Webinars

“Magic” folders for client returns

New in TaxCycle this year: an easier way to configure the default folders for saving your client files.

See this new feature in action and learn how to:

  • Use variables to create a default folder structure
  • Automatically create folders by client name, year, and more
  • Configure exceptions to allow for custom folder paths
  • Convert your prior-year settings

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Date and time: Wednesday, October 4 at 11:00 a.m. MT

Presenter: Andrew Little

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TaxCycle Options

Set up TaxCycle just the way you like it. Get an overview of the important options you should know about. Discover:

  • Important options to set before starting 2017 T1 returns
  • How to connect an existing Client Manager server
  • Where to enter preparer and firm contact information
  • How to use your logo and signature image in letters
  • Little-known return preparation options
  • Where to set your EFILE number and password
  • New file and folder options
  • Automatic update preferences
  • Settings to show and hide review messages
  • Changes to workflow options
  • How to set prices to invoice T1 clients

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Date and time: Wednesday, October 18 at 11:00 a.m. MT

Presenter: Andrew Little

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Switch to TaxCycle - October 26th

Have you heard the buzz about TaxCycle? Want to know more about switching pro tax software this year? 

Join us for this webinar to find out why TaxCycle is trusted by Canadian tax preparers and accountants. This webinar will cover a few of the features that help you save you up to a day a week.

Sign up for a free trial and enjoy our support commitment (it’s free even during your trial period), seminar and online training opportunities.

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Date and time: Thursday, October 26 at 11:00 a.m. MT

Presenter: Perry Giagos

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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.  Topics include:

  • Carrying forward from the prior year
  • Entering taxpayer information
  • Adding T4, T4E and T5 slips
  • Resolving review messages before filing

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Date and time: Wednesday, November 1 at 11:00 a.m. MT

Presenter: Annie Cadoret

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