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Webinar Recordings

Catch up on recent TaxCycle webinars through on-demand training

Join us as Cameron Peters, CEO and founder of TaxCycle, and Aaron Doucet, CPA and Partner Success Manager at Xero, demonstrate the efficiencies using Xero and TaxCycle with your clients and in your firm. We’ll also be joined by Faye Pang, Country Manager of Xero Canada.

In this 45-minute webinar, you will:

  1. Understand the benefits of using Xero and TaxCycle with your clients.
  2. Hear Cameron interview Faye Pang on the importance of TaxCycle to Xero.
  3. See the latest in the integration with Xero.

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Cameron Peters and Aaron Doucet with special guest, Faye Pang, Country Manager of Xero Canada.

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Since our acquisition in December by Xero, we’ve heard your questions about the future of TaxCycle. Join us for a chat with Cameron Peters, CEO and founder of TaxCycle, about what comes next.

In this 45-minute webinar, Cameron will:

  1. Give you the inside story of why we believe TaxCycle and Xero make a great pair.
  2. Answer your questions about the acquisition and Xero.
  3. Show you a sneak peak of what’s coming in the integration with Xero.

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Cameron Peters

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Ever wondered when it's best to use a filter or text search in the Client Manger? Learn the inside tips and tricks to quickly find client files. You’ll learn about:

  • What data you can search for in the Client Manager
  • The various filters in the Client Manager and when to use them
  • How to combine search and filters to narrow results

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Andrew Little

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Join us for a webinar of tips and tricks for preparing self-employment tax returns (T2125) in TaxCycle T1.

  • Create a new T2125 form
  • Import information from Excel®
  • Enter COVID-related assistance
  • Enter business-use-of-home expenses
  • Enter motor vehicle expenses
  • Enter and track assets
  • Adjust the CCA claim
  • Complete the T1139 reconciliation for business income for tax purposes
  • Complete the T2125 for a partnership
  • Share T2125 with spouse
  • Smart Copy/Paste T2125 with partners
  • Allocating to multiple jurisdictions
  • T2125 Summaries

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hojda

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Learn how to download slip and other data from the Canada Revenue Agency (CRA) directly into T1 tax returns. Find out about time-saving features only available in TaxCycle T1 that make Auto-fill my return (AFR) even more useful and efficient.

Topics include:

  • Filing authorization to represent a taxpayer
  • Requesting AFR downloads
  • Matching and importing downloaded data
  • Refreshing client data before filing
  • Aggregating multiple slips into a single entry
  • Using downloaded information in a tax return
  • Export AFR values to Excel

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Cameron Peters

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Learn how to electronically file personal tax returns through the Canada Revenue Agency (CRA) T1 EFILE system using TaxCycle.

Topics include:

  • Setting EFILE options
  • Completing a T183 authorization
  • Transmitting a T1 return
  • Resolving review messages before filing
  • Setting up Pre-Authorized Debit (PAD) payments
  • Transmitting multiple filing types at the same time
  • Transmitting family returns
  • Collecting the client’s Notice of Assessment (NOA)
  • Filing T1 adjustments using ReFILE

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hojda

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Now that you know about how to use templates in your returns, you’re ready to learn how to edit them.

This session covers:

  1. Opening and using the Template Editor
  2. Cloning a built-in template
  3. Setting template properties
  4. Customizing the letterhead snippet
  5. Inserting your own text

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Elizabeth Kohl

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Share TaxCycle settings across your office.

Learn how to:

  • Set up an Options Profile
  • Email and share an Options Profile
  • Install an Options Profile
  • Select an Options Profile on start-up
  • Secure your Options Profile
  • Back up your Options Profile

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Andrew Little

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What’s all the buzz about TaxCycle templates and why should you care? We’ll start from the very beginning and introduce you to the basics of how to use templates in TaxCycle—without ever touching the template code.

This session will show you:

  1. What built-in templates come with TaxCycle.
  2. How to personalize and revert changes to a letter.
  3. The difference between emailing templates vs. email cover letter messages.
  4. How to set up your address, logo and signature options.
  5. Other options related to templates.

