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Webinar recordings

Welcome to the TaxCycle webinar recordings page. You'll find lots of how-to tips and tricks within our latest webinar videos below. Learn about our many innovations and how TaxCycle can make your practice more efficient. If you are new to TaxCycle and would like a free personal training session, you can book a demo here.

 

 
 

How to Watch

  1. Watch our latest webinar recordings through the YouTube playlist below. 
  2. Jump to a specific video in the playlist by clicking the menu button YouTube-playlist-icon at the top left corner of the video. 
  3. Or, scroll down the page to see the complete list of available videos and jump to a specifics topics.

 


Preparing a T3 return

Learn how to prepare a basic T3 trust return. Click a timestamp below to jump to a topic:

  • Creating a T3 return from a T1 return. (1:05)
  • Entering beneficiary information. (5:39)
  • Allocating income to beneficiaries. (10:31)
  • Using Schedule 9 worksheet to decide which amounts to tax in the trust. (16:57)
  • Preparing T3 slips. (18:49)
  • Filing T3RET and slips. (22:19)
  • Adjusting a T3 return after it has been filed. (26:16)

Date of broadcast: June 25, 2019

Presented by: Sarka Hojda

 

Immigrant/Emigrants

Prepare returns for taxpayers and spouses who immigrated to or emigrated from Canada during the year. Click a timestamp below to jump to a topic:

  • Non-resident spouse (full year) (1:01)
  • Immigrants (7:35)
  • Emigrants (15:18)

Date of broadcast: June 20, 2019

Presented by: Tony Croft

 

TaxCycle T2 Tips

Learn tips to speed up T2 preparation and filing in TaxCycle. Click a timestamp below to jump to a topic:

  • GIFI import (2:05)
  • Notes to financial statements (5:30)
  • T2 Auto-fill (9:42)
  • T2 Pre-Validation (12:26)
  • CCA and Schedule 8 reconciliation (13:23)
  • Accelerated CCA (16:13)
  • RC59/RC59x EFILE (21:03)
  • Schedule 7 investment income and foreign tax (25:38)
  • Adjusting a T2 return after it has been filed (28:26)
  • Foreign income EFILE (T1135, T1134, T106) (32:13)
  • T2 Attach-a-doc (34:25)

Date of broadcast: June 18, 2019

Presented by: Sarka Hojda

 

Client Manager: How to create a report of clients who need to pay the CRA

Learn how to generate a report of your clients who need to make a payment or pay installment payments to the CRA. Click a timestamp below to jump to a topic:

  • Perform batch operations with Client Manager (2:15)
  • Batch calculate to find returns that meet a specific criteria (5:19)
  • Export that list to Excel (13:01)

Date of broadcast: March 20, 2019

Presented by: Andrew Little

 

Tax on Split Income (TOSI)

In this short webinar, learn about handling the new TOSI rules in TaxCycle. Click a timestamp below to jump to a topic:

  • How to find more information on credits used in the calculation of TOSI (3:10)
  • How to trigger calculations on the T1206 form (6:10)
  • Where to enter amounts that are subject to tax on split income (8:56)

Date of broadcast: March 13, 2019

Presented by: Sarka Hojda

 

Accelerated CCA, Schedule 14, and more...

In this short webinar, learn about new changes for T1 returns. Click a timestamp below to jump to a topic:

  • Trigger accelerated CCA calculations for Accelerated Investment Incentive Property (AIIP) (1:07)
  • Complete Schedule 14 for provinces that participate in the Climate Action Incentive (14:37)
  • How to print the form as it appears on screen (20:57)

Date of broadcast: March 14, 2019

Presented by: Tony Croft

 

Client Manager: How to find clients who haven't returned

Learn how to search the Client Manager for clients who have yet returned for this tax season. Click a timestamp below to jump to a topic:

  1. Use filters in the Client Manager to narrow search results (2:13)
  2. Save the search as a Quick Search to use again (11:02)
  3. Customize the columns that appear in the search results (16:00)
  4. Export that list to Excel (19:34)

Date of broadcast: March 6, 2019

Presented by: Andrew Little

 

EFILE and Express NOA

Learn how to electronically file personal tax returns through the Canada Revenue Agency (CRA) T1 EFILE system using TaxCycle. Click a timestamp below to jump to a topic:

  1. Set EFILE options (1:10)
  2. Complete a T183 authorization (2:55)
  3. Transmit a T1 return (7:45)
  4. Resolve review messages before filing (8:11)
  5. Set up Pre-Authorized Debit (PAD) payments (13:05)
  6. Transmit multiple filing types at the same time (14:24)
  7. Transmit family returns (17:20)
  8. Collect the client’s Notice of assessment (NOA) (19:16)
  9. Batch transmit from the Client Manager (23:54)
  10. File T1 adjustments using ReFILE (27:57)

