Upcoming Webinars

Walk through preparing a basic T1 tax return in TaxCycle.

Learn how to:

• Carry forward from the prior year including from competitor software
• Enter taxpayer information
• Add a spouse and dependants
• Add T4, T4E and T5 slips
• Match to CRA data using AFR
• Resolve review messages before filing
• Manage progress with workflow tracking

Presented by: Parminder Kaur

Register Now

TaxCycle’s Auto-fill my return (AFR) helps you save time when preparing client tax returns. In this webinar, Cameron Peters, founder and CEO of TaxCycle, will show you how to use TaxCycle’s AFR feature to download client data from the Canada Revenue Agency (CRA) website and how you can use that information in your tax returns. You will also learn how to export the downloaded data to Excel® and refresh your client data before filing.

Presented by: Cameron Peters

Register Now

TaxCycle T1 is EFILE certified with the Canada Revenue Agency (CRA). In this webinar, we will show you how to electronically file client tax returns using the CRA’s EFILE system in TaxCycle. You will also learn how to set EFILE options and how to file T1 adjustments using EFILE.

Presented by: Parminder Kaur

Register Now

Welcome to the inaugural session of The Changelog. Aaron Doucet, Elizabeth Kohl, and Cameron Peters are cutting through the noise this filing season to highlight recent updates and fill you in on what’s hot right now.
The agenda includes:

• Feature Spotlight: Demos of our favorite new features this season that you should be using in your practice.
• Compliance Check: The specific forms, filing rules, and CRA initiatives hitting your desk right now.
• The Hottest Topic: A lightning-round answer to the top “how-to” question hitting our support lines right now.

Presented by: Elizabeth Kohl

Register Now