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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

Presenter: Andrew Little

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Looking to catch up on past webinar recordings? Visit our TaxCycle webinar recordings page.


Preparing a T3 return

Learn how to prepare a basic T3 trust return. Topics include:

  • Creating a T3 return from a T1 return.
  • Entering beneficiary information.
  • Allocating income to beneficiaries.
  • Using Schedule 9 worksheet to decide which amounts to tax in the trust.
  • Preparing T3 slips.
  • Preparing NR4 slips.
  • Filing T3RET and slips.
  • Adjusting a T3 return after it has been filed.

Answer the polls during the webinar to earn 0.75 verifiable CPD credits. We cannot provide verifiable credits for viewing webinar recordings later.

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Date and time: Tuesday, June 25 at 11:00 a.m. MT

Presenter: Sarka Hojda

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Switch to TaxCycle

Looking for a simple way to make the switch to TaxCycle? We're offering a FREE webinar this month to introduce you to the TaxCycle Suite. Join us for a 30-minute intro on June 27 at 11:00 MT.

Answer the polls during the webinar to earn 0.50 verifiable CPD credits. We cannot provide verifiable credits for viewing webinar recordings later.

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Date and time: Thursday, June 27 at 11:00 a.m. MT

Presenter: Perry Giagos

Register today