TaxCycle

Microsoft Excel Export - Video

Put your mastery of Excel to work in TaxCycle. Discover the integration between Excel®  and TaxCycle professional tax software:

  • Extract slip data downloaded from CRA Auto-fill My Return (AFR) for reconciliation in Excel® (4:42)
  • Import T2125 income statement information from Excel® into TaxCycle (9:51)
  • Import T4, T5 and other slip information from Excel®  into TaxCycle slips returns (18:07)
  • Customize the export of data from the Client Manager for further use in Excel® (22:14)

Date of broadcast: January 16, 2018
Presented by: Elizabeth Kohl