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Filing videos

Updated: 2017-04-06

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 More!

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:

  • What’s new this year (1:53)
  • Transmit sidebar (6:23)
  • Filing a T1013 form (6:49)
  • Getting ready to file a T1 return (14:36)
  • Changes to the T183 authorization form (16:49)
  • Filing a return using EFILE (22:51)
  • Transmitting multiple filing types at the same time (27:46)
  • T1135 Foreign income verification statement (28:58)
  • EFILE Options (29:55)
  • Pre-Authorized Debit (33:22)
  • Transmitting family returns (35:48)
  • Filing T1 adjustments using ReFILE (41:22)
  • Batch transmit from the Client Manager (48:15)

Date of broadcast: February 8, 2018
Presented by: Elizabeth Kohl

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

Express NOA (Notice of Assessment)

Did you know you can receive your client’s CRA notice of assessment (NOA) immediately after electronic filing? Learn how to download NOAs using TaxCycle T1. Click a timestamp below to jump to a topic:

  • Part F on the T183 authorization form (7:40)
  • T1 options relating to NOA (11:09)
  • EFILE messages relating to Express NOA (15:55)
  • Downloading a client’s NOA (18:34)
  • Printing an NOA for your client (22:13)
  • Express NOA in the Client Manager (26:33)

Date of broadcast: February 21, 2018
Presented by: Elizabeth Kohl

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)