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.

View our latest webinar recordings in the video playlist above by clicking on the following icon  YouTube-playlist-icon  (Located in the top left-hand corner of the video player).

Or, scroll down the page to browse our videos and jump to specific topics within each video.


Last minute slips filing

Check out this quick webinar to learn how to:

  • Enter your slips filing settings (1:15)
  • Finalize your slips return (9:14)
  • File with Internet file transfer (11:17)

Date of broadcast: February 22, 2018

Presented by: Annie Cadoret

 

Express NOA (Notice of Assessment)

Did you know you can receive your client’s CRA notice of assessment (NOA) immediately after electronic filing? Learn how to download NOAs using TaxCycle T1. Click a timestamp below to jump to a topic:

  • Part F on the T183 authorization form (7:40)
  • T1 options relating to NOA (11:09)
  • EFILE messages relating to Express NOA (15:55)
  • Downloading a client’s NOA (18:34)
  • Printing an NOA for your client (22:13)
  • Express NOA in the Client Manager (26:33)

Date of broadcast: February 21, 2018

Presented by: Elizabeth Kohl

 

Auto fill my return (AFR)

Learn how to download slip and other data from the Canada Revenue Agency (CRA) directly into T1 tax returns. Find out about time-saving features only available in TaxCycle T1 that make Auto-fill my return (AFR) even more useful and efficient. You will learn how to:

    • Obtain T1013 authorization (4:23)
    • Request AFR downloads (11:32)
    • Match and import downloaded data (15:52)
    • Refresh client data before filing (23:00)
    • Consolidate multiple slips into a single entry (28:05)
    • Use downloaded information in a tax return (33:45)

Date of broadcast: February 14, 2018

Presented by: Elizabeth Kohl

 

EFILE and More!

Get ready for the 2018 opening of the Canada Revenue Agency (CRA) T1 EFILE system with TaxCycle. Learn about:

  • What’s new this year (1:53)
  • Transmit sidebar (6:23)
  • Filing a T1013 form (6:49)
  • Getting ready to file a T1 return (14:36)
  • Changes to the T183 authorization form (16:49)
  • Filing a return using EFILE (22:51)
  • Transmitting multiple filing types at the same time (27:46)
  • T1135 Foreign income verification statement (28:58)
  • EFILE Options (29:55)
  • Pre-Authorized Debit (33:22)
  • Transmitting family returns (35:48)
  • Filing T1 adjustments using ReFILE (41:22)
  • Batch transmit from the Client Manager (48:15)

Date of broadcast: February 8, 2018

Presented by: Elizabeth Kohl

 

Shared Options Profiles

Save time when querying the Client Manager database. Use saved searches and column layouts to set your favourites. Learn how to:

  1. Save custom searches (1:40)
  2. Attach a column layout to a saved search (9:58)
  3. Create a custom column layout (11:56)
  4. Export to Excel® from the Client Manager (19:40)

Date of broadcast: February 6, 2018

Presented by: Andrew Little

 

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



Client Manager (Part 1)

Learn how to get started with the Client Manager. Click a timestamp below to jump to a topic:

  • Set up the Client Manager (1:43)
  • Search your data (15:58)
  • Previews and relationships (25:02)
  • Single-file actions: carry forward, open, etc. (42:41)

Presented by: Andrew Little

Date of broadcast: Tuesday, January 9, 2018


Client Manager (Part 2)

Add to your Client Manager skills and learn about these advanced functions:

  • Filters and saved searches (2:05)
  • Advanced searching (13:33)
  • Column layouts (20:03)
  • Excel® export (30:37)
  • Batch functions: EFILE and Print (35:12)

Presented by: Andrew Little

Date of broadcast: Wednesday, January 10, 2018


Client Manager—Saved Searches and Column Layouts

Save time when querying the Client Manager database. Use saved searches and column layouts to set your favourites. Learn how to:

  1. Save custom searches (1:40)
  2. Attach a column layout to a saved search (9:58)
  3. Create a custom column layout (11:56)
  4. Export to Excel® from the Client Manager (19:40)

Date of broadcast: January 24, 2018

Presented by: Andrew Little

 

What's new in T2?

Find out what’s new for corporate returns in the latest TaxCycle T2 release. Click a timestamp below to jump to a topic:

  • Understanding the changes to Schedule 10 (0:42)
  • Downloading data from CRA T2 Auto-fill (10:52)
  • Uploading documents with T2 Attach-a-doc (18:12)

Date of broadcast: December 14, 2017

Presented by: Tony Croft & Elizabeth Kohl

 

Template Editor (Part 1)

Start with the basics in Part 1.

Click a timestamp below to jump to a topic:

  • Finding and opening built-in templates (5:55)
  • Adding your logo and signature (7:44)
  • Sharing templates (10:46)
  • Understanding letterhead snippets (13:23)
  • Editing and previewing the letterhead snippets (16:42)
  • Emailing templates (25:10)
  • Personalizing a letter for one client (31:00)

Date of broadcast: December 11, 2017

Presented by: Elizabeth Kohl


Template Editor (Part 2)

Take your client communications to the next level with this three-part webinar series. Part 2 guides you through creating and customizing templates.

Click a timestamp below to jump to a topic:

  • Creating a new template (4:14)
  • Inserting a snippet template into another template (5:35)
  • Formatting dates (10:59)
  • Setting template properties (15:27)
  • Choosing a template type email, letter, invoice, label (19:36)
  • Date constants (30:57)

Date of broadcast: December 12, 2017

Presented by: Elizabeth Kohl


Template Editor (Part 3)

Take your client communications to the next level with this three-part webinar series. This final segment touches on more advanced topics.

