T1 and T2 Optimizations

Updated: 2025-02-21

TaxCycle optimizes tax calculations to achieve the results you need for your clients. Optimization calculations run quietly in the background as you enter data so that the results automatically update without you needing to click a button or select a menu item.

In this video, we will show you how you can:

• Optimize for minimizing or maximizing taxable income in your T1 and T2 returns.
• Adjust settings on the Optimizations worksheet.
• Choose optimization goals to better meet the needs of your client’s financial situation.

Date of broadcast: February 18, 2025
Presented by: Parminder Kaur