Upcoming Webinars

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: Perry Giagos

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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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TaxCycle’s audit and review process runs in the background while you’re working. As you enter data, TaxCycle checks for missing information and optimization opportunities. In this short webinar, learn how to:

• Recognize visual cues to tell you about return status
• Find and resolve audit and review messages
• Use Quick Fix solutions to save time resolving errors
• Hide review messages you don’t need
• Add review marks and memos
• Use summaries in your review process

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

Presented by: Perry Giagos

Register Now