Slips Returns Part 1: Setup and Import - Video

Updated: 2025-02-25

Learn how to carry forward and prepare slips in TaxCycle. Topics covered in this webinar include: 

• Global option settings
• T4 adjustment options
• Competitor and TaxCycle file carryforward 
• Creating a T4/T5 from a T2 return
• Engagement defaults and footers
• XML import and carry forward
• Creating Excel import templates
• Importing from Excel
• Missing slips templates

Date of broadcast: January 21, 2025
Presented by: Sarka Hojda