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Elizabeth Kohl

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Learn about other slips/forms, electronic slip filing in TaxCycle, and how to share slip information between modules with SlipSync.

Learn how to:

  • Create a T2200 or T2200S, Declaration of conditions of employment
  • Use RC18 to calculate automobile benefits
  • Create T4 reduced EI slips
  • Create T5018s
  • Create RL-31s and RL-24s
  • Use review tools
  • Use new dynamic slip summaries
  • Electronically file slips with Internet File Transfer (XML)
  • Print and email slips
  • SlipSync with T1 returns
  • Amend slips

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hojda

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Carry forward and prepare T4 and T5 slips in TaxCycle.

Learn how to:

  • Set global module options
  • Carry forward from ProFile® FX, Cantax® FormMaster or Taxprep® Forms
  • Create a T4 or T5 from a T1 or T2 file
  • Import XML files from previous years
  • Import slips from Excel®
  • Set engagement specific defaults and footnotes for slips
  • Track engagement and workflow
  • Use T4 adjustment options
  • Create T4s / RL-1s
  • Create T4As / RL-2s
  • Create T4PS, T4ARCA, T4NR
  • Create T5s / RL-3s
  • Email missing slip information

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hojda

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Find out about features and enhancements in development for the coming tax season. Learn about the tax changes coming to TaxCycle this year. Answer the polls in each session to qualify for CPD credits.

Sneak Peek

Find out which features and enhancements are in development for the coming tax season and give us your feedback. Answer the polls during this session to earn 1.25 verifiable CPD credit.

Cameron Peters
Cameron Peters
CEO & Founder
Trilogy Software

Tax Update

Learn about the tax changes coming to TaxCycle this year. We’ll update you with the latest legislative changes and how they will work in TaxCycle returns. Answer the polls during this session to earn 0.75 verifiable CPD credits.

Sarka Hojda
Sarka Hojda
Tax Analyst
Trilogy Software

Ask Us Anything

Watch the live Q&A with the TaxCycle team, including short demos of common questions. Answer the polls during this session to earn 1.5 verifiable CPD credits.

Cameron Peters
Cameron Peters
CEO & Founder
Trilogy Software
Andrew Little
Andrew Little
Software Engineer
Trilogy Software
Allen Burns
Allen Burns
Senior Tax Analyst
Trilogy Software
Sarka Hojda
Sarka Hojda
Tax Analyst
Trilogy Software
Elizabeth Kohl
Elizabeth Kohl
Director of Communications & User Experience
Trilogy Software

Presented by: The TaxCycle Team

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TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle Suite. In this TaxFolder webinar, you’ll learn how to:

  • Set up TaxFolder
  • Use the TaxFolder client dashboard
  • Manage engagements in TaxFolder
  • Request electronic signatures from TaxFolder
  • Resend or edit a signature request
  • Manage client document sharing with the client portal
  • Use TaxCycle to request and manage electronic signatures
  • Retrieve documents signed or shared by your clients

Presented by: Sarka Hojda

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Tips to speed up T2 preparation and filing in TaxCycle, including:

  • T2 Auto-fill
  • T2 Pre-validation
  • Corporate Linking
  • GIFI import
  • Notes to financial statements
  • CCA and Schedule 8 reconciliation
  • T2 optimizations
  • AuthRepBus EFILE
  • AgriStability EFILE
  • Quick links to T4/T5
  • Invoicing in T2
  • Interest and penalty worksheet
  • Capital dividends planning worksheet
  • Rental income worksheet
  • Foreign income EFILE (T1135, T1134, T106)
  • Adjusting a T2 return after it has been filed

Presented by: Sarka Hojda

Watch Now

Prepare returns for all family members in a single TaxCycle file. Learn how to:

  • Couple taxpayer and spouse returns
  • Add dependant information to a file
  • Create family returns with full dependant tax information
  • Coupling dependant returns
  • Review and adjust optimizations
  • Carry forward family files
  • Detaching or uncoupling a return
  • Joint and family summaries
  • Joint and family letters and invoices
  • Options to help with couples and family
  • Transmit returns for a whole family
  • Print returns for a whole family

