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On-Demand Training

Catch up on recent TaxCycle webinars through on-demand training

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

  • Get DocuSign® special pricing for TaxCycle customers
  • 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)

Presented by: Cameron Peters

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

  • 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

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Learn how to deduct employment expenses in TaxCycle?T1:

  • 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

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Learn how to enter rental income and expenses in TaxCycle?T1:

  • 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

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Learn how to prepare T1135 Foreign Income Verification Statements in TaxCycle?T1:

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

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

Presented by: Sarka Hojda

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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

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

  • 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

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Learn how to complete the Motor Vehicle Expenses worksheet in TaxCycle?T1:

  • 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

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

  • 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

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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

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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 0.7 verifiable CPD credits.

Presented by: Cameron Peters

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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 0.7 verifiable CPD credits.

Presented by: Elizabeth Kohl

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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 0.7 verifiable CPD credits.

Presented by: Cameron Peters

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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 1 verifiable CPD credit.

Presented by: Andrew Little

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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 1 verifiable CPD credit.

Presented by: Andrew Little

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

  • Creating a T2200 – Declaration of conditions of employment
  • Using RC18 to calculate automobile benefits
  • Creating T4 reduced EI slips
  • Creating T5018s
  • Creating RL-31s and RL-24s
  • Using review tools and summaries
  • Electronically file slips with Internet File Transfer (XML)
  • Printing and emailing slips
  • SlipSync with T1 returns
  • Amending slips

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

Presented by: Sarka Hojda

Watch Now

Learn how to carry forward and prepare T4 and T5 slips in TaxCycle. Topics include:

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

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

Presented by: Sarka Hojda

Watch Now

Learn how to create and customize your own templates:

  • Cloning and creating templates
  • Adding a field code to pull in data from a tax return
  • Formatting field codes: dates, currency, business numbers
  • Creating basic conditions
  • Editing and testing templates

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

Presented by: Elizabeth Kohl

Watch Now

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

  • Finding and opening built-in templates
  • Adding your logo and signature
  • Editing letterhead and signature snippets
  • Emailing templates
  • Printing templates
  • Personalizing a letter for one client

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

Presented by: Elizabeth Kohl

Watch Now

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 share TaxCycle settings across your office. Topics include:

  • Setting up an Options Profile
  • Emailing and sharing an Options Profile
  • Installing an Options Profile
  • Selecting an Options Profile on start-up
  • Securing your Options Profile
  • Backing up your Options Profile

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

Presented by: Andrew Little

Watch Now

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

  • Filtering the document index
  • Extracting slip amounts and posting them into TaxCycle T1
  • Printing tax returns into DoxCycle
  • Extracting files for upload to the CRA
  • Setting 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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Learn how to integrate DoxCycle into your practice. This two-part webinar series will guide you through using DoxCycle in your practice.

  • Creating a DoxCycle file from a T1 tax return
  • Creating files for T2, T3, T4/T4A and T5 documents
  • Importing and scanning documents into DoxCycle PDFs
  • Organizing documents in DoxCycle
  • Adding 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

Did you miss the live broadcast of our Pre-Season Training? Watch the recording now on demand. Then, take the test to earn six verifiable CPD credits. Great training and CPD credits at no cost.

Whether you’re thinking of switching to TaxCycle or you’ve already spent a few tax seasons with us, this full day of TaxCycle training will get you and your team ready for filing season. You'll learn about:

  • Switching to TaxCycle
  • Configuring essential options
  • Cloud storage of options and permissions
  • Carrying forward files from your old software
  • Using review tools to increase productivity and accuracy
  • What's new in TaxCycle
  • What's new in taxes
  • Tools and tips for more efficient tax preparation
  • Template sections
  • Customizing workflow tasks to your office
  • Importing data from Excel®
  • Sharing data using SlipSync
  • What's new in electronic filing and services
  • DocuSign® digital signatures
  • Filing T1, RC-59 and other returns using EFILE and ReFILE
  • Downloading from CRA Auto-fill my return (AFR)

Presented by: Cameron Peters, Elizabeth Kohl and Sarka Hojda

Watch Now

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Check out our webinar schedule.

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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.