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TaxCycle T1

Personal Tax Returns

TaxCycle T1

TaxCycle T1 is built on the best of today's technology paired with familiar shortcuts and forms. 

With hundreds of delightful innovations, you'll be amazed at how you'll be processing tax returns more efficiently than ever before.

Pair DoxCycle with TaxCycle T1 to create an affordable paper-free process for your practice.

TaxCycle T1 is included in the Complete Paperless Tax Suite, the Paperless Office, and Tax Basics. It is also available as a standalone module.

Switch to TaxCycle today

Find out for yourself why thousands of tax preparers have already switched. Get up and running in just 10 minutes with your free trial of the TaxCycle Suite. Seamlessly carry forward returns from DT Max®, Cantax®, Taxprep® and ProFile® software.

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TaxCycle Summer Sale 2020

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T1 accuracy guarantee

T1/TP1 Accuracy Guarantee

We guarantee the accuracy of all T1/TP1 personal tax calculations made through our software. If your client is charged interest on tax due to an inaccurate calculation made using the software, Trilogy Software will pay that interest, up to the cost of the software purchased.

Read the full guarantee

Auto-fill my return (AFR)

Quickly match downloaded data with existing and past-year data, easily aggregate large numbers of slips, and identify new data when you download from AFR again.

Faster family returns

Prepare returns for all kinds of families and have TaxCycle optimize credits between them. All in one file. Multiple generations in the same household? No problem. EFILE them all at once in one click with Family Transmit.

Over 1300 T1 review messages

Apply solutions in a single click with time-saving Quick Fix suggestions. Hide optional messages you don't want to see. Fast, accurate return preparation.

Control over optimizations

Tax optimizations run automatically as you enter data. Calculations show on the Optimizations worksheet, where you can adjust or disable credits to achieve the results you want.

Great CCA and assets

Data flow between Asset managers and Capital Cost Allowance (CCA) worksheets allow you to quickly enter a small amount of information, or manage many assets over multiple years.

ReFile adjustments

A blend of our automatic T1-ADJ and EFILE process. ReFILE in TaxCycle tells you to file an adjustment and guides you step-by-step. No guessing. No waiting.

Express NOA

Download the notice of assessment (NOAs) right after the return has been received and processed by the CRA. You and your clients know what to expect.

DoxCycle paperless process

Scan paper slips or import emails and attachments into DoxCycle, then post amounts into T1 tax returns. After filing, print the tax return back into DoxCycle for an archive of all documents.

Unlimited templates

Built-in templates you won’t find anywhere else, like our Pre-Season checklist and Incomplete Slips email that help your clients gather everything they need for the coming tax season.

Forms and features

Looking for Québec TP1 forms and calculations? Calculations and forms for Québec TP1 personal tax returns are included in the Complete Paperless Tax Suite. For any other bundle or for a standalone TaxCycle T1 purchase, you can add them as a site license. Learn more about Québec TP1.

