1. Training and Tax Update
Oct/Nov Tour 2013

2. TODAY’S AGENDA
8:30 am
9:00 am
9:15 am
10:15 am
10:30 am
12:00 pm
12:15 pm
1:15 pm
2:15 pm
2:30 pm
3:25 pm
Breakfast
Welcome
TaxCycle Training
BREAK (15 mins)
Tax Update and Year-End Planning
Knowledge Bureau
LUNCH (1 hr)
(during lunch) Excel Tips for Tax Preparers
Alan Salmon
TaxCycle Training
BREAK (15 mins)
TaxCycle Training
Closing remarks

3. BIO…
1988-1999
(Sci Com,
IFX, Taxprep)
2001-2006
Now
Marc Labrecque, a 17-year veteran
of the tax software industry.
ProFile is a registered trademark of Intuit Inc. and/or its affiliates.
Cantax is a registered trademark of CCH Canadian Limited.

4. A LITTLE BACKGROUND…
1985-1995
1995-2008
Now
Cameron Peters, CEO and Founder,
is a 29-year veteran of the tax
software industry and the original
creator of Cantax® and ProFile®.
ProFile is a registered trademark of Intuit Inc. and/or its affiliates.
Cantax is a registered trademark of CCH Canadian Limited.

5. Well over 100 years of software
development experience serving tax
professionals.

6. T1
2013
2012
T1
2013
2012
T2
T4/T4A
From
2013
Jan 2011
For the coming tax season
We make software only for accountants and tax professionals.
T5
2013
T5018
2013

7. Access multiple applications
and years from one program

8. Scan slips, EFILE returns and create PDF
client files, all with our integrated end-toend tax preparation experience.

9. TAX SOURCE
DOCUMENT
SCANNING AND
MANAGEMENT
Capture all your clients' source
document data in DoxCycle and use it
to prepare tax returns in TaxCycle.

10. DoxCycle
Automatic form
recognition &
categorization
One PDF for all
your client tax
data and slip scans
Pull data from T4, T5,
T4A(P), T4A(OAS),
T4E, RC62, RC210
Reduce time and
costs associate with
paper
DoxCycle and TaxCycle
1+1=3

11. DOWNLOAD 2012
FREE TRIAL NOW!
T1
Unlimited T1 personal
returns, unlimited EFILE
and backed by a 100%
accurate tax guarantee.*

12. TaxCycle's EFILE-first workflow speeds
preparation, increases accuracy and
streamlines tax return, slip and
electronic record submission.

13. TaxCycle T1
Easy navigation with
F4 Fast Find and our
Active Index
“No-Click” pension
splitting optimization
Spousal & family,
deceased, bankruptcy
returns
Tax planning and
summaries
Truly automatic
T1-ADJ
Streamline your review
process with Quick Fix
and hover preview
Wide-screen, small screen
and multiple monitor support

14. Client Manager
Manage all
client files and
returns in once
place.
Easy server set-up
to share database
over a network
TRIAL COMING
LATER THIS FALL
Powerful search
helps you quickly
find what you
need

15. FREE TRIAL COMING
LATER THIS FALL
T2
Unlimited T2 returns and
unlimited electronic filing
(T2 Corporation Internet
Filing and AT1 Net File)

16. TaxCycle T2
Easy GIFI import
and auto-complete
of GIFI codes
Schedule 5 only
shows sections for
relevant jurisdictions
Faster data entry for
associated & related
corporations
TaxConstants
Worksheet makes
budget changes easy
Corporate Group Information (CGI)
worksheet means faster data entry
for associated/related corporations

17. FREE TRIAL COMING
LATER THIS FALL
T1
2013
2012
T1
2013
2012
T2
T4/T4A
From
2013
Jan 2011
You don't need a big library of
unrelated forms, so we sell each
slip type as a separate module:
T4/T4A, T5 and T5018.
T5
2013
T5018
2013
Separate slip
modules offer
flexibility and
focus

18. TaxCycle T4/T4A, T5 & T5018
Data entry and final
t-slip shown together
Individual options for
each slips module
Normal and reduced EI
calculations in a single
T4 file
Copy recipient info
between T4 and T4A
slips
Default recipient type, additional
boxes, city and province on Info
form to speed slip creation

19. Support
you can
count on
Your support requests are
answered in Canada by the
tax analysts and developers
who build our software.

20. “This product is a piece
of magic. Your support
is amazing. I love that you
listen/change/improve
every step of the way.”
Michael Woodlock, President
Tax Service Year Round Ltd

21. Great pricing for everyone
Value-packed
combos &
Bundle discounts
on la carte
products
Industry’s first
payment plan!
Split your order
into 5 monthly
payments
Early-bird pricing
until Dec. 15th

22. Great value for solo preparers
Save ~50% over
Intuit ProFile®
pricing for T1/T2
bundle
$750 vs. $1450
•
•
Compare VisualTax pricing: $778 for
T1/T2 and their TR forms package
Compare Cantax pricing: $737, although
with only 50 T1 returns and 3 T2
returns, and no T2 EFILE.

23. Visit us
online
www.TaxCycle.com
• Download a free trial
• Sign up for our newsletter to know
when new modules are ready
• Check out our pricing and 5-month
payment plan
1.888.841.3040
info@taxcycle.com