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Elizabeth Kohl

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Learn how to use TaxCycle to invoice your clients. You will learn how to:

  • Set invoicing options
  • Export invoice to QuickBooks®
  • Set pricing options and copy prices from year-to-year
  • Complete the Billing worksheet
  • Print or email and invoice to clients
  • Track billing status in workflow
  • Report on billing status in the Client Manager

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Perry Giagos

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Learn how to use filters to create saved searches and export data. Topics include:

  • Batch functions
  • Custom filters
  • Saved searches
  • Column layouts
  • Excel export

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Andrew Little

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Learn how to set up the Client Manager and perform basic searches. Topics include:

  • Client Manager setup
  • Indexing and folders
  • Basic searches
  • Views and previews
  • Opening and carrying forward files

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Andrew Little

Watch Now

The first TaxCycle release of January 2021 included important changes to the storage of settings files and Options Profiles. Join us for this short webinar to find out what you need to do:

  • Getting ready for sharing of Options Profiles in the cloud
  • Moving more settings and templates into Options Profiles
  • Backup of Options Profiles zip files

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Cameron Peters

Watch Now

Brush up review basics in TaxCycle.

Learn how to:

  • Find and resolve audit and review messages
  • Use Quick Fix solutions to save time resolving errors
  • Hide review messages you don’t need
  • Add review marks and memos
  • Customize your review workflow
  • View review history
  • Use summaries in your review process
  • Use data monitors

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Perry Giagos

Watch Now

See status at-a-glance in data monitors. Take your data monitors to the next level.

Learn how to:

  • Select from pre-set data monitors
  • Add data monitors
  • Edit a data monitor
  • Show field codes in data monitors
  • Carry forward data monitors from prior year
  • Include data monitors in Options Profiles
  • Create expressions in data monitors
  • Change the colour of a data monitor

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Cameron Peters

Watch Now

Set up TaxCycle’s workflow to match yours.

Learn how to:

  • Configure groups and tasks to match your practice workflow
  • Choose which tasks are required to consider a tax return complete
  • View and edit return status in the Track sidebar
  • Show workflow before saving
  • Flag a return that is waiting on client input
  • Set a due date on a return
  • Automatically track adjustments made after filing
  • Filter based on return status in the Client Manager

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Andrew Little

Watch Now

Walk through preparing a basic T1 tax return in TaxCycle.

Learn how to:

  • Carry forward from the prior year including from competitor software
  • Enter taxpayer information
  • Add a spouse and dependants
  • Add T4, T4E and T5 slips
  • Match to CRA data using AFR
  • Resolve review messages before filing
  • Manage progress with workflow tracking

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Get an overview of the important options you should know about.

Learn how to:

  • Enter firm contact information
  • Use your logo and signature image in letters
  • Enter preparer information
  • Set your EFILE number and password
  • Create a folder structure for your client files
  • Control the file naming
  • Set defaults for new files
  • Customize print sets
  • Set pricing information

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Perry Giagos

Watch Now

Join us for a webinar on TaxCycle and DocuSign® to learn how to send documents for electronic signature to your clients. Learn how to:

  • Decide whether a free electronic signature option is enough for you
  • Link your DocuSign® account with TaxCycle
  • Set print options to request an electronic signature
  • Mask social insurance and business numbers
  • Track the status of electronic signatures in TaxCycle
  • Download signed PDF files from TaxCycle
  • Manage signatures for other forms (such as T2091)

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Cameron Peters

Watch Now

Deal with large numbers of T3 or T5008 slips downloaded from Auto-fill my return (AFR) more efficiently. Learn how to:

  • Export a list to Excel
  • Exclude slips from import
  • Merge multiple slips into a single slip

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Deduct employment expenses in TaxCycle T1 returns. Learn how to:

  • Obtain T2200 Declaration of conditions of employment
  • Complete the T777 and T777WS
  • Related expenses to a T4 slip
  • Claim a GST/HST rebate
  • Select options for salaried or commission employees
  • Enter workspace-in-the-home expenses

