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TaxCycle T1

Personal Income Tax and Benefit Returns

With over 600 forms, worksheets, summaries and templates, TaxCycle T1 includes virtually everything you need to prepare personal tax returns for your clients. See the full list of T1 forms  

Québec TP1 personal tax forms are included in TaxCycle T1 when you purchase the Complete Paperless Tax Suite. Or you can add them as a site license to any other T1 purchase. Learn more about Québec TP1  

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

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During the first season, I saved about 10-15% of my time.

Jay Arieli
Jay Arieli Owner | J A Financial Services
Markham, Ontario

Family Optimizations Worksheet

Family Returns
  •  Prepare tax returns for a whole family in one file to share data and optimize amounts automatically.
  •  Keyboard shortcuts like F5, Shift+F5 and Ctrl+F5 make it easy to jump between returns in the same file and compare data, or put windows side-by-side.
  •  When you're ready, print or EFILE returns for the entire family at once. More  

Family Optimizations Worksheet

Small Business Tools
  •  Import year-end data from Xero into T2125 and T776 statements. More  
  •  Prepare T3, T4, T5 slips for sole proprietors, then SlipSync the data into the business-owner's T1 return. More  
  •  Create Excel spreadsheets to import data from your business clients. More  
  •  Smart Copy/Paste any income statement to the business partner’s file. More  

Transmit Family

CRA AFR and EFILE
  •  Request authorization to represent your client, then download CRA data from Auto-fill my return (AFR). More  
  •  Transmit T1s, Pre-authorized debit (PAD) requests, T1135s and T1134s at the same time. More  
  •  Collect client notices of assessment through Express NOA. More  
  •   Automatically create a T1-ADJ for ReFILE adjustments. More  

TaxCycle T1 Accuracy Guarantee

T1 Accuracy Guarantee

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

File Carryforward

Seamlessly carry forward returns from ProFile®, Cantax®, Taxprep® and DT Max® software. One at a time, or in bulk. Find out more  

