On-Demand Training

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

Topics include:

• Setting EFILE options
• Completing a T183 authorization
• Transmitting a T1 return
• Resolving review messages before filing
• Setting up Pre-Authorized Debit (PAD) payments
• Transmitting multiple filing types at the same time
• Transmitting family returns
• Collecting the client’s Notice of assessment (NOA)
• Filing T1 adjustments using ReFILE

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hojda

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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.

Topics include:

• Filing authorization to represent a taxpayer
• Requesting AFR downloads
• Matching and importing downloaded data
• Refreshing client data before filing
• Aggregating multiple slips into a single entry
• Using downloaded information in a tax return
• Export AFR values to Excel

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Cameron Peters

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

• Couple taxpayer and spouse returns
• Add dependant information to a file
• Create family returns with full dependant tax information
• Coupling dependant returns
• Review and adjust optimizations
• Carry forward family files
• Detaching or uncoupling a return
• Joint and family summaries
• Joint and family letters and invoices
• Options to help with couples and family
• Transmit returns for a whole family
• Print returns for a whole family

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

Learn how to use TaxCycle to invoice your clients. You will learn how to:

• Set invoicing options
• Export invoice to QuickBooks®
• Set pricing options and copy prices from year-to-year
• Complete the Billing worksheet
• 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 0.5 verifiable CPD credits.

Presented by: Perry Giagos

Watch Now

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

• 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 1 verifiable CPD credit.

Presented by: Sarka Hojda

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Learn how to use filters to create saved searches and export data. Topics include:

• Batch functions
• Custom filters
• Saved searches
• Column layouts
• Excel export

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Andrew Little

Watch Now

Learn how to set up the Client Manager and perform basic searches. Topics include:

• Client Manager setup
• Indexing and folders
• Basic searches
• Views and previews
• Opening and carrying forward files

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Andrew Little

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In January, we released new features and important updates to Templates. Join us for this short webinar to get up to speed. It will cover:

• Changing pronouns from We to I in all templates
• New template module options
• Adding a Background Layer to create a printed letterhead or footer
• A new, easier way to set Used and Relevant conditions for templates (without cloning a template)
• Moving template files into Options Profiles
• Moving logos and signatures into Options Profiles

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Elizabeth Kohl

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The first TaxCycle release of January 2021 included important changes to the storage of settings files and Options Profiles. Join us for this short webinar to find out what you need to do:

• Getting ready for sharing of Options Profiles in the cloud
• Moving more settings and templates into Options Profiles
• Backup of Options Profiles zip files

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Cameron Peters

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TaxFolder goes live in just a few weeks. Join us for this webinar for a preview of the features and functionality coming this season, and to learn what you can do to get ready.

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Cameron Peters

Watch Now

Learn about other slips/forms, electronic slip filing in TaxCycle, and how to share slip information between modules with SlipSync. Learn how to:

• Create a T2200 or T2200S – Declaration of conditions of employment
• Use RC18 to calculate automobile benefits
• Create T4 reduced EI slips
• Create T5018s
• Create RL-31s and RL-24s
• Use review tools
• Use new dynamic slip summaries
• Electronically 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.

Presented by: Sarka Hojda

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What you need to know for 2020 slips filing season related to COVID-19. Learn about:

• New forms
  • PD27–Temporary Wage Subsidy Self-Identification Form
  • T2200S–Declaration of Conditions of Employment for Working at Home Due to COVID-19
  • T777S–Statement of Employment Expenses for Working at Home Due to COVID-19
• Taxable benefits
• Income recognition rules for loan forgiveness
• T4–New reporting fields
• T4A–New reporting fields for COVID-19 programs

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Carry forward and prepare T4 and T5 slips in TaxCycle. Learn how to:

• Set global module options
• Carry forward from ProFile^® FX, Cantax® FormMaster or Taxprep® Forms
• Create a T4 or T5 from a T1 or T2 file
• Import XML files from previous years
• Import slips from Excel^®
• Set engagement specific defaults and footnotes for slips
• Track engagement and workflow
• Use T4 adjustment options
• Create T4s / RL-1s
• Create T4As / RL-2s
• Create T4PS, T4ARCA, T4NR
• Create T5s / RL-3s
• Email missing slip information

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hodja

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Not quite #TBT, but close. A look back over the past year for the changes and new features that you may have missed. Discover what you can use for the coming season.

Answer the polls during this session to earn 0.75 verifiable CPD credits.

Presented by: Elizabeth Kohl

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Learn about the tax changes coming to TaxCycle this year. We’ll update you with the latest legislative changes and how they will work in TaxCycle returns.

Answer the polls during this session to earn 0.75 verifiable CPD credits

Presented by: Sarka Hojda

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Find out what features and enhancements are in development for the coming tax season and give your feedback. This moderated session will incorporate opportunities to discuss and influence the direction of new functionality.

