Upcoming Webinars

Learn how to issue T2202 slips to recipients and prepare and file unlimited federal T2202 slips and summaries electronically. Topics covered in this webinar include:

• Global options
• Setting client defaults and footnotes
• Creating a T2202 file
• Creating an Excel import template
• Review tools
• Missing slip information template
• Workflow tracking
• Electronic filing
• Printing T2202 slips and labels
• Amending a return

Answer the polls during the webinar to earn 0.50 verifiable CPD credits.

Presented by: Sarka Hodja

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Did you miss a line in the release notes? It happens to the best of us during tax season. 

Join Aaron Doucet, Elizabeth Kohl, and Cameron Peters for this high-speed, 30-minute catch-up session designed to ensure you haven't missed the best new tools—or the most critical rules—for the coming year.

We’re skipping the basics to focus entirely on the small but mighty improvements that can save you effort right now, and the essential CRA updates you need to know.

We will cover:

• The "Hidden Gems": A showcase of smaller, high-impact features from recent updates that you may have missed.
• Need-to-Know: A look at critical compliance and filing changes that may affect you this season.
• Release Notes Roundup: A quick summary of the most important fixes and enhancements from the last few builds, translated into plain English.

Answer the polls during the webinar to earn verifiable CPD credits.

Presented by: Elizabeth Kohl

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Find out how TaxCycle makes preparing tax returns faster and easier. Topics covered in the webinar include:

• Client Manager reports
• Auto-fill my return (AFR)
• Prior-year returns
• Review tools
• EFILE
• Printing

This webinar is designed for those considering switching to TaxCycle or those who have recently switched.

Answer the polling questions during the webinar to earn CPD credits.

Presented by: Parminder Kaur

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The countdown to EFILE is on. Is your practice ready to hit the ground running when the systems open? We will walk you through critical configuration options in TaxCycle that you should review before you start filing. 

In this webinar, you will learn how to:

• Update Key Credentials: Verify your EFILE number, password, and authorization details to ensure a seamless connection with the CRA.
• Automate Your Workflow: Configure default folders, file naming conventions, and workflow groups to keep your practice organized automatically.
• Standardize Client Correspondence: Set up your letterhead, invoices, and prices to ensure every client interaction is professional and consistent.

Join us to optimize your TaxCycle software for a smoother, faster tax season.

Answer the polls during the webinar to earn verifiable CPD credits.

Presented by: Elizabeth Kohl

Register Now