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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.


Navigation and Fast Find

Brush up on the basics in TaxCycle. Learn how to:

  • Find and open forms from in the Prepare sidebar
  • Search for forms, fields, amounts in F4 Fast Find
  • New! Use the form section navigator
  • Set your own favourites
  • Drill down on fields (F6) for source data
  • Set default form tabs

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, January 23 at 11:00 a.m. MT

Presenter: Perry Giagos

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Slips Returns—Part 1

Learn how to carry forward and prepare slips in TaxCycle. Topics include:

  • Set defaults for Info worksheet and slips
  • Use T4 adjustment options
  • Carry forward from ProFile® FX, Cantax® FormMaster or Taxprep® Forms
  • Import XML files from previous years
  • Create Québec relevés RL-1, RL-2 and RL-3
  • Produce T4 reduced EI slips

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, January 30 at 11:00 a.m. MT

Presenter: Elizabeth Kohl

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Slips Returns—Part 2

Learn how to file slips in TaxCycle, and share that information between modules with SlipSync. Topics include:

  • Email missing slip information
  • Enhanced! Import slips from Excel®
  • File slips with Internet File Transfer (XML)
  • Print and email slips
  • SlipSync with T1 returns
  • Amend slips

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, January 31 at 11:00 a.m. MT

Presenter: Elizabeth Kohl

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Review Tools

Brush up on the basics in TaxCycle. Learn how to:

  • Recognize visual cues to tell you about return status
  • Find and resolve audit and review messages
  • Use Quick Fix solutions to save time resolving errors
  • Hide review messages you don’t need
  • Add review marks and memos
  • Use summaries in your review process

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 6 at 11:00 a.m. MT

Presenter: Perry Giagos

Register today