Configuring TaxCycle

Watch these webinars to learn how to set up TaxCycle to meet the needs of your practice.

•   Setting Options (30 min.)
•   10 TaxCycle Options to Review Before EFILE Opens (45 min.)
•   Options Profiles (45 min.)

Key Features

Watch these webinars to learn about the core tools within TaxCycle.

•   Navigation and Fast Find (30 min.)
•   Review Tools (30 min.)
•   Data Monitors (30 min.)
•   Print and PDF (60 min.)
•   Workflow Groups and Tasks (45 min.)

Client Manager

Watch these webinars to learn how to use the Client Manager database included with TaxCycle.

•   Client Manager (Part 1) (45 min.)
•   Client Manager (Part 2) (45 min.)
•   Client Manager Filters vs. Searches (15 min.)

Electronic Services

Watch these webinars to learn how to connect with the online services offered by the CRA.

•   Auto-fill my return (AFR) (45 min.)
•   AFR Slip Matching for T3/T5008 Slips (15 min.)
•   EFILE and Express NOA (45 min.)

T1 Personal Tax Returns

Watch these webinars to learn about tools in TaxCycle to help you with preparing returns for individuals.

•   Preparing a Basic T1 Return (45 min.)
•   Family Returns (45 min.)
•   T2125 Self-employment Tax Returns (45 min.)
•   T776 Real Estate Rentals (15 min.)
•   T777 Employment Expenses (15 min.)
•   T1163/T1164 AgriStability/AgriInvest (15 min.)
•   CCA and Assets (15 min.)
•   Motor Vehicle Expenses (15 min.)
•   S3 Capital Gains, including T1243, T1244, T1161 & T2061A (15 min.)

T2 and T5013 Returns

Discover the tools used to prepare corporate tax returns in TaxCycle T2.

•   TaxCycle T2 Tips (60 min.)
•   T1135 and Foreign Income Reporting (15 min.)
•   T5013 Partnership Returns and Slips (45 min.)
•   T1163/T1164 AgriStability/AgriInvest (15 min.)

Slips Returns

Watch these webinars to learn about preparing and filing slips in TaxCycle.

•   Slips Returns—Part 1 (45 min.)
•   Slips Returns—Part 2 (45 min.)

Tax Topics

Watch these webinars to learn about various tax topics.

•   Immediate Expensing (60 min.)
•   Underused Housing Tax (30 min.)
•   T1/T2 Optimizations (15 min.)

Electronic Signatures

Watch these webinars to learn how to request electronic signatures from your clients.

•   TaxFolder E-Signatures and More (60 min.)
•   TaxCycle and DocuSign^® (30 min.)

TaxCycle + Xero

Watch these webinars to learn about Xero accounting software and how it can help you in your practice.

•   TaxCycle+Xero: The Inside Story with Cameron Peters (45 min.)
•   TaxCycle+Xero: Building upon our Community (45 min.)

Billing and Templates

Watch these webinars to learn how to customize correspondence with your clients.

•   Billing and Invoicing (30 min.)
•   Templates—Part 1 “The Basics” (45 min.)
•   Templates—Part 2 “Editing Templates” (45 min.)

Document Management

Watch these webinars to learn about managing source documents from your clients.

•   TaxFolder E-Signatures and More (60 min.)
•   DoxCycle Part 1 "Getting Started" (30 min.)
•   DoxCycle Part 2 "Filtering, Extracting and Classifying" (30 min.)