RETURNS
Number of returns Unlimited
Years 2012 onward
CARRYFORWARDS
TaxCycle T1   
ProFile® T1   
Cantax® T1   
Taxprep® T1   
DT Max® T1   
Batch carryforward   
ELECTRONIC SERVICES
T1 EFILE   
Auto-fill my return (AFR) data download   
Express NOA (notice of assessment)   
Electronic submission of authorization requests (formerly T1013)   
T1135 Foreign Income Verification Statement electronic filing   
Pre-authorized debit (PAD) requests   
ReFILE of adjusted T1 returns   
RETURN TYPES
Coupled taxpayer/spouse returns   
Family/dependant linking   
Non-resident and part-year resident returns   
Returns for deceased taxpayers   
Multiple-jurisdiction tax returns   
Bankruptcy returns   
TAX OPTIMIZATIONS
Pension income splitting   
Donations   
Medical expenses   
Transit   
Home buyers' amount   
Student loan interest   
Net-capital losses   
Non-capital losses   
Capital gains deduction   
Unused tuition/books/education transfers   
Working income tax benefit   
DATA INTEGRATION
Import slip data from DoxCycle   
Import slip data from TaxCycle T3, T4/T4A and T5 (SlipSync)   
Import data from Excel®   
Create a DoxCycle file from TaxCycle   
Carry forward and create both a TaxCycle and DoxCycle file   
Save a tax return back into a DoxCycle file   
Export invoices to QuickBooks® desktop and QuickBooks® online   
TEMPLATES AND CLIENT CORRESPONDENCE
Client letter (and joint client letter)   
Email templates   
Engagement letter   
Incomplete slips letter/email (and joint/family incomplete slips)   
Email any template to client   
Invoice (and joint invoice)   
Billing using timer, schedules and forms   
Mailing labels (Avery, Brother, Dymo, etc.)   
Send documents securely with e-courier.ca   
Pre-season letter   
T7DRA – Electronic filing remittance form   
File notes   
WORKSHEETS
Allowable Business Investment Loss (ABIL)   
Authorization/Cancellation Request (formerly T1013)   
Bankruptcy   
Capital Gains/Losses Manager (S3M)   
Canada Child Benefit (CTB)   
Credits (various credit amounts)   
Dependant details (Dep)   
Dependant child care/fitness/arts expenses (DepEx)   
Deductions (various deductions)   
Donations   
EFILE results   
EFILE worksheet   
Engagement – Client engagement information   
Express NOA   
Foreign Tax Credit (FTC)   
GST/HST (Goods and Services Tax/Harmonized Sales Tax)   
Immigrant/Emigrant   
Personal Information (Info)   
Income (various income amounts)   
Instalments   
Medical expenses   
Medical travel expenses   
Motor vehicle expenses   
Net capital losses   
Non-capital losses   
Optimizations   
Pre-authorized debit (PAD) results   
Registered Pension Plan (RPP) deductions   
RRSP contributions   
Next year RRSP deduction limit (RRSPNext)   
Social Benefits Repayment   
Student Loan Interest   
Support Payments   
SUMMARIES
2-year client summary   
2-year variance summary   
5-year summary   
T1 summary   
T1 short summary   
Auto-fill my return (AFR) summary   
Carry forward summary   
Client data enquiry (SEND) summary   
Dependants credit summary   
Joint summary   
Family summary   
Long family summary   
Foreign tax credits summary (FTCSum)   
Pension summary   
Rental/business statement summary (StatementSum)   
Memos summary   
Slips summary   
Tapes summary   
FEDERAL/PROVINCIAL SCHEDULES AND FORMS
T1 Jacket and T1 Condensed   
Federal Schedules 2 through 14   
Federal schedules for non-residents: A, B, C, D, T1159, T1234   
Alberta: AB428, ABS2, ABS11, T89   
British Columbia: BC428, BC479, BCS2, BCS11, BCS12, T88, T1014, T1014-1, T1014-2, T1231   
Manitoba: MB428, MB428A, MB479, MBS2, MBS11, T1005, T1241, T1256, T1256-1, T1299, T4164   
New Brunswick: NB428, NBS2, NBS11, T1258   
Newfoundland and Labrador: NL428, NLS2, NLS11, T1129, T1272, T1279   
Nova Scotia: NS428, NSS2, NSS11, T1285, T224, T225   
Northwest Territories: NT428, NT479, NTS2, NTS11   
Nunavut: NU428, NU479, NUS1, NUS11, T1317   
Ontario: ON428, ON428-A, ON479, ON479-A, ONBEN, ONS2, ONS11, ONS12, T1221, Ontario Self-Employment Credits worksheet, Ontario Trillium benefit estimate   
Prince Edward Island: PE428, PES2, PES11   
Québec TP1 returns Included in Complete Paperless Tax Suite. Or, Sold separately.