Click a timestamp below to jump to a topic:

  • Sending batch emails (2:36)
  • Getting a list of slips from a return (8:16)
  • Creating a repeatable section (16:22)
  • Excluding content based on taxpayer (27:11)
  • Working with conditions and tables (30:58)

Date of broadcast: December 13, 2017

Presented by: Elizabeth Kohl


Time-Saving Keyboard Shortcuts

Speed up your tax return preparation by learning keystrokes and keyboard shortcuts that save you time in TaxCycle.

Click a timestamp below to jump to a topic:

  • Changing the layout of the TaxCycle window (4:05)
  • Faster data entry (10:25)
  • Jumping between forms (23:13)
  • Moving between taxpayers in a family return (26:18)
  • Adding and removing memos, tapes and review marks from fields (30:05)
  • Opening summaries (45:10)

Date of broadcast: November 29, 2017

Presented by Annie Cadoret


Intro to DoxCycle (Part 1)

Learn how to integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice and introduce some of the new features for the coming season. Click a timestamp below to jump to a topic:

  • Create a DoxCycle file from a T1 tax return (11:20)
  • New! Create files for T3, T4/T4A and T5 documents (20:15)
  • Import and scan documents into DoxCycle PDFs (23:02)
  • Drag and drop source documents from an email (27:34)
  • Organize documents in DoxCycle (35:07)
  • New! Add cross-reference links (46:14)

Presented by Andrew Little

Date of broadcast: Tuesday, November 21, 2017


Intro to DoxCycle (Part 2)

Learn how to integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice and introduce some of the new features for the coming season. Click a timestamp below to jump to a topic:

  • Extract slip amounts and post them into TaxCycle T1 (6:25)
  • New! Filter the document index (17:12)
  • Print tax returns back into DoxCycle (25:30)
  • Set up your own custom outline (30:40)
  • Extract files for upload to the CRA (37:21)
  • New! Add documents to the automatic classifier (38:53)

Presented by Andrew Little

Date of broadcast: Wednesday, November 22, 2017


Workflow groups and tasks

Click a timestamp below to jump to a topic:

  • Configure groups and tasks to match your practice workflow (4:29)
  • Choose which tasks are required to consider a tax return complete (7:50)
  • Show workflow before saving (14:26)
  • Flag a return that is waiting on client input (15:09)
  • Set a due date on a return (16:22)
  • Automatically track adjustments made after filing (18:18)
  • Filter based on return status in the Client Manager (22:56)

Date of broadcast: Wednesday, November 8, 2017

Presented by: Andrew Little

 

Preparing a basic T1 return

Get a glimpse of what a tax season is like with TaxCycle. Walk through preparing a basic T1 tax return in TaxCycle. Click a timestamp below to jump to a topic:

Click a timestamp below to jump to a topic:

  • Carrying forward from the prior year (2:04
  • Entering taxpayer information (9:35)
  • Adding T4, T4E and T5 slips (12:15)
  • Resolving review messages before filing (26:51)

Presented by Annie Cadoret

Date of broadcast: Wednesday, November 1, 2017



TaxCycle Options

Set up TaxCycle just the way you like it. Get an overview of the important options you should know about. Click a timestamp below to jump to a topic:

Click a timestamp below to jump to a topic:

  • Important options to set before starting 2017 T1 returns (2:38)
  • How to use your logo and signature image in letters (4:39)
  • Where to enter preparer and firm contact information (5:50)
  • Where to set your EFILE number and password (11:13)
  • Changes to workflow options (11:50)
  • How to connect an existing Client Manager server (13:10)
  • New file and folder options (14:04)
  • Automatic update preferences (17:25)
  • Little-known return preparation options (19:00)
  • Settings to show and hide review messages (21:30)
  • How to set prices to invoice T1 clients (23:14)

Presented by Andrew Little

Date of broadcast: Wednesday, October 18, 2017


Magic folder options for client returns

Learn an easier way to configure the default folders for saving your client files.

Click a timestamp below to jump to a topic:

  • Use variables to create a default folder structure  (2:06)
  • Automatically create folders by client name, year, and more  (3:56)
  • Configure exceptions to allow for custom folder paths  (7:25)

Presented by Andrew Little

Date of broadcast: Wednesday, October 4, 2017


TaxCycle Basics: Navigation

Get started in TaxCycle. Click on a timestamp below to jump to a topic:

  • Switch taxpayers (F5)—1:52
  • Zoom forms—5:59
  • Prepare sidebar (F7)—10:33
  • Fast Find (F4)—16:15
  • Fast Switch (Ctrl+Tab)—19:12
  • Drill down to source (F6)—21:34
  • Search text on forms (Ctrl+F)—23:53
  • Slips navigation—25:15
  • Favourites bar—26:55
  • Default tabs—30:03
  • Quick Access menu—34:29
  • Related options—36:09

Presented by Elizabeth Kohl

Date of broadcast: Wednesday, June 21, 2017


TaxCycle Basics: Review Process

Get started in TaxCycle. Click on a timestamp below to jump to a topic:

  • Recognize visual cues to tell you about return status (2:30)
  • Find and resolve audit and review messages (7:11)
  • Use Quick Fix solutions to save time resolving errors (11:35)
  • Hide review messages you don’t need (16:58)
  • Add review marks and memos (19:45)
  • Use summaries in your review process (30:54)
  • Track the status of each return (39:21)

Presented by Annie Cadoret

Date of broadcast: Wednesday, June 14, 2017



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



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