Answer the polls during this session to earn 1 verifiable CPD credit.

Presented by: Cameron Peters

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Brush up review basics in TaxCycle.

Learn how to:

• 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
• Customize your review workflow
• View review history
• Use summaries in your review process
• Use data monitors

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Perry Giagos

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See status at-a-glance in data monitors. Take your data monitors to the next level.

Learn how to:

• Select from pre-set data monitors
• Add data monitors
• Edit a data monitor
• Show field codes in data monitors
• Carry forward data monitors from prior year
• Include data monitors in Options Profiles
• Create expressions in data monitors
• Change the colour of a data monitor

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Cameron Peters

Watch Now

Set up TaxCycle’s workflow to match yours.

Learn how to:

• Configure groups and tasks to match your practice workflow
• Choose which tasks are required to consider a tax return complete
• View and edit return status in the Track sidebar
• Show workflow before saving
• Flag a return that is waiting on client input
• Set a due date on a return
• Automatically track adjustments made after filing
• Filter based on return status in the Client Manager

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Andrew Little

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Walk through preparing a basic T1 tax return in TaxCycle.

Learn how to:

• Carry forward from the prior year including from competitor software
• Enter taxpayer information
• Add a spouse and dependants
• Add T4, T4E and T5 slips
• Match to CRA data using AFR
• Resolve review messages before filing
• Manage progress with workflow tracking

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hojda

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Get an overview of the important options you should know about.

Learn how to:

• Enter firm contact information
• Use your logo and signature image in letters
• Enter preparer information
• Set your EFILE number and password
• Create a folder structure for your client files
• Control the file naming
• Set defaults for new files
• Customize print sets
• Set pricing information

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Perry Giagos

Watch Now

Join us for a webinar on TaxCycle and DocuSign® to learn how to send documents for electronic signature to your clients. Learn how to:

• Decide whether a free electronic signature option is enough for you
• Link your DocuSign^® account with TaxCycle
• Set print options to request an electronic signature
• Mask social insurance and business numbers
• Track the status of electronic signatures in TaxCycle
• Download signed PDF files from TaxCycle
• Manage signatures for other forms (such as T2091)

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Cameron Peters

Watch Now

Deal with large numbers of T3 or T5008 slips downloaded from Auto-fill my return (AFR) more efficiently. Learn how to:

• Export a list to Excel
• Exclude slips from import
• Merge multiple slips into a single slip

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Deduct employment expenses in TaxCycle T1 returns. Learn how to:

• Obtain T2200 Declaration of conditions of employment
• Complete the T777 and T777WS
• Related expenses to a T4 slip
• Claim a GST/HST rebate
• Select options for salaried or commission employees
• Enter workspace-in-the-home expenses

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

Enter rental income and expenses in TaxCycle T1. Learn how to:

• Create a T776 form set
• When to group or separate properties
• Choose between a partner and a co-owner
• Import/export expenses
• Foreign rental property
• Smart Copy/Paste of rental statements

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

Prepare T1135 Foreign Income Verification Statements in TaxCycle. Learn how to:

• Answer the question on the Info worksheet.
• Prepare the T1135
• EFILE the T1135 from TaxCycle T2 or T5013
• Use the Attach-a-doc service in T2 and T51013
• Carry forward to the following year

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Learn how to prepare AgriStability/AgriInvest statements in TaxCycle T1 and T2:

• Prepare the T2042 in TaxCycle T1
• Smart/Copy Paste T2042 to T1163/T1164
• Enter the Participant Identification Number (PIN)
• Use GIFI data on Agri form in TaxCycle T2
• EFILE AgriStability from TaxCycle T2

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

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

• Use the CCA worksheet
• Track with Asset managers
• Find CCA classes
• Pool assets of the same type
• Trigger a terminal loss for all assets in the same class/pool
• Claim a different CCA amount
• Adjust the CCA claim order
• View the asset summary

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Complete the Motor Vehicle Expenses worksheet in TaxCycle T1. Learn how to:

• Create a new Motor Vehicle worksheet
• Enter vehicle information and mileage
• Share motor vehicle worksheets between spouses and statements
• Allocate kilometrage to income statements
• Enter fuel and maintenance expenses
• Trigger motor vehicle CCA
• Calculate applicable leasing costs
• Enter loan interest payment for a vehicle

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

Prepare a federal T2125 Statement of Business or Professional Activities in TaxCycle T1. Learn how to:

• Create a new T2125 form
• Import information from Excel^®
• Enter business-use-of-home expenses
• Complete the T1139 reconciliation for business income for tax purposes
• Complete the T2125 for a partnership
• Share T2125 spouses and partners
• Smart Copy/Paste T2125 with partners
• Handle a business that creates a multiple jurisdiction return

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

Learn how to prepare a federal T5013 return and slips in TaxCycle?T5013:

