Time-Saving ToolkitTaxCycle features that help you work faster and better.

Carryforward takes data from a prior-year and inserts it into the new tax return. This includes identifying information, slip and form usage information, amounts and limits to be used in the following year. Seamlessly carry forward files from DT Max^®, Cantax^®, Taxprep^® and ProFile^® software.

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.

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

TaxCycle supports over 40 electronic services from the Canada Revenue Agency, Revenu Québec and Alberta Finance. 

Options profiles make it easy to share settings with others and choose which settings to share. You can also use them to easily copy settings to a different computer.

Prepare T4, T5 or other slips and publish them to SlipSync. When you open a T1 return for a recipient of one of those slips, TaxCycle prompts you to import the information, saving you time on data entry.

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.

TaxCycle makes it so fast and easy to prepare multiple years of returns. No matter what your clients throw at you… 

Save all tax returns for the same family in the same file. TaxCycle will optimize credits and deductions between the principal taxpayer, spouse and dependants. Quickly jump between returns and EFILE for all family members at once.

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.

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.

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.

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.

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.