Intro to TaxCycle

October 28, 2026 11:00 a.m. MDT

45 minutes

Get oriented with TaxCycle, professional tax software for Canadian accountants and bookkeepers. This introductory webinar highlights the tools and workflows that help simplify the tax preparation process, from file carryforward to EFILE.

You’ll learn how to:

• Navigate through TaxCycle easily, including finding forms, using keyboard shortcuts and search tools.

• Explore core features such as Auto-fill My Return (AFR), Family Returns, Prior-Year Returns and Review Tools.

• Use the Client Manager and Template Editor to support tax-practice workflows.

• Import GIFI data into T1, T2 and T5013 returns with the Xero and TaxCycle integration.

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.