Webinar Recordings

Catch up on recent TaxCycle webinars through on-demand training

TaxCycle Pre-Season Training 2021 Original Broadcast: 2021-10-26
3.5 hours

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
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
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
CEO & Founder
Trilogy Software

Andrew Little
Software Engineer
Trilogy Software

Allen Burns
Senior Tax Analyst
Trilogy Software

Sarka Hojda
Tax Analyst
Trilogy Software

Elizabeth Kohl
Director of Communications & User Experience
Trilogy Software

Presented by: The TaxCycle Team

TaxFolder E-Signatures and More Original Broadcast: 2021-10-14
1 hour

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

TaxCycle T2 Tips Original Broadcast: 2021-06-29
1 hour

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

EFILE and Express NOA Original Broadcast: 2021-02-18
45 minutes

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

Auto-fill My Return Original Broadcast: 2021-02-17
1 hour

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 1 verifiable CPD credit.

Presented by: Cameron Peters

Family Returns Original Broadcast: 2021-02-11
45 minutes

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

Billing and Invoicing Original Broadcast: 2021-02-10
30 minutes

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

Print and PDF Original Broadcast: 2021-02-09
1 hour

Learn how to print forms and returns as well as create PDFs from TaxCycle T1. You will learn about:

Single-form and Quick print
Printer settings
PDF settings
Print to email
Print a full tax return
Print/PDF family
Print sets
Sharing print sets and printer settings
Print set conditions
Create a new print set
Form selection
Batch printing

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Sarka Hojda

Client Manager (Part 2) Original Broadcast: 2021-02-04
45 minutes

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

Client Manager (Part 1) Original Broadcast: 2021-02-03
45 minutes

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

What’s New in Templates for 2021 Original Broadcast: 2021-01-21
30 minutes

In January, we released new features and important updates to Templates. Join us for this short webinar to get up to speed. It will cover:

Changing pronouns from We to I in all templates
New template module options
Adding a Background Layer to create a printed letterhead or footer
A new, easier way to set Used and Relevant conditions for templates (without cloning a template)
Moving template files into Options Profiles
Moving logos and signatures into Options Profiles

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

Presented by: Elizabeth Kohl

Changes to Settings Files and Options Profiles Original Broadcast: 2021-01-20
30 minutes

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

Slips Returns—Part 3 ''Slips Internet filing and SlipSync'' Original Broadcast: 2021-01-14
45 minutes

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

Slips Returns—Part 2 "2020 COVID-19 Slips Update" Original Broadcast: 2021-01-13
30 minutes

What you need to know for 2020 slips filing season related to COVID-19. Learn about:

New forms
- PD27–Temporary Wage Subsidy Self-Identification Form
- T2200S–Declaration of Conditions of Employment for Working at Home Due to COVID-19
- T777S–Statement of Employment Expenses for Working at Home Due to COVID-19
Taxable benefits
Income recognition rules for loan forgiveness
T4–New reporting fields
T4A–New reporting fields for COVID-19 programs

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

Presented by: Sarka Hojda

Slips Returns—Part 1 "Carry Forward and Prepare Slips in TaxCycle" Original Broadcast: 2021-01-12
45 minutes

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 Hodja

Review Tools Original Broadcast: 2020-11-04
30 minutes

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

Data Monitors Original Broadcast: 2020-11-04
30 minutes

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

Workflow Groups and Tasks Original Broadcast: 2020-11-04
45 minutes

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

Preparing a Basic T1 Return Original Broadcast: 2020-11-04
45 minutes

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

Setting Options Original Broadcast: 2020-11-04
30 minutes

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

TaxCycle and DocuSign® Original Broadcast: 2020-04-07
30 minutes

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

AFR Slip Matching for T3/T5008 Slips Original Broadcast: 2020-03-17
15 minutes

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

T777 Employment Expenses Original Broadcast: 2020-03-12
15 minutes

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

T776 Real Estate Rentals Original Broadcast: 2020-03-12
15 minutes

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

T1135 and Foreign Income Reporting Original Broadcast: 2020-03-11
15 minutes

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

T1163/T1164 AgriStability/AgriInvest Original Broadcast: 2020-03-10
15 minutes

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

CCA and Assets Original Broadcast: 2020-03-10
15 minutes

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

Motor Vehicle Expenses Original Broadcast: 2020-03-05
15 minutes

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

T2125 Business or Professional Activities Original Broadcast: 2020-03-05
30 minutes

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

T5013 Partnership Returns and Slips Original Broadcast: 2020-03-04
45 minutes

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

Navigation and Fast Find Original Broadcast: 2020-01-30
30 minutes

Brush up on navigation basics in TaxCycle. Learn how to:

Switch between spouse/partner
Add a dependant
Maximize screen space
View windows side-by-side
Find and open forms from the Prepare sidebar
Search for forms, fields, amounts in F4 Fast Find
Drill down on fields (F6) for source data
Use the find in form function
Use slip navigation
Set your own favourites
Set default form tabs
Use the quick access toolbar
Use the form section navigator

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

Presented by: Perry Giagos

Template Editor—Part 2 "Customizing Templates" Original Broadcast: 2020-01-09
1 hour

Create and customize your own templates. Learn how to:

Clone and create templates
Add a field code to pull in data from a tax return
Format field codes: dates, currency, business numbers
Build basic conditions
Edit and testing templates

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Elizabeth Kohl

Template Editor—Part 1 "The Basics" Original Broadcast: 2020-01-08
1 hour

Discover the templates in TaxCycle and how to apply your firm’s letterhead and branding. Learn how to:

Find and open built-in templates
Add your logo and signature
Edit letterhead and signature snippets
Email templates
Print templates
Personalize a letter for one client

Answer the polls during the webinar to earn 1 verifiable CPD credit.

Presented by: Elizabeth Kohl

Options Profiles Original Broadcast: 2019-12-10
30 minutes

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

DoxCycle Part 2 “Filtering, Extracting and Classifying" Original Broadcast: 2019-12-05
30 minutes

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

DoxCycle Part 1 “Getting Started” Original Broadcast: 2019-12-04
30 minutes

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

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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.