TaxCycle T1

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Personal Tax Return Preparation

TaxCycle T1 is built on the best of today's technology paired with familiar shortcuts and forms. 

With hundreds of delightful innovations, you'll be amazed at how you'll be processing tax returns more efficiently than ever before.

Pair DoxCycle with TaxCycle T1 to create an affordable paper-free process for your practice.

Switch to TaxCycle today

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®, VisualTax and ProFile® software.


Looking for Québec TP1 forms and calculations?

Calculations and format for Québec TP1 personal tax returns are included in the Complete Paperless Tax Suite. For any other bundle or TaxCycle T1 purchase, you can add them as a site license. Learn more about Québec TP1.

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Express NOA

Download instant assessment results immediately after filing and the full notice of assessment 24 hours later. You and your clients know what to expect. Instantly.

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ReFile adjustments

A blend of our automatic T1-ADJ and EFILE process. ReFILE in TaxCycle tells you to file an adjustment and guides you step-by-step. No guessing. No waiting.

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Smart Auto-fill my return (AFR)

Quickly match downloaded data with existing and past-year data, easily aggregate large numbers of slips, and identify new data when you download from AFR again.

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DoxCycle paperless process

Scan paper slips or import emails and attachments into DoxCycle, then post amounts into T1 tax returns. After filing, print the tax return back into DoxCycle for an archive of all documents.

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Control over optimizations

Tax optimizations run automatically as you enter data. Calculations show on the Optimizations worksheet, where you can adjust or disable credits to achieve the results you want.

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Faster family returns

Multiple generations in the same household? Prepare returns for all kinds of families and have TaxCycle optimize credits between them. All in one file. Then, EFILE them all at once in one click with Family Transmit.

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Unlimited templates

Built-in templates you won’t find anywhere else, like our Pre-Season checklist and Incomplete Slips email that help your clients gather everything they need for the coming tax season.

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Great CCA and assets

Data flow between Asset managers and Capital Cost Allowance (CCA) worksheets allow you to quickly enter a small amount of information, or manage many assets over multiple years.

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Over 1300 T1 review messages

Apply solutions in a single click with time-saving Quick Fix suggestions. Hide optional messages you don't want to see. Fast, accurate return preparation.

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T1 accuracy guarantee

We guarantee the accuracy of all T1 personal tax calculations made through our software.

If your client is charged interest on tax due to an inaccurate calculation made using the software, Trilogy Software will pay that interest, up to the cost of the software purchased. 

Read the full guarantee

 

