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Seven Time-Saving Tax Preparation Tips in TaxCycle
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11/2/2017
When: Thursday, November 2, 2017
12:00 to 1:00 p.m. (PDT)
Where: On-Line
Canada
Contact: Anita Andriash
866-616-4722


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Seven Time-Saving Tax Preparation Tips in TaxCycle

Speaker:  Elizabeth Kohl, Director of Communications and User Experience

Elevate your tax preparation skills and save yourself up to a day a week next tax season by using the TaxCycle professional tax software suite. This webinar will show you how to:

  1. Scan and import slips into T1 returns
  2. Import data from Excel® into any form in TaxCycle
  3. Smart Copy/Paste business statements between partners
  4. Download client information from CRA Auto-fill my return
  5. Sync data automatically from T3, T4, T5 slips into a T1 return
  6. Apply Quick Fix solutions to respond to errors in returns
  7. File an entire family’s returns at once by Internet

Presenter's Bio:

Elizabeth began her career in professional tax software writing documentation and delivering training seminars for Intuit ProFile®. She then went on to lead instructional design for a national online-learning provider. Since 2012, Elizabeth champions clear, concise communication, and applies her design skills to make TaxCycle simple, usable and delightful for Canadian tax preparers. After hours, you'll find Elizabeth knitting, reading and exploring the city with her toddler. 

*Attending this webinar qualifies for one Professional Development Credit* 

 

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