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TaxCycle Suite Tour 2017 - Moncton

Trilogy Software, makers of TaxCycle and DoxCycle

Monday, 13 November 2017 from 8:00 AM to 4:00 PM (AST)

Registration Information

Registration Type Sales End Price Fee GST/HST Quantity
Early-Bird 20 Oct 2017 $99.00 $0.00 $14.85

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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.




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

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When & Where

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

Monday, 13 November 2017 from 8:00 AM to 4:00 PM (AST)

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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 - Moncton
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