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Getting started videos

Updated: 2018-01-24

These videos will help you get started with TaxCycle and provide you with a general overview of how to use the software.

View our collection of 'getting started 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.

Setting Options

Set up TaxCycle just the way you like it. Get an overview of the important options you should know about. Click a timestamp below to jump to a topic:

  • Where to enter firm contact information (3:29)
  • How to use your logo and signature image in letters (4:09)
  • Where to enter preparer information (6:01)
  • Where to set your EFILE number and password (8:19)
  • Controlling automatic updates (16:05)
  • Configuring review messages (33:15)
  • Setting up pricing (35:25)
  • Setting print options (37:39)

Date of broadcast: October 17, 2018
Presented by: Andrew Little

Carry forward returns

Learn how to seamlessly carry forward returns from ProFile®, Cantax®, Taxprep®, VisualTax™, DT Max®, and of course TaxCycle.

(For detailed instructions on how to carry forward, see our Carry forward help topic.)

 

Navigation and Fast Find

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

  • Switching between spouse/partner (3:14)
  • Adding a dependant (4:45)
  • Maximizing screen space (5:23)
  • Viewing windows side-by-side (7:22)
  • Finding and opening forms from the Prepare sidebar (9:59)
  • Searching for forms, fields, amounts in F4 Fast Find (17:24)
  • Drilling down on fields (F6) for source data (20:24)
  • Using the find in form function (21:54)
  • Using slip navigation (23:35)
  • Setting your own favourites (24:52)
  • Setting default form tabs (27:14)
  • Using the quick access toolbar (29:10)
  • New! Using the form section navigator (33:27)

Date of broadcast: January 23, 2019
Presented by: Perry Giagos

Preparing a basic T1 return

Get a glimpse of what a tax season is like with TaxCycle. Walk through preparing a basic T1 tax return in TaxCycle. Click a timestamp below to jump to a topic:

Click a timestamp below to jump to a topic:

  • Carrying forward from the prior year (2:04
  • Entering taxpayer information (9:35)
  • Adding T4, T4E and T5 slips (12:15)
  • Resolving review messages before filing (26:51)

Date of broadcast: Wednesday, November 1, 2017
Presented by: Annie Cadoret

TaxCycle Time-Saving Features

TaxCycle users report saving at least one day, every week, with our software. Watch this webinar recording to see how the TaxCycle Suite can eliminate repetitive tasks and save you time. Click a timestamp below to jump to a topic:

  • Carryforward (2:26)
  • Batch Carryforward (5:45 )
  • Prior Year (9:51)
  • Refresh Carryforward (11:57)
  • Refresh Carryback (12:55)
  • F4 Fast Find (13:25)
  • Find in Form (16:54)
  • F6 Jumps (17:40)
  • Quick Fix Messages (18:36)
  • Corporate Linking (20:03)
  • Create Other Return (23:00)

Date of broadcast: October 30, 2018
Presented by: Elizabeth Kohl

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

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

Time-Saving Keyboard Shortcuts

Speed up your tax return preparation by learning keystrokes and keyboard shortcuts that save you time in TaxCycle.

Click a timestamp below to jump to a topic:

  • Changing the layout of the TaxCycle window (4:05)
  • Faster data entry (10:25)
  • Jumping between forms (23:13)
  • Moving between taxpayers in a family return (26:18)
  • Adding and removing memos, tapes and review marks from fields (30:05)
  • Opening summaries (45:10)

Date of broadcast: November 29, 2017
Presented by: Annie Cadoret

DoxCycle (Part 1)

Learn how to integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice. Click a timestamp below to jump to a topic:

  • Creating a DoxCycle file from a T1 tax return (4:48)
  • Creating files for T2, T3, T4/T4A and T5 documents (14:25)
  • Importing and scanning documents into DoxCycle PDFs (16:00)
  • Organizing documents in DoxCycle (24:00)
  • Adding cross-reference links (31:00)

Date of broadcast: November 28, 2018
Presented by: Andrew Little

DoxCycle (Part 2)

Learn how to integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice.

Click a timestamp below to jump to a topic:

  • Filtering the document index (3:26)
  • Extracting slip amounts and post them into TaxCycle T1 (8:26)
  • Adding documents to the automatic classifier (18:25)
  • Printing tax returns into DoxCycle (22:34)
  • Extracting files for upload to the CRA (26:37)
  • Setting up a custom outline (29:07)

Date of broadcast: November 29, 2018
Presented by: Andrew Little

Options Profiles

Learn how to share TaxCycle settings across your office. Click a timestamp below to jump to a topic:

  • Setting up an Options Profile (2:16)
  • Emailing and sharing an Options Profile (10:32)
  • Installing an Options Profile (13:25)
  • Selecting an Options Profile on start-up (20:19)
  • Securing your Options Profile (23:04)
  • Backing up your Options Profile (28:39)

Date of broadcast: December 5, 2018
Presented by: Andrew Little