The TaxCycle Suite makes it easy to gather, organize, prepare, and archive returns for quick responses in the future. Things you've been doing your whole career as a professional tax preparer are quicker, simpler and more intuitive in TaxCycle.
Carry forward files from other software brands, flawlessly. Seamlessly carry forward returns from ProFile®, Cantax®, Taxprep® and DT Max®. The Client Manager keeps track of your old files too!
Smart Auto-fill my return (AFR) data download. Scan and import from DoxCycle. Carry back to prior years. Refresh carryforwards. Smart copy/paste. Corporate linking. Excel® import. SlipSync slips to T1 returns.
Send documents to your clients for signature directly from TaxCycle and track the receipt of those signatures. Request electronic signatures from your T1 and T2 clients on CRA and Revenu Québec forms, and TaxCycle letters.
Scan paper receipts and slips or email attachments into DoxCycle. Import amounts into TaxCycle. Give your clients a PDF archive to keep. Respond quickly to information requests from government authorities.
TaxCycle fits your office, whether large or small. Share only the options you want. Hide review messages you don't need. Build unlimited custom letter and email templates. Configure workflow tasks to match your practice.
Messages immediately alert you about potential issues. Quick Fix solutions help you resolve them in one click. Disable review messages you don’t need. Manage multiple reviewers with review marks and memos.
Form search that works like your favourite search engine. Search by keyword, line number, amount, account number, name, business, and more. On a form, search the words on the page to jump quickly to the field you need.
How often have you been a week away from T1 filing deadline and wondered how you will get it all done? TaxCycle’s powerful Client Manager makes it easy find out which clients you need to put at the top of the list.
Keeping track of all the steps of preparing a tax return has grown harder over the years, and every firm does it differently. TaxCycle's workflow is fully customizable to your practice.
Find out for yourself why thousands of tax preparers have already switched. Get up and running in just 10 minutes with your free trial of the TaxCycle Suite. Seamlessly carry forward returns from DT Max®, Cantax®, Taxprep® and ProFile® software.
Tax Modules |
Complete Paperless Tax Suite |
Paperless Office |
Tax Basics |
|---|---|---|---|
| T1 — Personal Tax | |||
| TP1 — Québec Personal Tax | |||
| T2 — Corporate Tax | |||
| T3 — Trust Tax | |||
| T4 — Remuneration and Other Income | |||
| T5 — Investment Income | |||
| T5013 — Partnership Income | |||
| T5018 — Contractor Payments | |||
| Forms — Assorted Forms | |||
| T3010 — Registered Charities | |||
| NR4 — Non-Residents | |||
| RL — Québec Relevés | |||
| Tools | |||
| DoxCycle — Document Management | |||
| Client Manager | |||
| Template Editor |
