TaxCycle Software Training Seminars

Learn how to save a day a week with TaxCycle 

Software training seminars for tax professionals

Join TaxCycle experts, Cameron Peters (CEO and Founder) or Maryse Venne (Training and Support), to learn how to make your practice more efficient. Whether you're thinking of switching to TaxCycle or you've already spent a few tax seasons with us, this full day of TaxCycle training will get you and your team excited and ready for the coming filing season. Find out what you'll learn.


Dates and Locations

London, ON

Nov. 6, 2017

8:00 to 16:00

Four Points by Sheraton [map]

Montréal, QC

Nov. 6, 2017

8:00 to 16:00

Hotel Ruby Foo [map]

Markham, ON

Nov. 7, 2017

8:00 to 16:00

Edward Village Hotel [map]

Halifax, NS

Nov. 8, 2017

8:00 to 16:00

Hilton Garden Inn [map]

St. John's, NL

Nov. 9, 2017

8:00 to 16:00

Sheraton Hotel [map]

Moncton, NB

Nov. 13, 2017

8:00 to 16:00

Crowne Plaza [map]

Mississauga, ON

Nov. 14, 2017

8:00 to 16:00

Mississauga Convention Centre [map]

Winnipeg, MB

Nov. 15, 2017

8:00 to 16:00

Best Western Plus Winnipeg Airport Hotel [map]

Saskatoon, SK

Nov. 27, 2017

8:00 to 16:00

Saskatoon Inn [map]

Edmonton, AB

Nov. 28, 2017

8:00 to 16:00

Delta Edmonton Centre Suites [map]

Kelowna, BC

Nov. 29, 2017

8:00 to 16:00

Holiday Inn Express [map]

Victoria, BC

Dec. 4, 2017

8:00 to 16:00

Victoria Conference Centre [map]

Vancouver, BC

Dec. 5, 2017

8:00 to 16:00

Anvil Centre [map]

Calgary, AB

Dec. 7, 2017

8:00 to 16:00

Coast Plaza Hotel & Conference Centre [map]

Toronto, ON

Jan. 9, 2018

8:00 to 16:00

Hyatt Regency Toronto [map]

Ottawa, ON

Jan. 10, 2018

8:00 to 16:00

Ottawa Conference and Convention Centre [map]

Vancouver DT, BC

Jan. 17, 2018

8:00 to 16:00

Sandman Hotel Vancouver City Centre [map]

What you'll learn

How to switch to TaxCycle and DoxCycle

  • Carry forward prior-year returns from your old tax software.
  • Build a database of past-year tax returns.
  • Set up options how you like them.

Secrets to customizing TaxCycle for your practice

  • Customize workflow and tasks to match processes in your practice. NEW!
  • Manage review messages to see only those you need.
  • Use Template Snippets to set up your letterhead. NEW!
  • Set up Options Profiles to share settings.
  • Configure Smart Folders to create the file structure you want. NEW!

Help for faster, more accurate data entry

  • Use pre-season checklists to help your clients pull together the right documents.
  • Scan, import and extract data from source documents using DoxCycle.
  • Get even more value from the Auto-fill my return (AFR) data download. NEW!
  • Link associated and related corporations in T2 (corporate linking).
  • Import data from T3, T4, T5 and T5018 slips into T1 returns using SlipSync.
  • Create new trust and slip returns from data in T1 or T2 files.

Tips for saving time on each return

  • Smart copy/paste business statements between T1 returns. NEW!
  • Keyboard shortcuts to jump quickly to the forms and fields you need.
  • Import data from Excel® into any form in TaxCycle. NEW!
  • Transmit multiple types in one click—EFILE, T1135, Pre-Authorized Debit (PAD), etc.
  • Transmit everything for a whole family at once.

