Webinar recordings

Welcome to the TaxCycle webinar recordings page. You'll find lots of how-to tips & tricks within our latest webinar videos below. Learn about our many innovations and how TaxCycle can make your practice more efficient. Want to attend a live webinar? Register for webinar today.



 

Printing & PDF Options

Learn how to configure your print options in TaxCycle.

Click a timestamp below to jump to a topic:

  • Open print options (3:08)
  • Select print sets and forms for print (7:40)
  • Create conditions for displaying print sets and forms (14:58)
  • Add new print sets (18:05)
  • Configure PDF settings (24:32)
  • Set up advanced printer options (25:24)
  • Print one or more print sets (27:29)
  • Print or Quick Print a single form (30:37)
  • Email a PDF (34:01)
  • Email a PDF with e-courier.ca (38:36)
  • Print a full return (40:18)
  • Print an entire family's returns at once (40:37)
  • Batch print (42:58)

Presented by Cameron Peters

Date of broadcast: Wednesday, March 15, 2017



Income Statements (Part 1)

Learn how to create business, rental, fishing, farming income statements for your clients in TaxCycle.

Click a timestamp below to jump to a topic:

  • Finding and working with T2125, T2121, T2042, T776 multi-copy forms (2:55)
  • Reporting internet business activities (13:50)
  • Selecting the type of business activity (15:02)
  • Linking a T4 slip to a T2125 (15:54)
  • Claiming income and expenses on the T2125 (18:37)
  • Entering motor vehicle expenses (20:44)
  • Calculating business-use-of-home expenses (31:22)
  • Sharing business statements with a spouse or partner(s) (34:26)
  • NEW! Importing from Excel (39:23)

Presented by Elizabeth Kohl

Date of broadcast: Wednesday, March 1, 2017



Income Statements (Part 2)

Follow up to Part 1 with more advanced topics about preparing income statements in TaxCycle.

Click a timestamp below to jump to a topic:

  • Handling multiple-jurisdiction business statements (1:23)
  • Tracking CCA and assets (11:36)
  • Completing T777 employment expenses and T4 slips (23:00)
  • Preparing the GST370 (28:09)
  • NEW! Importing from Excel  (35:20)

Presented by Annie Cadoret

Date of broadcast: Wednesday, March 8, 2017



Excel integration with TaxCycle

Put your mastery of Excel to work in TaxCycle. Discover the integration between Excel and TaxCycle professional tax software. Learn how to import slips and business statements.

Click a timestamp below to jump to a topic:

  • Importing business statements from Excel into TaxCycle (1:36)
  • Importing t4 slips from Excel into TaxCycle (8:48)
  • Importing GIFI information into a T2 corporate tax return (15:58)
  • Exporting to Excel from Client Manager (19m13s)
  • Presented by Elizabeth Kohl

    Date of broadcast: February 24, 2017



Sharing settings with Options Profiles

Learn how to configure shared options for your office.

Click a timestamp below to jump to a topic:

  • Setting up an Options Profile (2:53)
  • Email and sharing an Options Profile (10:51)
  • Installing an Options Profile (14:05)
  • Selecting an Options Profile on start-up (16:00)
  • Securing your options (17:47)

Presented by Andrew Little

Date of broadcast: February 22, 2017





EFILE and Auto-fill my return (AFR) in TaxCycle (Part 1)

Learn about what’s new in EFILE this season and how to download information from the CRA Auto-fill my return (AFR).

Click a timestamp below to jump to a topic:

  • What's new in EFILE this season (2:57)
  • Enter your electronic transmission credentials (17:45)
  • Carry forward a T1 return with AFR data (19:44)
  • Submit a T1013 authorization request (20:44)
  • Download data from AFR (29:51)
  • Improvements to AFR interface for matching large numbers of slips (37:08)
  • Compare and verify slip data with AFR data (39:01)
  • EFILE T1 returns (43:22)

Presented by Cameron Peters

Date of broadcast: February 8, 2017





EFILE and Auto-fill my return (AFR) in TaxCycle (Part 2)

Learn about what’s new in EFILE this season and how to download information from the CRA Auto-fill my return (AFR).

Click a timestamp below to jump to a topic:

  • Download taxpayer information (0:37)
  • Resolve AFR review messages (10:03)
  • Transmit an entire family’s returns at once (20:42)
  • Download AFR data again (21:34)
  • Print and confirm signatures for T183 forms (26:10)
  • Aggregate data from multiple slips into one slip (28:23)
  • AFR history (38:10)

Presented by Cameron Peters

Date of broadcast: February 14, 2017



Family Returns

Learn how to prepare returns for the whole family in TaxCycle T1.

Click a timestamp below to jump to a topic:

  • Couple a principal taxpayer and spouse return (5:13)
  • Options for coupled returns (10:38)
  • Enter dependant credits (14:04)
  • Add full dependant returns (16:31)
  • Create a DoxCycle PDF for the whole family (18:15)
  • Create a separate DoxCycle PDF for a dependant (20:13)
  • Share business and motor vehicle statements between spouses (20:50)
  • Share medical expenses for dependants over 18 (27:52)
  • Tax optimizations on the Dependant Credit Summary (31:36)
  • Enter receipts on the Dependant Expenses worksheet (34:35)
  • Add married dependants to a family return (36:28)
  • Share slip information between spouses (43:12)
  • Transmit returns for the whole family at once (44:30)
  • Detach a taxpayer from a family return (54:53)
  • Family return keyboard shortcuts (56:27)
  • TaxCycle Family Summary (58:18)

Presented by Elizabeth Kohl

Date of broadcast: February 1, 2017






DoxCycle

Learn how to integrate DoxCycle into your practice workflow for paperless document gathering and archiving.

