TaxCycle

TaxCycle and Microsoft® Excel - Video

Learn how to combine the power of TaxCycle and Microsoft® Excel with greater confidence. In this session, you’ll see how to review CRA Auto-fill data in Excel, import business statements and slips directly into TaxCycle, and export client data for reporting and analysis. Discover practical ways to streamline your tax preparation workflow.

Date of broadcast: April 9, 2026
Presented by: Parminder Kaur