TaxCycle Carry Forward

Forms and Features

RETURNS
Number of returns Unlimited
Years 2012 onward
CARRYFORWARDS
TaxCycle T1   
ProFile® T1   
Cantax® T1   
Taxprep® T1   
DT Max® T1   
Batch carryforward   
ELECTRONIC FILING AND SERVICES
T1 EFILE   
Electronic submission of authorization requests   
Electronic submission and cancellation of business authorization requests   
Auto-fill my return (AFR) data download   
Express NOA (notice of assessment)   
T1134 Information Return Relating To Controlled and Not-Controlled Foreign Affiliates   
T1135 Foreign Income Verification Statement electronic filing   
Pre-authorized debit (PAD) requests   
ReFILE of adjusted T1 returns   
ELECTRONIC SIGNATURES (TaxFolder and DocuSign®)
AuthRep signature page (formerly T1013)   
AuthRepBus/AuthRepBusCancel signature page (formerly RC59/RC59X)   
T183 Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return   
T185 Electronic Filing of a Pre-authorized Debit Agreement   
T1032 Joint Election to Split Pension Income   
T1135 Foreign Income Verification Statement   
T2091 Designation of a Property as a Principal Residence by an Individual   
T1255 Designation of a Property as a Principal Residence by the Legal Representative of a Deceased Individual   
T1-ADJ T1 Adjustment Request   
T1-DD Direct Deposit Worksheet   
T1 Condensed   
T1A Request for Loss Carryback   
Engagement letters   
Pre- and post-season letters   
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 T2125 and T776 data from Xero   
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 Xero and QuickBooks®   
ELECTRONIC SIGNATURES (TaxFolder and DocuSign®)
AuthRep signature page (formerly T1013)  
AuthRepBus signature page (formerly RC59/RC59X)  
T183 Information return for electronic filing of an individual's income tax and benefit return  
T185 Electronic filing of a pre-authorized debit agreement  
T1032 Joint election to split pension income  
T1135 Foreign Income Verification Statement  
T2091 Designation of a property as a principal residence by an individual  
T1255 Designation of a property as a principal residence by the legal representative of a deceased individual  
T1-ADJ T1 adjustment request  
T1-DD Direct deposit worksheet  
ELetter – Engagement letter  
FEDERAL/PROVINCIAL SCHEDULES AND FORMS
T1 General and T1 Condensed   
Federal schedules 2 through 14   
Federal schedules and returns for non-residents: A, B, C, D, T1159, T1234   
Alberta: AB428, ABS2, ABS11, T89   
British Columbia: BC428, BC479, BCS2, BCS11, BCS12, BCClimateActionCredit, T88, T1014, T1014-1, T1014-2, T1231   
Manitoba: MB428, MB428A, MB479, MBS2, MBS11, T1005, T1241, T1256, T1256-1, T1256-2, T1299, T4164   
New Brunswick: NB428, NBS2, NBS11, NBSalesTaxCredit, T1258   
Newfoundland and Labrador: NL428, NLS2, NLS11, NLIncomeSupp, T1129, T1272, T1279   
Nova Scotia: NS428, NSS2, NSS11, NSAffordableLivingCredit, T1285, T224, T225   
Northwest Territories: NT428, NT479, NTS2, NTS11, NTCostOfLivingOffset   
Nunavut: NU428, NU479, NUS1, NUS11, T1317   
Ontario: ON428, ON428-A, ON479, ON479-A, ONBEN, ONS2, ONS11, ONS12, T1221, ONBusinessCredits, Trillium   
Prince Edward Island: PE428, PES2, PES11, PESalesTaxCredit   
Québec TP1 returns Included in Complete Paperless Tax Suite. or sold separately.
Québec forms for outside Québec: TP-22 and TP-25   
Saskatchewan: SK428, SK479, SKS2, SKS11, SKS12, SKLowIncomeTaxCredit, RC360, T1237, T1284   
Yukon: YT428, YT432, YT479, YTS2, YTS11, YTS14, YTCarbonPriceRebate, T1232   
T2203 Provincial and Territorial Taxes for Multiple Jurisdictions   
SLIPS
ContractPayments – Contract or Government Payments (T5018, T1204, RL-27)   
Foreign – Foreign Income   
RC210 Canada Workers Benefit Advance Payments Statement (CWB)   
Resource – Resource Income & Depletion   
T101 Statement of Resource Expenses   
T3 Statement of Trust Income Allocations and Designations   
T4 Statement of Remuneration Paid   
T4A Statement of Pension, Retirement, Annuity and Other Income   
T4A(OAS) Statement of Old Age Security   
T4A(P) Statement of Canada Pension Plan Benefits   
T4A-RCA Statement of Distributions From a Retirement Compensation Arrangement   
T4E Statement of Employment Insurance and Other Benefits   
T4PS Statement of Employee Profit-Sharing Plan Allocations and Payments   
T4RIF Statement of Income From a Registered Retirement Income Fund   
T4RSP Statement of RRSP Income   
T5 Statement of Investment Income   
T5007 Statement of Benefits   
T5008 Statement of Securities Transactions   
T5013 Statement of Partnership Income/Tax Shelters and Renounced Resource Expenses   
Tuition (T2202/TL11) – Tuition and Education Amounts   
INCOME STATEMENTS
T776 Real Estate Rentals, plus related CCA/asset manager worksheets   
T2042 Farming Activities, plus related CCA/asset manager, CEC, farming inventory adjustment and T1139   
T2121 Fishing Activities, plus related CCA/asset manager, CEC and T1139   
T2125 Business or Professional Activities, plus related CCA/asset manager, CEC and T1139   
T1163/T1273 AgriStability Statement A, plus related CCA/asset manager, CEC, farming inventory adjustment and T1139   
T1164/T1274 AgriStability Statement B   
Asset – Asset Managers   
CCA – Capital Cost Allowance Worksheets   
CCAClaim – Claim Order and Options for Capital Cost Allowance Worksheets   
ResourceWS – Resource Income Statement   
5 Year Income Statement Summaries   
2 Year Income Statement Comparative Summaries   
DEDUCTIONS
T1M Moving Expenses Deduction   
T657 Calculation of Capital Gains Deduction   
T746 Calculating Your Deduction for Refund of Unused RRSP Contributions   
T777 Statement of Employment Expenses   
T777S Statement of Employment Expenses for Working at Home Due to COVID-19   
T777WS Employment Expenses Worksheet   
T7772YearComparativeSummary – Employment Expenses 2 Year Comparative Summary   
T7775YearSummary – Employment Expenses 5 Year Summary   
T778 Child Care Expenses Deduction   
T929 Disability Supports Deduction   
T936 Calculation of Cumulative Net Investment Loss (CNIL)   
