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Videos: Preparing slips returns

Updated: 2017-01-23

Slips Returns (Part 1)

Learn how to carry forward and prepare slips in TaxCycle.
Click a timestamp below to jump to a topic:

  • Set default New File options for slips modules (5:17)
  • Carry forward from ProFile® FX, Cantax® FormMaster or Taxprep® Forms (12:24)
  • Carryforward XML files from prior year (15:28)
  • Info worksheet defaults (21:43)
  • Set default Other information boxes (24:47)
  • New! Create T2200 from the T4 data (28:33)
  • T4 reduced EI slips (33:20)
  • T4 adjustments (36:01)
  • Create Québec Relevés from slips (39:25)

Date of broadcast: January 30, 2019
Presented by: Elizabeth Kohl

Slips Returns (Part 2)

Learn how to file slips in TaxCycle, and share that information between modules with SlipSync. Click a timestamp below to jump to a topic:

  • Create T4 or T5 slips from a T2 return (1:22)
  • Enhanced! Import slips from Excel® (5:09)
  • Email missing slip information (18:30)
  • Transmission options (20:44)
  • Review with summaries (28:44)
  • File slips with Internet File Transfer (XML) (32:34)
  • File amended and cancelled slips (36:09)
  • SlipSync with T1 returns (38:34)
  • Print recipient slips to separate PDF files (40:59)

Date of broadcast: January 31, 2019
Presented by: Elizabeth Kohl