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TaxCycle Suite Tour 2017-18 - Vancouver DT

Trilogy Software, makers of TaxCycle and DoxCycle

Wednesday, 17 January 2018 from 8:00 AM to 4:00 PM (PST)

TaxCycle Suite Tour 2017-18 - Vancouver DT

Registration Information

Registration Type Sales End Price Fee GST/HST Quantity
Regular Price 17 Jan 2018 $149.00 $0.00 $7.45

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Event Details

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.


Have questions about TaxCycle Suite Tour 2017-18 - Vancouver DT? Contact Trilogy Software, makers of TaxCycle and DoxCycle

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When & Where

Sandman Hotel Vancouver City Centre
180 W Georgia Street
Vancouver, BC V6B 4P4

Wednesday, 17 January 2018 from 8:00 AM to 4:00 PM (PST)

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Trilogy Software, makers of TaxCycle and DoxCycle

Trilogy Software 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 an over 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

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TaxCycle Suite Tour 2017-18 - Vancouver DT
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