Saskatchewan: SK428, SK479, SKS2, SKS11, RC360, T1237, T1284   
Yukon: YT428, YT432, YT479, YTS2, YTS11, T1232   
T2203 – Provincial and Territorial Taxes – Multiple Jurisdictions   
SLIPS
T3 – Trust Income   
T4 – Remuneration Paid   
T4A – Pension Retirement, Annuity and Other Income   
T4A(OAS) – Old Age Security   
T4A(P) – Canada Pension Plan Benefits   
T4A-RCA – Distributions from a Retirement Compensation Arrangement   
T4E – Employment Insurance and Other Benefits   
T4PS – Profit-Sharing Plan Allocations and Payments   
T4RIF – Income from a Registered Retirement Income Fund   
T4RSP – Income from an RRSP   
T5 – Investment Income   
T5007 – Benefits   
T5008 – Security Transactions   
T5013 – Partnership Income/Tax Shelters and Renounced Resource Expenses   
T101 – Resource Expenses   
RC62 – Universal Child Care Benefit (UCCB)   
RC210 – Working Income Tax Benefit (WITB)   
Tuition (T2202/A, TL11A/B/C)   
Foreign Income   
Resource Income & Depletion   
INCOME STATEMENTS
T776 – Real Estate Rentals, plus related CCA/asset worksheets   
T2042 – Farming Activities, plus related CCA/asset, CEC, farming inventory adjustment and T1139   
T2121 – Fishing Activities, plus related CCA/asset, CEC and T1139   
T2125 – Business or Professional Activities, plus related CCA/asset, CEC and T1139   
T1163/T1273 – AgriStability Statement A, plus related CCA/asset, CEC, farming inventory adjustment and T1139   
T1164/T1274 – AgriStability Statement B   
ResourceWS – Resource Income Statement   
DEDUCTIONS
T1M – Moving expenses   
T657 – Capital gains   
T746 – Unused RRSP, PRPP and SPP contributions   
T777 – Employment expenses and related worksheet   
T778 – Child care expenses   
T929 – Disability support payments   
T936 – Cumulative net investment loss (CNIL)   
T1032 – Joint election to split pension income   
T1212 – Deferred security options benefits   
T1223 – Clergy residence deduction   
T1229 – Resource expenses and depletion allowance   
T2017 – Reserves on dispositions of capital property   
T2200 – Declaration of conditions of employment   
T2205 – Spousal RRSP/RRIF amount for income inclusion   
T2222 – Northern residents deductions   
T5004 – Tax shelter loss or deduction   
TL2 – Meals and lodging expenses   
RC267/RC268 – Employee contributions to a US retirement plan   
RC269 – Employee contributions to a foreign pension plan or social security arrangement   
TAX AND CREDITS
T626 – Overseas employment tax credit   
T691 – Alternative minimum tax   
T1170 - Capital gains on gifts of certain capital property   
T1172 – Tax on RESP income   
T1206 – Tax on split income   
T2036 – Provincial or territorial foreign tax credit   
T2038 – Investment tax credit (individuals)   
T2201 – Disability tax credit certificate   
T2204 – CPP and EI overpayment   
T2209 – Federal foreign tax credits   
CPT20 – Election to pay CPP contributions   
GST370 – Employee and partner GST/HST rebate application   
RC359 – Tax on excess employees profit-sharing plan amounts   
RC381 – Inter-Provincial Calculation for CPP and QPP   
FILING AND AUTHORIZATION
DC905 – Bankruptcy identification form   
T1A – Request for loss carryback   
T1ADJ – T1 Adjustment request   
T1DD – Direct deposit request (individuals)   
T183 – Information return for electronic filing   
T1132 – Alternative address authorization   
T1135 – Foreign income verification statement   
T1141 – Transfers or loans to a non-resident trust   
T1153 – Consent and request form   
T1161 – List of properties by an emigrant of Canada   
T1162A – Pre-authorized payment plan   
T1198 – Qualifying retroactive lump-sum payment   
T1243 – Deemed disposition of property by an emigrant of Canada   
T1244 – Election to defer payment of tax on a deemed disposition of property   
T2091/WS – Designation of a property as a principal residence   
TX19 – Asking for a clearance certificate   
RC59 – Business consent form   
RC71 – Statement of discounting transaction   
RC72 – Notice of the actual amount of refund of tax   
T90 – Income Exempt under the Indian Act   
PRACTICE TOOLS
Client Manager   
Template Editor