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Slips preparation videos

Updated: 2018-01-24

These videos will show you how to prepare and file slips with TaxCycle.

View our collection of slips preparation 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.

Slips returns in TaxCycle (Part 1)

Learn how to carry forward and prepare slips in TaxCycle. Topics include:

  • Set defaults for Info worksheet and slips (4:10)
  • Carry forward from ProFile® FX, Cantax® FormMaster or Taxprep® Forms (13:33)
  • Import XML files from previous years (18:31)
  • Prepare slips from T2 returns (21:26)
  • Produce T4 reduced EI slips (24:06)
  • Create Québec relevés RL1, RL2 and RL3 (29:36)
  • Use T4 adjustment options (35:37)

Date of broadcast: January 16, 2018
Presented by: Annie Cadoret

Slips returns in TaxCycle (Part 2)

Learn how to file slips in TaxCycle, and share that information between modules with SlipSync. Topics include:

  • Email missing slip information (2:05)
  • Import slips from Excel® (7:34)
  • File slips with Internet File Transfer (XML) (16:21)
  • Print and email slips (30:08)
  • SlipSync (38:09)
  • Amend slips (45:02)

Date of broadcast: January 17, 2018
Presented by: Annie Cadoret

TaxCycle and Microsoft Excel® Integration

Put your mastery of Excel to work in TaxCycle. Discover the integration between Excel®  and TaxCycle professional tax software:

  • Extract slip data downloaded from CRA Auto-fill my return (AFR) for reconciliation in Excel®  (4:42)
  • Import T2125 income statement information from Excel®  into TaxCycle (9:51)
  • Import T4, T5 and other slip information from Excel®  into TaxCycle slips returns (18:07)
  • Customize the export of data from the Client Manager for further use in Excel®  (22:14)

Date of broadcast: January 16, 2018
Presented by: Elizabeth Kohl

Preparing Québec Relevés and TP1 returns

Learn how to prepare returns and slips for your Québec clients.

Topics include:
  • Triggering Québec forms and calculations
  • Language settings to serve your French clients
  • TP1 returns
  • RL/RL2 slips
  • Transmitting to Revenu Québec

Date of broadcast: February 15, 2017
Presented by: Annie Cadoret