TaxCycle Suite Tour

Learn how to save a day a week with TaxCycle 

Software training seminars for tax professionals

Join Cameron Peters, CEO and Founder of TaxCycle, 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]

Montreal, 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

Hitlon 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 Center suite [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 Center [map]

Calgary, AB

Dec. 7, 2017

8:00 to 16:00

Coast Plaza Hotel & Conference Center [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

TBD, 2018

8:00 to 16:00

TBD

What you'll learn

What's new or improved in 2017-18

  • Learn about the latest CRA electronic services.
  • Smart copy/paste business statements between T1 returns.
  • Import data from Excel into any form in TaxCycle.
  • Get even more value from the Auto-fill my return (AFR) data download.
  • Customize which workflow items appear and in what order.
  • Use Template Snippets to set up letterhead.
  • Configure Client Manager reports.
  • Get a sneak-peak at the new Client Manager dashboard.

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.

Tools to help you serve more clients

  • Work with data across files for couples, families, small businesses, and associated corporations.
  • Download notices of assessment through CRA Express NOA.
  • ReFILE adjustments to T1 returns.
  • Carry forward, carry back and refresh carryforwards.
  • Track and report on return status in the Client Manager.

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.
  • Download information from the CRA's Auto-fill my return.
  • Corporate Link associated and related corporations in T2.
  • SlipSync to import data from T4, T5 and T5018 slips into T1 and T3 returns.
  • Create new trust and slip returns from data in T1 or T2 files.

Secrets to customizing TaxCycle for your practice

  • Tweak TaxCycle for your screen size and space.
  • Keep an eye on amounts using Data Monitors.
  • Manage review messages to see only those you need.
  • Set up Options Profiles to share settings.

Tips for saving time on each return

  • How to jump quickly to the form and field you need.
  • Transmit multiple types in one click—EFILE, T1135, Pre-Authorized Debit (PAD), etc.
  • Transmit everything for a whole family at once.

Respond quickly to requests for information

  • Turn any template or letter into an email in one click.
  • Report from the Client Manager to target specific taxpayer situations.
  • Extract supporting documents from DoxCycle PDFs to respond to CRA requests.

What you take home

  • Certificate for 7 CPD credits (professional development credits).
  • Hard copy version of the 2017-18 TaxCycle User Guide.


Early-bird registration

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


Cameron Peters, Trilogy Software Inc.

Presented by Trilogy Software's Founder and CEO, Cameron Peters

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.

(The Montreal seminar will be presented in English by an alternate speaker. Speaker and staff on hand will be bilingual English/French.)


Agenda

  8:00 – Breakfast and registration

  8:30 – Morning session

12:00 – Lunch

12:45 – Afternoon session

16:00 – Closing

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...)

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 Montreal, the presenter is francophone, and fluent in both English and French. The staff on hand to assist in Montreal will also be bilingual.