• Complete Info and Engagement worksheets
• Complete Partner and Allocation worksheets
• Complete GIFI schedules and adjustments
• Complete applicable federal and provincial schedules
• Enter asset information
• Allocate net taxable income from S1 and TPF
• Review amounts allocated to partners
• Report foreign income (if applicable
• Review, file and print the return

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

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

• Set EFILE options
• Complete a T183 authorization
• Transmit a T1 return
• Resolve review messages before filing
• 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

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Cameron Peters

Watch Now

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

• Couple taxpayer and spouse returns
• Add dependant information to a file
• Create family returns with full dependant tax information
• Couple dependant returns
• Review and adjust optimizations
• Carry forward family files
• Detach or uncouple a return
• View joint and family summaries
• Use joint and family letters and invoices
• Set options to help with couples and family
• Transmit returns for a whole family
• Print returns for a whole family

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

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. Learn how to:

• File authorization to represent a taxpayer
• Request AFR downloads
• Match and import downloaded data
• Refresh client data before filing
• Aggregate multiple slips into a single entry
• Use downloaded information in a tax return
• Export AFR values to Excel

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Cameron Peters

Watch Now

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

• Switch between spouse/partner
• Add a dependant
• Maximize screen space
• View windows side-by-side
• Find and open forms from the Prepare sidebar
• Search for forms, fields, amounts in F4 Fast Find
• Drill down on fields (F6) for source data
• Use the find in form function
• Use slip navigation
• Set your own favourites
• Set default form tabs
• Use the quick access toolbar
• Use the form section navigator

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Perry Giagos

Watch Now

Learn how to set up the Client Manager and perform basic searches. Topics include:

• Client Manager setup
• Indexing and folders
• Basic searches
• Views and previews
• Opening and carrying forward files

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Andrew Little

Watch Now

Learn how to use filters to create saved searches and export data. Topics include:

• Batch functions
• Custom filters
• Saved searches
• Column layouts
• Excel export

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Andrew Little

Watch Now

Learn about other slips/forms, electronic slip filing in TaxCycle, and how to share slip information between modules with SlipSync. Learn how to:

• Create a T2200 – Declaration of conditions of employment
• UseRC18 to calculate automobile benefits
• Create T4 reduced EI slips
• Create T5018s
• Create RL-31s and RL-24s
• Use review tools and summaries
• Electronically 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 0.7 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Carry forward and prepare T4 and T5 slips in TaxCycle. Learn how to:

• Set global options
• Carry forward from ProFile^® FX, Cantax® FormMaster or Taxprep® Forms
• Create a T4 or T5 from a T1 or T2 file
• Import XML files from previous years
• Import slips from Excel^®
• Set client specific defaults and footnotes for slips
• Track engagement and workflow
• Use T4 adjustment options
• Create T4s / RL-1s
• Create T4As / RL-2s
• Create T4PS, T4ARCA, T4NR
• Create T5s / RL-3s
• Email missing slip information

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Sarka Hojda

Watch Now

Create and customize your own templates. Learn how to:

• Clone and create templates
• Add a field code to pull in data from a tax return
• Format field codes: dates, currency, business numbers
• Build basic conditions
• Edit and testing templates

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Elizabeth Kohl

Watch Now

Discover the templates in TaxCycle and how to apply your firm’s letterhead and branding. Learn how to:

• Find and open built-in templates
• Add your logo and signature
• Edit letterhead and signature snippets
• Email templates
• Print templates
• Personalize a letter for one client

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Elizabeth Kohl

Watch Now

Use TaxCycle to invoice your clients. Learn how to:

• Set invoicing options
• Export invoice to QuickBooks®
• Set pricing options and copy prices from year-to-year
• Complete the Billing worksheet
• 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 0.5 verifiable CPD credits.

Presented by: Perry Giagos

Watch Now

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

• 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 1 verifiable CPD credit.

Presented by: Sarka Hojda

Watch Now

Share TaxCycle settings across your office. Learn how to:

• Set up an Options Profile
• Email and share an Options Profile
• Install an Options Profile
• Select an Options Profile on start-up
• Secure your Options Profile
• Back up your Options Profile

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Andrew Little

Watch Now

Integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice. Learn how to:

• Filter the document index
• Extract slip amounts and posting them into TaxCycle T1
• Print tax returns into DoxCycle
• Extract files for upload to the CRA
• Set up a custom outline

Answer the polls during each part to earn 0.5 verifiable CPD hours for each part in this series.

Presented by: Andrew Little

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Integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice. Learn how to:

• Create a DoxCycle file from a T1 tax return
• Create files for T2, T3, T4/T4A and T5 documents
• Import and scanning documents into DoxCycle PDFs
• Organize documents in DoxCycle
• Add cross-reference links

Answer the polls during each part to earn 0.5 verifiable CPD hours for each part in this series.

Presented by: Andrew Little

Watch Now