Building on our previous webinar, this session will guide you through the process of adding dynamic, data-driven content to your templates.
You'll learn how to:
List data: Automatically populate client letters with a list of T4 slips, dependants, or any other data you have in a table.
Create snippets: Make a template or section of a template that you can reuse across multiple documents, ensuring consistency and saving time.
Use repeatable sections: Flag a section as repeatable to automatically generate the same content for different taxpayers on a joint or family return.
Answer the polling questions during the webinar to earn CPD credits.
Presented by: Elizabeth Kohl
Come see the brand-new direct integration between Caseware and TaxCycle—designed to connect your workflow from start to finish. Join us to learn how to streamline the flow of data from data entry in Xero, to Working Papers in Caseware, and into TaxCycle for preparing T2 returns—then back again with tax adjustments. Help your team reduce manual entry, improve accuracy, and save time during peak season.
Answer the polling questions during the webinar to earn CPD credits.
Presented by: Aaron Doucet
Find out how TaxCycle makes preparing tax returns faster and easier. Topics covered in the webinar include:
This webinar is designed for those considering switching to TaxCycle or those who have recently switched.
Answer the polling questions during the webinar to earn CPD credits.
Presented by: Parminder Kaur
Every firm has unique client and workflow management strategies. This session will demonstrate how to leverage custom fields, filing status, and workflow data already within your returns to create tailored templates that suit your needs.
You'll learn to:
Add custom fields: Create and insert your own custom fields to personalize templates with unique information for each client.
Write conditions based on workflow status: Include specific paragraphs only when a return is marked as "In Review," "Ready for Filing," or another status.
Use EFILE status conditions: Automatically add or remove text based on a return's EFILE status.
Answer the polling questions during the webinar to earn CPD credits.
Presented by: Elizabeth Kohl
Watch prior webinar recordings.
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.
