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Location

Hitlon Garden Inn Halifax

200 Pratt & Whitney Dr

Enfield, NS B2T 0A2

Canada

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Description

What you'll learn

What's new or improved in 2017-18

  • Learn about the latest CRA electronic services.
  • Smart copy/paste business statements between T1 returns.
  • Import data from Excel into any form in TaxCycle.
  • Get even more value from the Auto-fill my return (AFR) data download.
  • Customize which workflow items appear and in what order.
  • Use Template Snippets to set up letterhead.
  • Configure Client Manager reports.
  • Get a sneak-peak at the new Client Manager dashboard.

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.

Tools to help you serve more clients

  • Work with data across files for couples, families, small businesses, and associated corporations.
  • Download notices of assessment through CRA Express NOA.
  • ReFILE adjustments to T1 returns.
  • Carry forward, carry back and refresh carryforwards.
  • Track and report on return status in the Client Manager.

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.
  • Download information from the CRA's Auto-fill my return.
  • Corporate Link associated and related corporations in T2.
  • SlipSync to import data from T4, T5 and T5018 slips into T1 and T3 returns.
  • Create new trust and slip returns from data in T1 or T2 files.

Secrets to customizing TaxCycle for your practice

  • Tweak TaxCycle for your screen size and space.
  • Keep an eye on amounts using Data Monitors.
  • Manage review messages to see only those you need.
  • Set up Options Profiles to share settings.

Tips for saving time on each return

  • How to jump quickly to the form and field you need.
  • Transmit multiple types in one click—EFILE, T1135, Pre-Authorized Debit (PAD), etc.
  • Transmit everything for a whole family at once.

Respond quickly to requests for information

  • Turn any template or letter into an email in one click.
  • Report from the Client Manager to target specific taxpayer situations.
  • Extract supporting documents from DoxCycle PDFs to respond to CRA requests.

What you take home

  • Certificate for 7 CPD credits (professional development credits).
  • Hard copy version of the 2017-18 TaxCycle User Guide.
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Date and Time

Location

Hitlon Garden Inn Halifax

200 Pratt & Whitney Dr

Enfield, NS B2T 0A2

Canada

View Map

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