Date of broadcast: February 27, 2019

Presented by: Cameron Peters

 

Billing and Invoicing

Learn how to use TaxCycle to invoice your clients. Click a timestamp below to jump to a topic:

  • Set invoicing options (3:26)
  • Export invoice to QuickBooks® (7:29)
  • Set pricing options and copy prices from year-to-year (9:15)
  • Complete the Billing worksheet (17:15)
  • Print or email and invoice to clients (27:04)
  • Track billing status in workflow (31:41)
  • Report on billing status in the Client Manager (34:09)

Date of broadcast: February 21, 2019

Presented by: Perry Giagos

 

Family Returns

Prepare returns for all family members in a single TaxCycle file. Click a timestamp below to jump to a topic:

  • Couple taxpayer and spouse (1:59)
  • Add dependant information to a file (8:59)
  • Create family returns with full dependant tax information (14:54)
  • Coupling dependant returns (17:40)
  • Review and adjust optimizations (21:55)
  • Carry forward family files (25:47)
  • Detaching or uncoupling a return (28:27)
  • Joint and family summaries (30:47)
  • Joint and family letters and invoices (32:26)
  • Options to help with couples and family (35:16)
  • Transmit returns for a whole family (37:04)
  • Print returns for a whole family (39:50)

Date of broadcast: February 20, 2019

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. Click a timestamp below to jump to a topic:

  • Obtaining T1013 authorization (1:39)
  • Requesting AFR downloads (10:54)
  • Matching and importing downloaded data (13:08)
  • Refreshing client data before filing (15:42)
  • Aggregating multiple slips into a single entry (22:19)
  • Using downloaded information in a tax return (25:38)
  • Export AFR values to Excel (29:24)

Date of broadcast: February 13, 2019

Presented by: Cameron Peters

 

Review Tools

Brush up on the basics in TaxCycle. Click a timestamp below to jump to a topic:

  • Find and resolve audit and review messages (6:04)
  • Use Quick Fix solutions to save time resolving errors (8:26)
  • Hide review messages you don’t need (9:54)
  • Add review marks and memos (12:50)
  • Customize your review workflow (17:53)
  • View review history (21:45)
  • Use summaries in your review process (24:37)
  • Use data monitors (28:04)

Date of broadcast: February 6, 2019

Presented by: Perry Giagos

 

Slips Returns (Part 1)

Learn how to carry forward and prepare slips in TaxCycle.
Click a timestamp below to jump to a topic:

  • Set default New File options for slips modules (5:17)
  • Carry forward from ProFile® FX, Cantax® FormMaster or Taxprep® Forms (12:24)
  • Carryforward XML files from prior year (15:28)
  • Info worksheet defaults (21:43)
  • Set default Other information boxes (24:47)
  • New! Create T2200 from the T4 data (28:33)
  • T4 reduced EI slips (33:20)
  • T4 adjustments (36:01)
  • Create Québec Relevés from slips (39:25)

Date of broadcast: January 30, 2019

Presented by: Elizabeth Kohl

 

Slips Returns (Part 2)

Learn how to file slips in TaxCycle, and share that information between modules with SlipSync. Click a timestamp below to jump to a topic:

  • Create T4 or T5 slips from a T2 return (1:22)
  • Enhanced! Import slips from Excel® (5:09)
  • Email missing slip information (18:30)
  • Transmission options (20:44)
  • Review with summaries (28:44)
  • File slips with Internet File Transfer (XML) (32:34)
  • File amended and cancelled slips (36:09)
  • SlipSync with T1 returns (38:34)
  • Print recipient slips to separate PDF files (40:59)

Date of broadcast: January 31, 2019

Presented by: Elizabeth Kohl

 

Navigation and Fast Find

Brush up on the basics in TaxCycle. Click a timestamp below to jump to a topic:

  • Switching between spouse/partner (3:14)
  • Adding a dependant (4:45)
  • Maximizing screen space (5:23)
  • Viewing windows side-by-side (7:22)
  • Finding and opening forms from the Prepare sidebar (9:59)
  • Searching for forms, fields, amounts in F4 Fast Find (17:24)
  • Drilling down on fields (F6) for source data (20:24)
  • Using the find in form function (21:54)
  • Using slip navigation (23:35)
  • Setting your own favourites (24:52)
  • Setting default form tabs (27:14)
  • Using the quick access toolbar (29:10)
  • New! Using the form section navigator (33:27)

Date of broadcast: January 23, 2019

Presented by: Perry Giagos

 