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

Enter rental income and expenses in TaxCycle T1. Learn how to:

  • Create a T776 form set
  • When to group or separate properties
  • Choose between a partner and a co-owner
  • Import/export expenses
  • Foreign rental property
  • Smart Copy/Paste of rental statements

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

Prepare T1135 Foreign Income Verification Statements in TaxCycle. Learn how to:

  • Answer the question on the Info worksheet.
  • Prepare the T1135
  • EFILE the T1135 from TaxCycle T2 or T5013
  • Use the Attach-a-doc service in T2 and T51013
  • Carry forward to the following year

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Learn how to prepare AgriStability/AgriInvest statements in TaxCycle T1 and T2:

  • Prepare the T2042 in TaxCycle T1
  • Smart/Copy Paste T2042 to T1163/T1164
  • Enter the Participant Identification Number (PIN)
  • Use GIFI data on Agri form in TaxCycle T2
  • EFILE AgriStability from TaxCycle T2

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Complete and track Capital Cost Allowance (CCA) and assets in TaxCycle T1. Learn how to:

  • Use the CCA worksheet
  • Track with Asset managers
  • Find CCA classes
  • Pool assets of the same type
  • Trigger a terminal loss for all assets in the same class/pool
  • Claim a different CCA amount
  • Adjust the CCA claim order
  • View the asset summary

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Complete the Motor Vehicle Expenses worksheet in TaxCycle T1. Learn how to:

  • Create a new Motor Vehicle worksheet
  • Enter vehicle information and mileage
  • Share motor vehicle worksheets between spouses and statements
  • Allocate kilometrage to income statements
  • Enter fuel and maintenance expenses
  • Trigger motor vehicle CCA
  • Calculate applicable leasing costs
  • Enter loan interest payment for a vehicle

Answer the polls during the webinar to earn 0.25 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

Prepare a federal T2125 Statement of Business or Professional Activities in TaxCycle T1. Learn how to:

  • Create a new T2125 form
  • Import information from Excel®
  • Enter business-use-of-home expenses
  • Complete the T1139 reconciliation for business income for tax purposes
  • Complete the T2125 for a partnership
  • Share T2125 spouses and partners
  • Smart Copy/Paste T2125 with partners
  • Handle a business that creates a multiple jurisdiction return

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Elizabeth Kohl

Watch Now

Learn how to prepare a federal T5013 return and slips in TaxCycle?T5013:

  • Complete Info and Engagement worksheets
  • Complete Partner and Allocation worksheets
  • Complete GIFI schedules and adjustments
  • Complete applicable federal and provincial schedules
  • Enter asset information
  • Allocate net taxable income from S1 and TPF
  • Review amounts allocated to partners
  • Report foreign income (if applicable
  • Review, file and print the return

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Sarka Hojda

Watch Now

Share TaxCycle settings across your office. Learn how to:

  • Set up an Options Profile
  • Email and share an Options Profile
  • Install an Options Profile
  • Select an Options Profile on start-up
  • Secure your Options Profile
  • Back up your Options Profile

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Presented by: Andrew Little

Watch Now

Integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice. Learn how to:

  • Filter the document index
  • Extract slip amounts and posting them into TaxCycle T1
  • Print tax returns into DoxCycle
  • Extract files for upload to the CRA
  • Set up a custom outline

Answer the polls during each part to earn 0.5 verifiable CPD hours for each part in this series.

Presented by: Andrew Little

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Integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice. Learn how to:

  • Create a DoxCycle file from a T1 tax return
  • Create files for T2, T3, T4/T4A and T5 documents
  • Import and scanning documents into DoxCycle PDFs
  • Organize documents in DoxCycle
  • Add cross-reference links

Answer the polls during each part to earn 0.5 verifiable CPD hours for each part in this series.

Presented by: Andrew Little

Watch Now

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Professional Development Credits

Answer the polls to qualify for verifiable CPD credit hours. Download your certificate after you complete the training from the same portal where you take the training.