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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 (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

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)

 

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