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:
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.
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:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Cameron Peters
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:
Answer the polls during the webinar to earn 0.25 verifiable CPD credits.
Presented by: Andrew Little
Join us for a webinar of tips and tricks for preparing self-employment tax returns (T2125) in TaxCycle T1.
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Sarka Hojda
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:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Cameron Peters
Learn how to electronically file personal tax returns through the Canada Revenue Agency (CRA) T1 EFILE system using TaxCycle.
Topics include:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Sarka Hojda
Now that you know about how to use templates in your returns, you’re ready to learn how to edit them.
This session covers:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Elizabeth Kohl
Share TaxCycle settings across your office.
Learn how to:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Andrew Little
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:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Elizabeth Kohl
Learn about other slips/forms, electronic slip filing in TaxCycle, and how to share slip information between modules with SlipSync.
Learn how to:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Sarka Hojda
Carry forward and prepare T4 and T5 slips in TaxCycle.
Learn how to:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Sarka Hojda
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.
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.
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.
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.
Presented by: The TaxCycle Team
TaxFolder adds electronic signatures, a client portal and secure document sharing to the TaxCycle Suite. In this TaxFolder webinar, you’ll learn how to:
Presented by: Sarka Hojda
Tips to speed up T2 preparation and filing in TaxCycle, including:
Presented by: Sarka Hojda
Prepare returns for all family members in a single TaxCycle file. Learn how to:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Elizabeth Kohl
Learn how to use TaxCycle to invoice your clients. You will learn how to:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Perry Giagos
Learn how to print forms and returns as well as create PDFs from TaxCycle T1. You will learn about:
Answer the polls during the webinar to earn 1 verifiable CPD credit.
Presented by: Sarka Hojda
Learn how to use filters to create saved searches and export data. Topics include:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Andrew Little
Learn how to set up the Client Manager and perform basic searches. Topics include:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Andrew Little
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:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Cameron Peters
Brush up review basics in TaxCycle.
Learn how to:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Perry Giagos
See status at-a-glance in data monitors. Take your data monitors to the next level.
Learn how to:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Cameron Peters
Set up TaxCycle’s workflow to match yours.
Learn how to:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Andrew Little
Walk through preparing a basic T1 tax return in TaxCycle.
Learn how to:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Sarka Hojda
Get an overview of the important options you should know about.
Learn how to:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Perry Giagos
Join us for a webinar on TaxCycle and DocuSign® to learn how to send documents for electronic signature to your clients. Learn how to:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Cameron Peters
Deal with large numbers of T3 or T5008 slips downloaded from Auto-fill my return (AFR) more efficiently. Learn how to:
Answer the polls during the webinar to earn 0.25 verifiable CPD credits.
Presented by: Sarka Hojda
Deduct employment expenses in TaxCycle T1 returns. Learn how to:
Answer the polls during the webinar to earn 0.25 verifiable CPD credits.
Presented by: Elizabeth Kohl
Enter rental income and expenses in TaxCycle T1. Learn how to:
Answer the polls during the webinar to earn 0.25 verifiable CPD credits.
Presented by: Elizabeth Kohl
Prepare T1135 Foreign Income Verification Statements in TaxCycle. Learn how to:
Answer the polls during the webinar to earn 0.25 verifiable CPD credits.
Presented by: Sarka Hojda
Learn how to prepare AgriStability/AgriInvest statements in TaxCycle T1 and T2:
Answer the polls during the webinar to earn 0.25 verifiable CPD credits.
Presented by: Sarka Hojda
Complete and track Capital Cost Allowance (CCA) and assets in TaxCycle T1. Learn how to:
Answer the polls during the webinar to earn 0.25 verifiable CPD credits.
Presented by: Sarka Hojda
Complete the Motor Vehicle Expenses worksheet in TaxCycle T1. Learn how to:
Answer the polls during the webinar to earn 0.25 verifiable CPD credits.
Presented by: Elizabeth Kohl
Prepare a federal T2125 Statement of Business or Professional Activities in TaxCycle T1. Learn how to:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Elizabeth Kohl
Learn how to prepare a federal T5013 return and slips in TaxCycle?T5013:
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
Presented by: Sarka Hojda
Share TaxCycle settings across your office. Learn how to:
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
Presented by: Andrew Little
Integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice. Learn how to:
Answer the polls during each part to earn 0.5 verifiable CPD hours for each part in this series.
Presented by: Andrew Little
Integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice. Learn how to:
Answer the polls during each part to earn 0.5 verifiable CPD hours for each part in this series.
Presented by: Andrew Little
Check out our webinar schedule.
You will need to be at a computer with either speakers or headphones and a high-speed internet connection.
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.