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TaxCycle Resources

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ReFILE and T1-ADJ
Use TaxCycle to electronically file ReFILE T1 adjustments.
ReFILE and T1-ADJ - Video
Watch this video to learn how to transmit a ReFILE adjustment to T1 return with the Canada Revenue Agency. 
File a T1-ADJ or TP1R for a Return Filed by Another Preparer
Create and file a T1-ADJ or TP1R for a return that was filed by the taxpayer or another preparer.
T183 Form
The CRA requires that a taxpayer sign the appropriate sections on the T183 form before a preparer can electronically file it on their behalf.
T1 EFILE (8m15s)
Learn how to transmit returns to the Canada Revenue Agency (CRA) using T1 EFILE. With TaxCycle’s efficient features, you can submit several returns and forms simultaneously on behalf of multiple family members, saving valuable time.
Immigrants and Emigrants - Video
Learn how to prepare returns for taxpayers and spouses who immigrated to or emigrated from Canada during the year.
Workflow Groups and Tasks
Learn how to set up TaxCycle to match your practice workflow and to track completion of tasks.
Transmission and Filing
How to insert the electronic filing status into TaxCycle template code.
EFILE and Electronic Services Available in TaxCycle
A list of the electronic services and EFILE available in each module of TaxCycle, and what years are supported.
Snapshots and Variance
Snapshots allow you to record a point in time for the data in a tax return.

Getting Started

Videos and instructions to get you up and running with TaxCycle.

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Help Topics

Step-by-step instructions on using TaxCycle and TaxFolder.

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Video Tutorials

Short videos that teach you how to complete specific tasks.

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Screen Capture: TaxCycle Getting Started Guide

This PDF guide provides an overview of key topics about TaxCycle. It's a great way to get started.

Download Getting Started Guide

Keyboard Shortcuts

Keyboard Shortcuts

Print this quick reference of keyboard shortcuts and keep it at your desk as you use TaxCycle.

Download Keyboard Shortcuts

Webinars

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ProTaxCommunity.com

ProTaxCommunity.com is a place for tax preparers, accountants and bookkeepers to discuss topics related to Canadian tax returns. All are welcome, whether you currently use TaxCycle in your practice or not.

Visit ProTaxCommunity.com