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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.


Family Returns

Prepare returns for all family members in a single TaxCycle file. Learn how to:

  • Couple taxpayer and spouse
  • Add dependant information to a file
  • Create family returns with full dependant tax information
  • Review and adjust optimizations
  • Find family summary and family letters
  • Transmit and print returns for a whole family

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: Wednesday, February 20 at 11:00 a.m. MT

Presenter: Elizabeth Kohl

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Billing and Invoicing

Learn how to use TaxCycle to invoice your clients. Topics include:

  • Set invoicing options
  • Set pricing options
  • Copy prices from year-to-year
  • Complete the Billing worksheet
  • Export invoice to QuickBooks®
  • Print or email and invoice to clients
  • Track billing status in workflow
  • Report on billing status in the Client Manager

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: Thursday, February 21 at 11:00 a.m. MT

Presenter: Perry Giagos

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EFILE and Express NOA

Learn how to electronically file personal tax returns through the Canada Revenue Agency (CRA) T1 EFILE system using TaxCycle. Find out how to:

  • Set EFILE options
  • Complete a T183 authorization
  • Transmit a T1 return
  • Set up Pre-Authorized Debit (PAD) payments
  • Transmit multiple filing types at the same time
  • Transmit family returns
  • Collect the client’s Notice of assessment (NOA)
  • File T1 adjustments using ReFILE
  • Batch transmit from the Client Manager

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: Wednesday, February 27 at 11:00 a.m. MT

Presenter: Cameron Peters

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Print and PDF

Learn how to print forms and returns as well as create PDFs from TaxCycle T1. Topics include:

  • Single-form and Quick print
  • Printer settings
  • PDF settings
  • Print to email
  • Print a full tax return
  • Print/PDF family
  • Print sets
  • Sharing print sets and printer settings
  • Print set conditions
  • Create a new print set
  • Form selection
  • Batch printing 

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: Thursday, February 28 at 11:00 a.m. MT

Presenter: Perry Giagos

Register today