Find out how TaxCycle makes preparing tax returns faster and easier. Topics covered in the webinar include:
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
Every firm has unique client and workflow management strategies. This session will demonstrate how to leverage custom fields, filing status, and workflow data already within your returns to create tailored templates that suit your needs.
You'll learn to:
Add custom fields: Create and insert your own custom fields to personalize templates with unique information for each client.
Write conditions based on workflow status: Include specific paragraphs only when a return is marked as "In Review," "Ready for Filing," or another status.
Use EFILE status conditions: Automatically add or remove text based on a return's EFILE status.
Answer the polling questions during the webinar to earn CPD credits.
Presented by: Elizabeth Kohl
Are you new to TaxCycle or looking for a refresher on the fundamentals? This webinar is designed to guide you through the essential steps to get your practice set up and ready for tax season. We’ll help you move from activating your TaxCycle license to filing your first return, focusing on the core features you need to be productive right away.
Join us as we cover the complete workflow, highlighting the best practices to help you prepare for the tax season.
Answer the polling questions during the webinar to earn CPD credits.
Presented by: Parminder Kaur
In this webinar with Parminder Kaur, Community Success Specialist, you will learn how to get started with TaxCycle. Topics covered in this webinar include:
How to sign in and activate your license
Where to find your license code
Checking for licensed products
How to carry forward prior-year returns
Carryforward conversions from competitor software
Batch carryforward
Answer the polling questions during the webinar to earn CPD credits.
Presented by: Parminder Kaur
In this webinar, you will learn all about TaxCycle’s workflow tools and how you can customize TaxCycle to match your practice workflow. Learn how to:
Presented by: Parminder Kaur
Find out how TaxCycle makes preparing tax returns faster and easier. Topics covered in the webinar include:
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
TaxCycle’s data monitors allow you to monitor information in the open tax return without jumping to a specific form. In this webinar, you will learn how to work with data monitors and preset data monitor expressions, as well as how to edit and create data monitor expressions.
Answer the polling questions during the webinar to earn CPD credits.
Presented by: Cameron Peters
Watch prior webinar recordings.
You will need to be at a computer with either speakers or headphones and a high-speed internet connection.
Answer the polls to qualify for verifiable CPD credit hours. Download your certificate after you complete the training from the same portal where you take the training.
