Learn how to combine the power of TaxCycle and Microsoft® Excel with greater confidence. In this session, you’ll see how to review CRA Auto-fill data in Excel, import business statements and slips directly into TaxCycle, and export client data for reporting and analysis. Discover practical ways to streamline your tax preparation workflow.
Presented by: Parminder Kaur
Welcome to another episode of The Changelog. Join Aaron Doucet, Elizabeth Kohl, and Cameron Peters as they sift through the latest news, dissect recent software updates, and deliver a focused look at the must-know changes impacting your work this filing season.
The agenda includes:
The Hottest Topic: A lightning-round answer to the top “how-to” question hitting our support lines right now.
Presented by: Elizabeth Kohl
Watch prior webinar recordings.
You will need to be at a computer with either speakers or headphones and a high-speed internet connection.
Answer the polls to qualify for verifiable CPD credit hours. Download your certificate after you complete the training from the same portal where you take the training.