Forms and features

RETURNS
Number of returns Unlimited
Prepare T1 returns for: 2012 onward
CARRYFORWARDS
TaxCycle T1 Yes
ProFile® T1 Yes
Cantax® T1 Yes
Taxprep® T1 Yes
DT Max® T1 Yes
VisualTax™ T1 Yes
Batch carryforward Yes
ELECTRONIC SERVICES
T1 EFILE Yes
Auto-fill my return (AFR) data download  Yes
Express NOA (notice of assessment)  Yes
T1013 electronic submission Yes
T1135 Foreign Income Verification Statement electronic filing Yes
Pre-authorized debit (PAD) requests  Yes
ReFILE of adjusted T1 returns  Yes
RETURN TYPES
Coupled taxpayer/spouse returns Yes
Family/dependant linking Yes
Non-resident and part-year resident returns Yes
Returns for deceased taxpayers Yes
Multiple-jurisdiction tax returns Yes
Bankruptcy returns Yes
TAX OPTIMIZATIONS
Pension income splitting Yes
Donations Yes
Medical expenses Yes
Transit Yes
Home buyers' amount Yes
Student loan interest Yes
Net-capital losses Yes
Non-capital losses Yes
Capital gains deduction Yes
Unused tuition/books/education transfers Yes
Working income tax benefit Yes
DATA INTEGRATION
Import slip data from DoxCycle Yes
Import slip data from TaxCycle T3, T4/T4A and T5 (SlipSync) Yes
Import data from Excel® Yes
Create a DoxCycle file from TaxCycle Yes
Carry forward and create both a TaxCycle and DoxCycle file Yes
Save a tax return back into a DoxCycle file Yes
Export invoices to QuickBooks® desktop and QuickBooks® online Yes
TEMPLATES AND CLIENT CORRESPONDENCE
Client letter (and joint client letter) Yes
Email templates Yes
Engagement letter Yes 
Incomplete slips letter/email (and joint/family incomplete slips) Yes
Email any template to client Yes
Invoice (and joint invoice) Yes
Billing using timer, schedules and forms Yes
Mailing labels (Avery, Brother, Dymo, etc.) Yes 
Send documents securely with e-courier.ca Yes
Pre-season letter  Yes
T7DRA – Electronic filing remittance form  Yes
File notes  Yes
WORKSHEETS
Allowable Business Investment Loss (ABIL) Yes
Bankruptcy Yes
Capital Gains/Losses Manager (S3M) Yes
Canada Child Benefit (CTB) Yes
Credits (various credit amounts) Yes
Dependant details (Dep) Yes
Dependant child care/fitness/arts expenses (DepEx) Yes
Deductions (various deductions) Yes
Donations Yes
EFILE results Yes
EFILE worksheet Yes
Engagement – Client engagement information Yes
Express NOA Yes
Foreign Tax Credit (FTC) Yes
GST/HST (Goods and Services Tax/Harmonized Sales Tax) Yes
Immigrant/Emigrant  
Personal Information (Info) Yes
Income (various income amounts) Yes
Instalments Yes
Medical expenses Yes
Medical travel expenses Yes
Motor vehicle expenses Yes
Net capital losses Yes
Non-capital losses Yes
Optimizations Yes
Pre-authorized debit (PAD) results Yes
Registered Pension Plan (RPP) deductions Yes
RRSP contributions Yes
Next year RRSP deduction limit (RRSPNext) Yes
Social Benefits Repayment Yes
Student Loan Interest Yes
Support Payments Yes
SUMMARIES
2-year client summary Yes 
2-year variance summary Yes
5-year summary Yes
T1 summary Yes
T1 short summary Yes 
Auto-fill my return (AFR) summary Yes
Carry forward summary Yes
Client data enquiry (SEND) summary Yes
Dependants credit summary Yes
Joint summary Yes
Family summary Yes
Long family summary Yes
Foreign tax credits summary (FTCSum) Yes
Pension summary Yes
Rental/business statement summary (StatementSum) Yes
Memos summary Yes
Slips summary Yes
Tapes summary Yes
FEDERAL/PROVINCIAL SCHEDULES AND FORMS
T1 Jacket and T1 Condensed Yes
Federal Schedules 1 through 13 Yes
Federal schedules for non-residents: A, B, C, D, T1159, T1234 Yes
Alberta: AB428, ABS2, ABS11, T89 Yes
British Columbia: BC428, BC479, BCS2, BCS11, BCS12, T88, T1014, T1014-1, T1014-2, T1231 Yes
Manitoba: MB428, MB428A, MB479, MBS2, MBS11, T1005, T1241, T1256, T1256-1, T1299, T4164 Yes
New Brunswick: NB428, NBS2, NBS11, T1258 Yes
Newfoundland and Labrador: NL428, NLS2, NLS11, T1129, T1272, T1279 Yes
Nova Scotia: NS428, NSS2, NSS11, T1285 Yes
Northwest Territories: NT428, NT479, NTS2, NTS11 Yes
Nunavut: NU428, NU479, NUS1, NUS11, T1317 Yes
Ontario: ON428, ON479, ONBEN, ONS2, ONS11, ONS12, T1221, Ontario Self-Employment Credits worksheet, Ontario Trillium benefit estimate Yes
Prince Edward Island: PE428, PES2, PES11 Yes