Tools to help you serve more clients

  • Work with data across files for couples, families, small businesses, and associated corporations.
  • Make the most of the latest CRA electronic services. NEW!
  • Download notices of assessment through CRA Express NOA.
  • ReFILE adjustments to T1 returns.
  • Carry forward, carry back and refresh carryforwards.
  • Track return status in the new Client Manager dashboard. NEW!

Tricks to respond quickly to requests for information

  • Turn any template or letter into an email in one click.
  • Configure Client Manager columns, views and Excel® reports. NEW!
  • Report from the Client Manager to target specific taxpayer situations.
  • Extract supporting documents from DoxCycle PDFs to respond to CRA requests.

What you'll take home

  • Certificate for 7 CPD credits (Continuing Professional Development credits).
  • Paper copy of the 2017-18 TaxCycle User Guide.

 

 

 

Early-bird registration

Early price of $99/person ends Oct. 20th

After this date, the price returns to $149

Agenda

  8:00 – Breakfast and registration

  8:30 – Morning session

12:00 – Lunch

12:45 – Afternoon session

16:00 – Closing


Presented by TaxCycle experts

Join TaxCycle experts, Cameron Peters (CEO and Founder) or Maryse Venne, to learn how to make your practice more efficient. Whether you’re thinking of switching to TaxCycle or you’ve already spent a few tax seasons with us, this full day of TaxCycle training will get you and your team ready for the coming filing season. 

Cameron Peters, TaxCycle

Cameron Peters
CEO and Founder

Learn from the person who started TaxCycle (as well as Cantax® and Intuit® ProFile® software). Cameron's presentations are peppered with useful tips and tricks for an efficient tax season. There are always a few surprises as Cameron adapts the presentation based on questions from attendees.

Maryse Venne, TaxCycle

Maryse Venne
Training and Support

Learn from the person who answers your TaxCycle questions when you call. As a veteran of the tax software industry, Maryse spent over a decade in delivering French and English support and training on Intuit ® ProFile® and TurboTax®. Maryse’s hands-on experience in Québec and Canadian tax preparation make her TaxCycle training enriching and approachable to all levels of preparers. 

Each seminar date will be presented by either Maryse or Cameron.

The Montréal seminar will be presented in English by Maryse. Staff on hand will be bilingual English/French.


FAQ

What time does it start in the morning?

Doors open and breakfast is served at 8 a.m. The presentation starts at 8:30 a.m. (If you're running behind, or travelling from afar you have a 30 minute cushion...)

Do I need a ticket to enter the event?

We use tickets to confirm your attendance and qualify you for the professional development credits. Please print your ticket attached to the order confirmation email and bring it to the event.  Or, open the Eventbrite app on your mobile device and show the confirmation when you arrive.

Someone else registered for me. How do I get my ticket?

If you registered a ticket on the behalf of someone else, that person must claim their ticket from the email they receive from Eventbrite. To claim a ticket, click on "Claim Your Order" within the email. It will open the Eventbrite website to log in or set a password.

How to do I get my certificate for professional development credits?

This year we are emailing out confirmation certificates for professional development credits after the event. Please make sure you register your attendance at the event in order to receive your certificate. If you are replacing someone else at the event, please let us know so we can update your certificate information and email you.

Can I transfer my registration to another person?

Yes, just call 1-888-841-3040  or contact us to make the change.

Can I transfer my registration to another location?

Yes, providing there is space available at that location. Call 1-800-841-3040 or contact us.

Can you accommodate my dietary requirements?

We will try our best. Call 1-800-841-3040 or contact us in advance to make arrangements.

Where can I park? Is it free or paid parking?

Please contact the venue for the most current information on parking.

I need to stay overnight in order to attend the event. Do I get a special room rate?

Because the event is only one day, we cannot negotiate a room rate for attendees.

Do I need to bring a laptop?

No. The presentation does not require a laptop. If you feel like bringing one though, you are more than welcome.

What language are you presenting in? English or French?

All seminars are presented in English. However, in Montréal, the presenter is francophone, and fluent in both English and French. The staff on hand to assist in Montréal will also be bilingual.