TaxCycle

Upcoming Webinars

Learn from the people who make TaxCycle

TaxCycle T1 is EFILE certified with the Canada Revenue Agency (CRA). In this webinar, we will show you how to electronically file client tax returns using the CRA’s EFILE system in TaxCycle. You will also learn how to set EFILE options and how to file T1 adjustments using EFILE.

Presented by: Parminder Kaur

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Welcome to the inaugural session of The Changelog. Aaron Doucet, Elizabeth Kohl, and Cameron Peters are cutting through the noise this filing season to highlight recent updates and fill you in on what’s hot right now.
The agenda includes:

  • Feature Spotlight: Demos of our favorite new features this season that you should be using in your practice.
  • Compliance Check: The specific forms, filing rules, and CRA initiatives hitting your desk right now.
  • The Hottest Topic: A lightning-round answer to the top “how-to” question hitting our support lines right now.

Presented by: Elizabeth Kohl

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Learn how to combine the power of TaxCycle and Microsoft® Excel with greater confidence. In this session, you’ll see how to review CRA Auto-fill data in Excel, import business statements and slips directly into TaxCycle, and export client data for reporting and analysis. Discover practical ways to streamline your tax preparation workflow.

Presented by: Parminder Kaur

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Looking to catch up?

Watch prior webinar recordings.

System Requirements

You will need to be at a computer with either speakers or headphones and a high-speed internet connection.

Professional Development Credits

Answer the polls to qualify for verifiable CPD credit hours. Download your certificate after you complete the training from the same portal where you take the training.