Click a timestamp below to jump to a topic:

  • Carry forward and link to create a DoxCycle file (10:56)
  • Create a DoxCycle file for a family (16:00)
  • Import and scan documents into DoxCycle PDFs (20:46)
  • Drag and drop from email (27:36)
  • DoxCycle Organize Index (28:50)
  • DoxCycle document magnifying glass (29:58)
  • Rename and classify (30:50)
  • Post to TaxCycle (37:28)
  • Review: Synchronize view (44:16)
  • Add tape to source documents (46:47)
  • DoxCycle review filters (49:58)
  • Add annotations and review marks to source documents (51:26)
  • Print/Save returns back to DoxCycle (53:20)
  • Extract files for upload to the CRA (56:16)
  • Page assistant (57:18)
  • Set up your own custom outline (57:54)

Presented by Andrew Little

Date of broadcast: January 25, 2017








Prepare and file slips in TaxCycle

In this webinar recording from January 11, 2017, you'll learn how to prepare and file T4, T4A, T5, T5018 slips.

Click a timestamp below to jump to a topic:

  • Options to set before preparing slips returns (3:56)
  • Carry forward ProFile® FX, Cantax® FormMaster or Taxprep® Forms (11:19)
  • Import slips from last year's XML or from Excel spreadsheet (16:07)
  • Set defaults for Info worksheet and slips (19:07)
  • Email to request missing slip information (29:18)
  • Use T4 adjustment options (30:09)
  • Produce T4 reduced EI slips (34.26)
  • File slips with Internet File Transfer (XML) (40:40)
  • Print slips, include PDF recipient copies (48:26)
  • Share slip data with T1 and T3 returns using SlipSync (51:17)

Presented by Elizabeth Kohl

Date of broadcast: January 11, 2017 





Client Manager

In this TaxCycle webinar, you'll learn how to set up and use the Client Manager database. 

Click a timestamp below to jump to a topic:

  • Set up a server or a stand-alone database (5m50s)
  • Connect to an existing database (12m44s)
  • Searching in the Client Manager (15m15s)
  • Views, previews and relationships (19m09s
  • Export data to Excel (19m38s)
  • Single-file functions carry forward (26m03s)
  • Quick searches (29m52s)
  • Create Custom Filters  (33m00s)
  • Batch carry forward (39m53s
  • Batch EFILE (45m22s)
  • Run other batch processes: print, print labels and calculate (48m13s)

Presented by Andrew Little

Date of broadcast: January 4, 2017 





Template Editor (part 1)

In this TaxCycle webinar, you'll learn how to customize correspondence using the TaxCycle Template Editor.  We'll also give you an introduction to adding field codes, conditional statements and constants to your templates.

Click a timestamp below to jump to a topic:

  • Different ways of accessing the Template Editor (4:26)
  • Template Editor interface overview (5:29)
  • letterhead and snippets (10:32)
  • Save and share templates on a network drive (21:42)
  • Quickly create a snippet for your letters (23:55)
  • How to create your own custom email templates (28:34)
  • How to add field codes (30:51)
  • Adding a constant to your template (33:21)
  • Adding and formatting date constants (35:42)
  • Using the pre-season letter template (37:51)
  • Adding field codes and conditional statements (39:32)

Presented by Elizabeth Kohl

Date of broadcast: December 14, 2016 





Template Editor (part 2)

Part 2 of the Template Editor webinar shows you how to add field codes, create conditions and use repeatable content to create your own custom client communications.

Click a timestamp below to jump to a topic:

  • Create your own custom template (4:48)
  • Adding and formatting field codes (7:39)
  • Constructing basic conditional statements (12:42)
  • Nesting field codes within conditional statements (14:28)
  • Using repeatable sections (25:02)
  • Using repeatable sections for family returns (32:07)
  • TaxCycle’s invisible conditions (33:43)
  • Using operators like less than or greater than (35:25)
  • Conditional statements and values for checkboxes (38:35)

Presented by Elizabeth Kohl

Date of broadcast: December 21, 2016 


Intro to TaxCycle T2 (Part 1) - Jan 17, 2017


In this webinar two-part webinar series, you'll learn how to get started with TaxCycle T2—specifically focusing on how to prepare first year filing returns and entering prior year information for established corporations.

 


Intro to TaxCycle: Optimizations worksheet and pension splitting - Jan 10, 2017


Learn about TaxCycle's Optimizations worksheet and pension splitting.

 


Intro to TaxCycle: RRSP worksheet and transfers of RRSP allowances - Dec 20, 2016


Learn more about our RRSP worksheet, transfers of RRSP allowances and how contributions flow.

 

Intro to TaxCycle T2 (Part 2) - Jan 24, 2017


This is the second webinar of a two part series that will introduce you to key concepts of preparing corporate returns in TaxCycle. 

Watch part 1 of this webinar series here - https://youtu.be/x_lDvVQpJ2Y 

 


Intro to TaxCycle: Capital gains and splitting amounts between spouses - Jan 3, 2017


Learn more about reporting capital gains and splitting amounts between spouses.

 


Intro to TaxCycle: Overview of TaxCycle summaries - Dec 13, 2016


In this webinar, you’ll get a general overview of TaxCycle summaries.