What you'll learn
What's new or improved in 2017-18
- Learn about the latest CRA electronic services.
- Smart copy/paste business statements between T1 returns.
- Import data from Excel into any form in TaxCycle.
- Get even more value from the Auto-fill my return (AFR) data download.
- Customize which workflow items appear and in what order.
- Use Template Snippets to set up letterhead.
- Configure Client Manager reports.
- Get a sneak-peak at the new Client Manager dashboard.
How to switch to TaxCycle and DoxCycle
- Carry forward prior-year returns from your old tax software.
- Build a database of past-year tax returns.
- Set up options how you like them.
Tools to help you serve more clients
- Work with data across files for couples, families, small businesses, and associated corporations.
- Download notices of assessment through CRA Express NOA.
- ReFILE adjustments to T1 returns.
- Carry forward, carry back and refresh carryforwards.
- Track and report on return status in the Client Manager.
Help for faster, more accurate data entry
- Use pre-season checklists to help your clients pull together the right documents.
- Scan, import and extract data from source documents using DoxCycle.
- Download information from the CRA's Auto-fill my return.
- Corporate Link associated and related corporations in T2.
- SlipSync to import data from T4, T5 and T5018 slips into T1 and T3 returns.
- Create new trust and slip returns from data in T1 or T2 files.
Secrets to customizing TaxCycle for your practice
- Tweak TaxCycle for your screen size and space.
- Keep an eye on amounts using Data Monitors.
- Manage review messages to see only those you need.
- Set up Options Profiles to share settings.
Tips for saving time on each return
- How to jump quickly to the form and field you need.
- Transmit multiple types in one click—EFILE, T1135, Pre-Authorized Debit (PAD), etc.
- Transmit everything for a whole family at once.
Respond quickly to requests for information
- Turn any template or letter into an email in one click.
- Report from the Client Manager to target specific taxpayer situations.
- Extract supporting documents from DoxCycle PDFs to respond to CRA requests.
- Certificate for 7 CPD credits (professional development credits).
- Hard copy version of the 2017-18 TaxCycle User Guide.