Client Manager Part 1: Basics

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

  • Client Manager setup (2:57)
  • Indexing and folders (6:23)
  • Setting up an additional folder (15:17)
  • Basic searches (19:50)
  • Views and previews (22:44)
  • Opening and carrying forward files (26:36)

Date of broadcast: December 18, 2018

Presented by: Andrew Little

 

Client Manager Part 2: Search and Batch

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

  • Search terms (0:49)
  • Custom filters (5:26)
  • Batch functions (18:45)

Date of broadcast: December 19, 2018

Presented by: Andrew Little

 

Client Manager Part 3: Layouts and Exports

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

Date of broadcast: December 20, 2018

Presented by: Andrew Little

 

Template Editor Part 1: The Basics

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

  • Finding and opening built-in templates (3:08)
  • Adding your logo and signature (11:50)
  • Editing the letterhead (14:08)
  • NEW! Using salutation snippets (27:50)
  • Using nicknames in salutations (30:15)
  • Emailing templates (37:48)

Date of broadcast: December 11, 2018

Presented by: Elizabeth Kohl

 

Template Editor Part 2: Customizing Templates

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

  • Personalizing a letter for one client (1:14)
  • Creating a blank template (4:13)
  • Setting template properties (5:29)
  • Testing templates (11:55)
  • Copying a field code (12:59)
  • Inserting a date constant (14:36)
  • Finding field codes for EFILE status (16:45)
  • Formatting field codes: dates (20:25)
  • Finding field codes for workflow items (24:06)
  • Writing and using conditions (26:39)

Date of broadcast: December 12, 2018

Presented by: Elizabeth Kohl

 

Template Editor Part 3: Conditions and Questions

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

  • Answers to your questions (0:59)
  • Splitting out the CurrentClient context (7:46)
  • Discover the values for radio buttons or drop-downs (10:30)
  • Adding balance owing and refund (14:52)
  • Formatting currency (17:18)
  • Creating repeatable sections (21:24)
  • Inserting snippets (29:32)
  • Used and relevant conditions (33:42)

Date of broadcast: December 13, 2018

Presented by: Elizabeth Kohl

 

TaxCycle News and Tips

Learn about the new features coming to TaxCycle this year along with tips for getting the most out of the TaxCycle Suite. Click a timestamp below to jump to a topic:

  • DocuSign® partnership announcement (1:38)
  • Using section header navigation (4:05)
  • Setting up and using tabs (6:11)
  • Using custom fields (9:33)

Date of broadcast: December 6, 2018

Presented by: Cameron Peters

 

Options Profiles

Learn how to share TaxCycle settings across your office. Click a timestamp below to jump to a topic:

  • Setting up an Options Profile (2:16)
  • Emailing and sharing an Options Profile (10:32)
  • Installing an Options Profile (13:25)
  • Selecting an Options Profile on start-up (20:19)
  • Securing your Options Profile (23:04)
  • Backing up your Options Profile (28:39)

Date of broadcast: December 5, 2018

Presented by: Andrew Little

 

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. Click a timestamp below to jump to a topic:

  • Creating a DoxCycle file from a T1 tax return (4:48)
  • Creating files for T2, T3, T4/T4A and T5 documents (14:25)
  • Importing and scanning documents into DoxCycle PDFs (16:00)
  • Organizing documents in DoxCycle (24:00)
  • Adding cross-reference links (31:00)

Date of broadcast: November 28, 2018

Presented by: Andrew Little

 

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.

Click a timestamp below to jump to a topic:

  • Filtering the document index (3:26)
  • Extracting slip amounts and post them into TaxCycle T1 (8:26)
  • Adding documents to the automatic classifier (18:25)
  • Printing tax returns into DoxCycle (22:34)
  • Extracting files for upload to the CRA (26:37)
  • Setting up a custom outline (29:07)

Date of broadcast: November 29, 2018

Presented by: Andrew Little

 

TaxCycle Time-Saving Features

TaxCycle users report saving at least one day, every week, with our software. Watch this webinar recording to see how the TaxCycle Suite can eliminate repetitive tasks and save you time. Click a timestamp below to jump to a topic:

  • Carryforward (2:26)
  • Batch Carryforward (5:45 )
  • Prior Year (9:51)
  • Refresh Carryforward (11:57)
  • Refresh Carryback (12:55)
  • F4 Fast Find (13:25)
  • Find in Form (16:54)
  • F6 Jumps (17:40)
  • Quick Fix Messages (18:36)
  • Corporate Linking (20:03)
  • Create Other Return (23:00)

Date of broadcast: October 30, 2018

Presented by: Elizabeth Kohl

 

Setting 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:

  • Where to enter firm contact information (3:29)
  • How to use your logo and signature image in letters (4:09)
  • Where to enter preparer information (6:01)
  • Where to set your EFILE number and password (8:19)
  • Controlling automatic updates (16:05)
  • Configuring review messages (33:15)
  • Setting up pricing (35:25)
  • Setting print options (37:39)

Date of broadcast: October 17, 2018

Presented by: Andrew Little

 

Foreign income and tax credits

Learn how to handle foreign income and tax credits in T1 returns. Click a timestamp below to jump to a topic:

  • Enter foreign income on slips (1:52)
  • Enter rental income from a foreign property (13:49)
  • Convert amounts from foreign currency (15:46)
  • Claim foreign tax credits (19:21)
  • Prepare and file a T1135 (25:13)

Date of broadcast: March 27, 2018

Presented by: Annie Cadoret

 

T777 Employment Expenses

Learn how to deduct employment expenses in TaxCycle T1. Click a timestamp below to jump to a topic:

  • T2200 - Declaration of conditions of employment (2:12)
  • T777 and T777WS (3:46)
  • Related T4 slip (5:04)
  • Claiming GST/HST rebate (7:17)
  • Motor vehicle expenses (10:38)
  • Calculating the claim: salaried vs. commission employees (14:06)
  • Workspace in the home expenses (16:21)
  • Tradespersons, apprentice mechanics, forestry workers and artists - expenses (19:47)
  • GST370 (20:42)

Date of broadcast: March 23, 2018

Presented by: Elizabeth Kohl

 

T776 Rental Statements

Learn how to enter rental income and expenses in TaxCycle T1. Click a timestamp below to jump to a topic:

  • Create a T776 form set (2:41)
  • When to group or separate properties (6:08)
  • Choose between a partner and a co-owner (7:23)
  • Import/export expenses (12:23 )
  • Foreign rental property (20:40)
  • CCA tips (24:08)
  • Smart Copy/Paste of rental statements (25:40)

Date of broadcast: March 22, 2018

Presented by: Elizabeth Kohl

 

CCA and Assets

Find out how to enter and track Capital Cost Allowance (CCA) and assets in TaxCycle T1. Learn how to:

  • Use the CCA worksheet (2:20)
  • Track with Asset managers (5:48)
  • Find CCA classes (13:24)
  • Pool assets of the same type (14:59)
  • Trigger a terminal loss for all assets in the same class/pool (22:13)
  • Claim a different CCA amount (26:36)
  • Adjust the CCA claim order (28:22)
  • View the asset summary (36:06)

Date of broadcast: March 21, 2018

Presented by: Annie Cadoret

 

Motor Vehicle Expenses

Find out how to enter motor vehicle expenses in TaxCycle T1 for use on other income statements. You will learn how to:

  • Share motor vehicle worksheets between spouses and/or statements (2:28)
  • Create Motor Vehicle worksheets (3:43)
  • Allocate kilometrage to income statements (5:12)
  • Enter fuel and maintenance expenses (8:55)
  • Trigger motor vehicle CCA (10:46)
  • Calculate applicable leasing costs (20:44)
  • Enter loan interest payment for a vehicle (28:45)

Date of broadcast: March 20, 2018

Presented by: Annie Cadoret

 

T2125 Business Statements

Get started with the basics of preparing a T2125 business statement in TaxCycle T1. Learn how to:

  • Create a T2125 form set (3:26)
  • Type of business activity (7:47)
  • Alternate year-ends and T1139 (8:35)
  • Find and enter industry codes (13:00)
  • Bring in income reported on a T4 or T5013 slip (14:53)
  • Import data from Excel® (20:06)
  • Enter business-use-of-home expenses (26:19)
  • Allocate a partnership share (27:55)
  • Smart copy/paste statements between partners (31:05)
  • Trigger a T2203 for multiple jurisdictions (33:30)

Date of broadcast: March 19, 2018

Presented by: Elizabeth Kohl

 

Print and PDF

Learn how to print forms and returns as well as create PDFs from TaxCycle T1. You will learn about:

  • Single-form and Quick print (3:36)
  • Printer settings (6:54)
  • PDF settings (17:24)
  • Print to email (18:53)
  • Print a full tax return (28:38)
  • Print/PDF family (37:44)
  • Print sets (40:21)
  • Sharing print sets and printer settings (42:40)
  • Print set conditions (44:27)
  • Create a new print set (45:50)
  • Form selection (47:15)
  • Batch printing (54:25)

Date of broadcast: March 14, 2018

Presented by: Elizabeth Kohl

 

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

 

EFILE and More!

Learn how to electronically file personal tax returns through the Canada Revenue Agency (CRA) T1 EFILE system using TaxCycle. Click a timestamp below to jump to a topic:

  • 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

 

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


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

 

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

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

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