Returns

Add tax returns for dependants and transfer education and disability tax credits between family members.

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TaxCycle is designed with EFILE in mind.

EFILE-first Processes and Design

TaxCycle's EFILE-first workflow speeds preparation, increases accuracy and streamlines tax return, slip and electronic record submission.

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TaxCycle T1 includes no-click pension splitting

Pension Splitting

Along with time-savers like automatic T1-ADJ, TaxCycle includes a “no-click” pension splitting optimization that runs after each keystroke.

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Always have the latest rates with TaxCycle T2

Future Proof
Your T2

When a new budget comes out, change rates, effective dates, limits and thresholds in TaxCycle T2 without overriding calculations and fields. 

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TaxCycle slips modules are sold separately so you buy only what you need

A Focus on

With individual modules for T4/T4A, T5 and T5018 returns/slips, you don't need to buy a big library of unrelated forms you don't need.

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Message from the CEO

Cameron Peters, Founder and CEO of Trilogy Software

My name is Cameron Peters and I founded Trilogy Software four tax seasons ago to re-imagine what technology for Canadian tax preparers should look like. I'm grateful for our team who has come together here from their own careers in the professional tax and software industries. In total, we have over 100 years of experience serving professional tax preparers.

The results of our efforts are TaxCycle and DoxCycle, an end-to-end electronic solution for your professional tax preparation office. The TaxCycle professional tax software suite includes T1, T2 as well as T4, T5 and T5018 T-Slips. Everything you need for your personal and owner/operated small business clients along with many innovative features that help with tax preparation efficiency. 

This tax season, we welcome thousands of tax preparers from across Canada who’ve chosen to use our software! Thank you for your support.

You may remember me as the architect behind the original Cantax® Software in the late '80s, as the co-founder of Greenpoint Software and ProFile® in the '90s, and as the CTO of Intuit Canada & U.K. in the 2000's. You'll find TaxCycle's modern design, innovative features and familiar operation a breath of fresh air as you move to TaxCycle from those software packages.

To help users adapt quickly to TaxCycle, we offer extensive training resources as well as carry forward conversion of tax return data from Intuit ProFile ® and CCH Cantax ®.

We're also excited to announce great new features, like our Client Manager, bankruptcy returns, Family Returns and our word processor for editing client communication templates.

We hope you enjoy using our software as much we enjoy designing it. Time to start your paperless tax office? Download your trial now and let me know what you think!

Yours truly,

Cameron Peters

TaxCycle Blog

Use T1 EFILE and not SEND to file T1 tax returns with the CRA

by Elizabeth on Tuesday, April 15, 2014 8:00 PM
We've heard from a few preparers who've mistakenly used the SEND box (in the Transmit sidebar) thinking they are transmitting a T1 return by EFILE. Here's how to make sure you've filed those returns correctly.

Great new Data Monitor presets

by Elizabeth on Sunday, April 13, 2014 4:00 PM
Try these new Data Monitor presets to see the numbers just as you like them.
data monitor

How do I prepare a return if the spouse/partner is non-resident?

by Elizabeth on Thursday, April 10, 2014 1:00 PM
We've had a few calls lately asking what to do if the principal taxpayer is resident in Canada but the spouse isn't. Here's how to prepare the taxpayer's return TaxCycle.
entry date
exit date

Optional TaxCycle update available

by Elizabeth on Thursday, April 10, 2014 4:30 AM
We are making this update available as a full download from our website so that you can choose whether to install it during the busy T1 filing season.
version was not affected by the Heartbleed vulnerability

by Elizabeth on Wednesday, April 09, 2014 5:00 PM was not affected by the Heartbleed vulnerability because it does not use OpenSSL cryptographic software library.

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