Québec TP1 returns Included in Complete Paperless Tax Suite. Or, Sold separately.
Saskatchewan: SK428, SK479, SKS2, SKS11, RC360, T1237, T1284 Yes
Yukon: YT428, YT432, YT479, YTS2, YTS11, T1232 Yes
T2203 – Provincial and Territorial Taxes – Multiple Jurisdictions Yes
SLIPS
T3 – Trust Income Yes
T4 – Remuneration Paid Yes
T4A – Pension Retirement, Annuity and Other Income Yes
T4A(OAS) – Old Age Security Yes
T4A(P) – Canada Pension Plan Benefits Yes
T4A-RCA – Distributions from a Retirement Compensation Arrangement Yes
T4E – Employment Insurance and Other Benefits Yes
T4PS – Profit-Sharing Plan Allocations and Payments Yes
T4RIF – Income from a Registered Retirement Income Fund Yes
T4RSP – Income from an RRSP Yes
T5 – Investment Income Yes
T5007 – Benefits Yes
T5008 – Security Transactions Yes
T5013 – Partnership Income/Tax Shelters and Renounced Resource Expenses Yes
T101 – Resource Expenses Yes
RC62 – Universal Child Care Benefit (UCCB) Yes
RC210 – Working Income Tax Benefit (WITB) Yes
Tuition (T2202/A, TL11A/B/C) Yes
Foreign Income Yes
INCOME STATEMENTS
T776 – Real Estate Rentals, plus related CCA/asset worksheets Yes
T2042 – Farming Activities, plus related CCA/asset, CEC, farming inventory adjustment and T1139 Yes
T2121 – Fishing Activities, plus related CCA/asset, CEC and T1139 Yes
T2125 – Business or Professional Activities, plus related CCA/asset, CEC and T1139 Yes
T1163/T1273 – AgriStability Statement A, plus related CCA/asset, CEC, farming inventory adjustment and T1139 Yes
T1164/T1274 – AgriStability Statement B Yes
DEDUCTIONS
T1M – Moving expenses Yes
T657 – Capital gains Yes
T746 – Unused RRSP, PRPP and SPP contributions Yes
T777 – Employment expenses and related worksheet Yes
T778 – Child care expenses Yes
T929 – Disability support payments Yes
T936 – Cumulative net investment loss (CNIL) Yes
T1032 – Joint election to split pension income Yes
T1212 – Deferred security options benefits Yes
T1223 – Clergy residence deduction Yes
T1229 – Resource expenses and depletion allowance Yes
T2017 – Reserves on dispositions of capital property Yes
T2200 – Declaration of conditions of employment Yes
T2205 – Spousal RRSP/RRIF amount for income inclusion Yes
T2222 – Northern residents deductions Yes
T5004 – Tax shelter loss or deduction Yes
TL2 – Meals and lodging expenses Yes
RC267/RC268 – Employee contributions to a US retirement plan Yes
RC269 – Employee contributions to a foreign pension plan or social security arrangement Yes
TAX AND CREDITS
T626 – Overseas employment tax credit Yes
T691 – Alternative minimum tax Yes
T1170 - Capital gains on gifts of certain capital property Yes
T1172 – Tax on RESP income Yes
T1206 – Tax on split income Yes
T2036 – Provincial or territorial foreign tax credit Yes
T2038 – Investment tax credit (individuals) Yes
T2201 – Disability tax credit certificate Yes
T2204 – CPP and EI overpayment Yes
T2209 – Federal foreign tax credits Yes
CPT20 – Election to pay CPP contributions Yes
GST370 – Employee and partner GST/HST rebate application Yes
RC359 – Tax on excess employees profit-sharing plan amounts Yes
RC381 – Inter-Provincial Calculation for CPP and QPP Yes
FILING AND AUTHORIZATION
DC905 – Bankruptcy identification form Yes
T1A – Request for loss carryback Yes
T1ADJ – T1 Adjustment request Yes
T1DD – Direct deposit request (individuals) Yes
T183 – Information return for electronic filing Yes
T1013 – Authorizing or cancelling a representative Yes
T1132 – Alternative address authorization Yes
T1135 – Foreign income verification statement Yes
T1141 – Transfers or loans to a non-resident trust Yes
T1153 – Consent and request form Yes
T1161 – List of properties by an emigrant of Canada Yes
T1162A – Pre-authorized payment plan Yes
T1198 – Qualifying retroactive lump-sum payment Yes
T1243 – Deemed disposition of property by an emigrant of Canada Yes
T1244 – Election to defer payment of tax on a deemed disposition of property Yes
T2091/WS – Designation of a property as a principal residence Yes
TX19 – Asking for a clearance certificate Yes
RC59 – Business consent form Yes
RC71 – Statement of discounting transaction Yes
RC72 – Notice of the actual amount of refund of tax Yes