TaxCycle Suite Tour 2017 - Mississauga
What you'll learn
How to switch to TaxCycle and DoxCycle
Carry forward prior-year returns from your old tax software.
Build a database of past-year tax returns.
Set up options how you like them.
Secrets to customizing TaxCycle for your practice
Customize workflow and tasks to match processes in your practice. NEW!
Manage review messages to see only those you need.
Use Template Snippets to set up your letterhead. NEW!
Set up Options Profiles to share settings.
Configure Smart Folders to create the file structure you want. NEW!
Help for faster, more accurate data entry
Use pre-season checklists to help your clients pull together the right documents.
Scan, import and extract data from source documents using DoxCycle.
Get even more value from the Auto-fill my return (AFR) data download. NEW!
Link associated and related corporations in T2 (corporate linking).
Import data from T3, T4, T5 and T5018 slips into T1 returns using SlipSync.
Create new trust and slip returns from data in T1 or T2 files.
Tips for saving time on each return
Smart copy/paste business statements between T1 returns. NEW!
Keyboard shortcuts to jump quickly to the forms and fields you need.
Import data from Excel® into any form in TaxCycle. NEW!
Transmit multiple types in one click—EFILE, T1135, Pre-Authorized Debit (PAD), etc.
Transmit everything for a whole family at once.
Tools to help you serve more clients
Work with data across files for couples, families, small businesses, and associated corporations.
Make the most of the latest CRA electronic services. NEW!
Download notices of assessment through CRA Express NOA.
ReFILE adjustments to T1 returns.
Carry forward, carry back and refresh carryforwards.
Track return status in the new Client Manager dashboard. NEW!
Tricks to respond quickly to requests for information
Turn any template or letter into an email in one click.
Configure Client Manager columns, views and Excel® reports. NEW!
Report from the Client Manager to target specific taxpayer situations.
Extract supporting documents from DoxCycle PDFs to respond to CRA requests.
What you'll take home
Certificate for 7 CPD credits (Continuing Professional Development credits).
Paper copy of the 2017-18 TaxCycle User Guide.
Presented by TaxCycle experts
Join TaxCycle experts, Cameron Peters (CEO and Founder) or Maryse Venne, to learn how to make your practice more efficient. 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 the coming filing season.
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