TaxCycle and Microsoft Excel integration

Updated: 2024-06-05

Put your mastery of Excel to work in TaxCycle. Discover the integration between Excel®  and TaxCycle professional tax software:

• Extract slip data downloaded from CRA Auto-fill my return (AFR) for reconciliation in Excel®  (4:42)
• Import T2125 income statement information from Excel®  into TaxCycle (9:51)
• Import T4, T5 and other slip information from Excel®  into TaxCycle slips returns (18:07)
• Customize the export of data from the Client Manager for further use in Excel®  (22:14)

Date of broadcast: January 16, 2018
Presented by: Elizabeth Kohl