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Time-Saving Features

TaxCycle features that help you work faster and better.

1

Audit and Review Tools

With tax preparation, speed helps you serve more clients but it’s accuracy that keeps those clients coming back.

The TaxCycle Suite has over 5000 review messages to help you—1500 of those in T1 alone.

2

Prior Year Return Preparation

TaxCycle makes it so fast and easy to prepare multiple years of returns.

No matter what your clients throw at you… 

2

Prior Year Return Preparation

TaxCycle makes it so fast and easy to prepare multiple years of returns.

No matter what your clients throw at you… 

3

Auto-fill my return (AFR)

TaxCycle uses data downloaded from the Canada Revenue Agency (CRA) downloaded to help you do a better job of preparing tax returns.

4

Smart Copy/Paste

Preparing income statements for sole proprietors can require a lot of data entry.

In coupled returns, TaxCycle automatically shares these statements with a spouse who is a partner. For other partners, use Smart Copy/Paste to copy the statement to the partner’s return.

4

Smart Copy/Paste

TaxCycle uses data downloaded from the Canada Revenue Agency (CRA) downloaded to help you do a better job of preparing tax returns.

5

Workflow and Tasks

Keeping track of the many steps to preparing a tax return has grown harder over the years, and every firm does it differently.

Take control of outstanding work, with TaxCycle customizable workflow groups and tasks.

6

Sharing Options Profiles

TaxCycle has all the options you need and great way to share them with others.

6

Sharing Options Profiles

TaxCycle has all the options you need and great way to share them with others.

7

Client Manager Reports

How often have you been a week away from T1 filing deadline and wondered how you will get it all done?

TaxCycle’s powerful Client Manager makes it easy find out which clients you need to put at the top of the list.

8

Sharing Data and SlipSync

Why repeat data entry? Reduce rework in TaxCycle by sharing data between modules.

TaxCycle has a single setup program that gives you access to all tax returns and years in one installation and it easily shares information between returns, saving you data entry.

8

Sharing Data and SlipSync

Why repeat data entry? Reduce rework in TaxCycle by sharing data between modules.

TaxCycle has a single setup program that gives you access to all tax returns and years in one installation and it easily shares information between returns, saving you data entry.

9

DoxCycle

Your job as a tax preparer includes helping your clients keep their documentation in order in case the Canada Revenue Agency (CRA) needs additional information.

DoxCycle is the perfect tool to help with that task.

10

Corporate Linking

We heard from tax preparers that they needed an easy way to allocate the Small Business Deduction within a group of associated corporations. This inspired TaxCycle corporate linking.

10

Corporate Linking

We heard from tax preparers that they needed an easy way to allocate the Small Business Deduction within a group of associated corporations. This inspired TaxCycle corporate linking.

11

Flexible Printing

In TaxCycle, printing includes PDF generation, email attachments, electronic signatures, labels, batch printing, and archiving to DoxCycle.

Print options in TaxCycle are highly customizable to exactly what you need for your practice.

12

TaxFolder

TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle Suite.

The seamless integration between TaxFolder and TaxCycle allows you to easily request electronic signatures and track their status within the tax return.

12

TaxFolder

TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle Suite.

The seamless integration between TaxFolder and TaxCycle allows you to easily request electronic signatures and track their status within the tax return.