Upcoming Webinars

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: Parmider Kaur

Register Now

Learn how to get the Client Manager running in your practice. Delve into how to find what you want in the Client Manager using custom filters and saved searches.

Presented by: Parminder Kaur

Register Now

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

Register Now

Brush up on navigation basics in TaxCycle. Learn how to quickly navigate between forms, drill down, jump between fields, search for text on a form. This webinar includes:

• Switch between spouse/partner
• Add a dependant
• Maximize screen space
• View windows side-by-side
• Find and open forms from the Prepare sidebar
• Search for forms, fields, amounts in F4 Fast Find
• Drill down on fields (F6) for source data
• Use the find in form function
• Use slip navigation
• Set your own favourites
• Set default form tabs
• Use the quick access toolbar
• Use the form section navigator

Answer the polls during the webinar to earn CPD credits.

Presented by: Parminder Kaur

Register Now