Getting Started

•   Intro to TaxCycle (45 min.)
•   Navigation and Fast Find (30 min.)
•   Review Tools (30 min.)
•   Print and PDF (60 min.)
•   Billing and Invoicing (30 min.)
•   Time-Saving Toolkit (90 min.)

Configuring TaxCycle

•   Options: Set Up and Share (60 min.)
•   Templates, Part 1: The Basics (45 min.)
•   Templates, Part 2: Editing Templates (60 min.)

T1 Personal Tax Returns

•   Preparing a Basic T1 Return (45 min.)
•   Family Returns (45 min.)
•   Motor Vehicle Expenses (30 min.)
•   T776 Real Estate Rentals (30 min.)
•   T777 Employment Expenses (30 min.)
•   T1/T2 Optimizations (30 min.)
•   ReFILE and T1-ADJ (30 min.)

Slips Returns

•   Slips Returns, Part 1 (45 min.)
•   Slips Returns, Part 2 (45 min.)
•   T2202 Slips (45 min.)

T3 and T5013

•   T3 Trust Returns and Slips (60 min.)
•   T5013 Partnership Returns and Slips (60 min.)

Electronic Services

•   Auto-fill my return (AFR) (45 min.)
•   EFILE and Express NOA (45 min.)
•   T1135 and Foreign Income Reporting (15 min.)

Tax Topics

•   Underused Housing Tax (UHT) (45 min.)
•   Bare Trusts (30 min.)
•   Tax Update 2023 (60 min.)

Productivity Tools

•   DoxCycle (45 min.)
•   Client Manager (30 min.)
•   TaxFolder (75 min.)
•   Workflow Tools (45 min.)