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TaxCycle Suite Tour 2014 - Moncton

Trilogy Software, makers of TaxCycle and DoxCycle

Tuesday, 4 November 2014 from 8:00 AM to 3:00 PM (AST)

TaxCycle Suite Tour 2014 - Moncton

Registration Information

Registration Type Sales End Price Fee GST Quantity
Regular Price Ended $149.00 $0.00 $19.37

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Event Details

TaxCycle training seminars are once again coming to your city this fall. 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 tax season.

TaxCycle Suite Tour logoTopics include:

  • What's new in TaxCycle this season
  • Setting up TaxCycle for your office
  • Using TaxCycle's Client Manager
  • Scanning and importing slips from DoxCycle
  • Working with forms and entering data
  • Filing electronic T1013 authorizations
  • Downloading from CRA Represent a Client
  • Preparing family returns
  • TaxCycle's review tools
  • EFILE (and what to do if you need paper file)
  • Customizing templates for letter and email correspondence
  • Print options and printing
  • Completing a T1-ADJ
  • Tracking tax return workflow

This session qualifies for 6.5 CPD credits.
Admission includes continental breakfast, lunch and afternoon snack. 


Presented by Trilogy Software's founder and CEO, Cameron Peters

Learn from the person who started TaxCycle. Those who've seen Cameron present in the past know that his presentations are peppered with useful tips and tricks for an efficient tax season. And, there are always a few surprises as Cameron often adapts the presentation based on questions from attendees.

Have questions about TaxCycle Suite Tour 2014 - Moncton? Contact Trilogy Software, makers of TaxCycle and DoxCycle

When & Where


Crowne Plaza Moncton Downtown
1005 Main St
Moncton, NB E1C 1G9
Canada

Tuesday, 4 November 2014 from 8:00 AM to 3:00 PM (AST)


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Organizer

Trilogy Software, makers of TaxCycle and DoxCycle

Trilogy makes TaxCycle Canadian professional tax preparation software and DoxCycle source document management software for a modern and efficient paperless tax office experience. Cameron Peters, CEO and Founder, is a 30 year veteran of the tax software industry and the original creator of Cantax® and ProFile®. Backed by software support you can count on, support requests are answered in Canada by the tax analysts and developers who build TaxCycle. From EFILE-first workflow to 100% guaranteed tax calculations like the “no-click” split pension optimization, you’ll discover hundreds of delightful innovations by downloading a fully functional TaxCycle and DoxCycle trial at www.taxcycle.com.

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