T1032 Joint Election To Split Pension Income   
T1212 Statement of Deferred Security Options Benefits   
T1223 Clergy Residence Deduction   
T1229 Resource Expenses and Depletion Allowance   
T2017 Summary of Reserves on Dispositions of Capital Property   
T2200 Declaration of Conditions of Employment   
T2200S Declaration of Conditions of Employment for Working at Home Due to COVID-19   
T2205 Amounts from a Spousal or Common-law Partner RRSP, RRIF, or SPP to Include in Income   
T2222 Northern Residents Deductions   
T5004 Claim for Tax Shelter Loss or Deduction   
TL2 Claim for Meals and Lodging Expenses   
RC267/RC268 Employee Contributions to a United States Retirement Plan   
RC269 Employee Contributions to a Foreign Pension Plan or Social Security Arrangement - Non-United States Plans or Arrangements   
TAX AND CREDITS
CPT20 Election to Pay Canada Pension Plan Contributions   
GST370 Employee and Partner GST/HST Rebate Application   
RC151 GST/HST Credit Application for Individuals Who Become Residents of Canada   
RC359 Tax on Excess Employees Profit-Sharing Plan Amounts   
RC381 Inter-Provincial Calculation for CPP and QPP Contributions and Overpayments   
T691 Alternative Minimum Tax (AMT)   
T1170 Capital Gains on Gifts of Certain Capital Property   
T1172 Tax on RESP Income   
T1206 Tax on Split Income (TOSI)   
T2036 Provincial or Territorial Foreign Tax Credit   
T2038 Investment Tax Credit (Individuals)   
T2039 Air Quality Improvement Tax Credit   
T2043 Return of Fuel Charge Proceeds to Farmers Tax Credit   
T2201 Disability Tax Credit Certificate   
T2204 Employee Overpayment of Employment Insurance Premiums   
T2209 Federal Foreign Tax Credits   
FILING AND AUTHORIZATION
AuthRep – Authorizing or Cancelling a Representative (previously T1013)   
AuthRepResults – History of Submissions and Results   
AuthRepTerms – Authorization Electronic Submission Service - Terms and Conditons of Use   
AuthRepBus – Business Accounts - Authorizing a Representative (previously RC59)   
AuthRepBusResults – History of Submissions and Results   
AuthRepBusCancel – Business Cccounts - Cancelling a Representative (previously RC59XCancel)   
CPT30 Election to Stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election   
DC905 Bankruptcy identification form   
NR5 Application by a Non-Resident of Canada for a Reduction in the Amount of Non-Resident Tax Required to be Withheld   
RC71 Statement of Discounting Transaction   
RC72 Notice of the Actual Amount of Refund of Tax   
RC383 Tax-exempt Earned Income Information for a Pooled Registered Pension Plan   
ReFILE – ReFILE Worksheet   
T1A Request for Loss Carryback   
T1ADJ T1 Adjustment Request   
T1B Request to Deduct Federal COVID-19 Benefits Repayment in a Prior Year   
T1OVP Individual Tax Return for RRSP/PRPP Excess Contributions   
T7DRA Tax Return Remittance Voucher   
T90 Income Exempt from tax under the Indian Act   
T183 Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return   
T185 Electronic Filing of a Pre-authorized Debit Agreement   
T1132 Alternative Address Authorization   
T1135 Foreign Income Verification Statement   
T1135Results T1135 EFILE Results   
T1161 List of Properties by an Emigrant of Canada   
T1162A Pre-authorized Payment Plan   
T1198 Statement of Qualifying Retroactive Lump-Sum Payment   
T1243 Deemed Disposition of Property by an Emigrant of Canada   
T1244 Election, Under Subsection 220(4.5) of the Income Tax Act, to Defer the Payment of Tax on Income Relating to the Deemed Disposition of Property   
T1255 Designation of a Property as a Principal Residence by the Legal Representative of a Deceased Individual   
T1261 Application for a Canada Revenue Agency Individual Tax Number (ITN) for non-residents   
T2061A Election by an Emigrant to Report Deemed Dispositions of Taxable Canadian Property and Capital Gains and/or Losses Thereon   
T2091 Designation of a Property as a Principal Residence   
T2091/T1255 WS – Principal Residence Worksheet   
T3012A Tax Deduction Waiver on the Refund of your Unused RRSP, PRPP or SPP Contributions   
TX19 Asking for a clearance certificate   
WORKSHEETS
Allowable Business Investment Loss (ABIL)   
Authorization/Cancellation Request (formerly T1013)   
Bankruptcy   
Capital Gains/Losses Manager (S3M)   
Canada Child Benefit (CTB)   
Climate Action Incentive (CAI)   
Credits (various credit amounts)   
Custom fields   
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)   
Immediate Expensing Limit Agreement Worksheet   
Immigrant/Emigrant   
Info – Personal Information   
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   
Workflow Summary   
SUMMARIES
2-year client summary   
2-year variance summary   
5-year summary   
5-year short summary   
5-year S428 provincial 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   
Long joint summary   
Family summary   
Long family summary   
Foreign tax credits summary (FTCSum)   
Pension summary   
Rental/business statement summary (StatementSum)   
Memos summary   
Slips summary   
Scenario summary   
Tapes summary   
T3Rec – T3 AFR reconciliation   
T5008Slips – T5008 Slips Summary   
TEMPLATES AND CLIENT CORRESPONDENCE
Client letter (and joint client letter for spouses)   
Shared, customizable letterhead for all T1 letters   
Shared, customizable salutation and closing snippets for all T1 letters   
Cover email templates for electronic signatures and client copies   
Email any template to client   
Engagement letter   
Incomplete slips letter/email (and joint/family incomplete slips)   
Invoice (and joint/family combined invoice)   
Pre-season and post-season letters and checklists (and joint/family combined)   
Billing using timer, schedules and forms   
Mailing labels (Avery, Brother, Dymo, etc.)   
Send documents securely with e-courier.ca   
Electronic filing confirmation templates for all transmission types   
File notes   
T7DRA template for pre-printed remittance form   

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