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Filing videos

Updated: 2018-02-01

These webinar videos will introduce you to key features that relate to TaxCycle's filing process. For your convenience, we've provided timestamp links below so you can jump to a specific topic.

View our collection of filing videos in the playlist above by clicking on the following icon  YouTube-playlist-icon

Or, scroll down the page to browse our videos and jump to specific topics within each video.

EFILE and Express NOA

Learn how to electronically file personal tax returns through the Canada Revenue Agency (CRA) T1 EFILE system using TaxCycle. Click a timestamp below to jump to a topic:

  1. Set EFILE options (1:10)
  2. Complete a T183 authorization (2:55)
  3. Transmit a T1 return (7:45)
  4. Resolve review messages before filing (8:11)
  5. Set up Pre-Authorized Debit (PAD) payments (13:05)
  6. Transmit multiple filing types at the same time (14:24)
  7. Transmit family returns (17:20)
  8. Collect the client’s Notice of assessment (NOA) (19:16)
  9. Batch transmit from the Client Manager (23:54)
  10. File T1 adjustments using ReFILE (27:57)

Date of broadcast: February 27, 2019
Presented by: Cameron Peters

Auto fill My Return (AFR)

Learn how to download slip and other data from the Canada Revenue Agency (CRA) directly into T1 tax returns. Find out about time-saving features only available in TaxCycle T1 that make Auto-fill my return (AFR) even more useful and efficient. Click a timestamp below to jump to a topic:

  • Obtaining T1013 authorization (1:39)
  • Requesting AFR downloads (10:54)
  • Matching and importing downloaded data (13:08)
  • Refreshing client data before filing (15:42)
  • Aggregating multiple slips into a single entry (22:19)
  • Using downloaded information in a tax return (25:38)
  • Export AFR values to Excel (29:24)

Date of broadcast: February 13, 2019
Presented by: Cameron Peters

Review Tools

Brush up on the basics in TaxCycle. Click a timestamp below to jump to a topic:

  • Find and resolve audit and review messages (6:04)
  • Use Quick Fix solutions to save time resolving errors (8:26)
  • Hide review messages you don’t need (9:54)
  • Add review marks and memos (12:50)
  • Customize your review workflow (17:53)
  • View review history (21:45)
  • Use summaries in your review process (24:37)
  • Use data monitors (28:04)

Date of broadcast: February 6, 2019
Presented by: Perry Giagos

How to use ReFILE in TaxCycle

TaxCycle T1 is certified by the Canada Revenue Agency (CRA) for ReFILE. If you filed a client's T1 return using EFILE, you can use ReFILE to make adjustments their 2016 tax return. The ReFILE service lets you change the same lines that individual taxpayers can change in CRA My Account. Just like with EFILE, you will receive immediate confirmation that your ReFILE submission was accepted or rejected.

(Visit our ReFILE and T1-ADJ help topic for detailed instructions on how to get started with ReFILE)

 

Tax on Split Income (TOSI)

In this short webinar, learn about handling the new TOSI rules in TaxCycle. Click a timestamp below to jump to a topic:

  • How to find more information on credits used in the calculation of TOSI (3:10)
  • How to trigger calculations on the T1206 form (6:10)
  • Where to enter amounts that are subject to tax on split income (8:56)

Date of broadcast: March 13, 2019
Presented by: Sarka Hojda