Download - TaxCycle Software and Tax Update Seminar Tour October 2013 for Canadian Tax Professionals
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Training and Tax Update
Oct/Nov Tour 2013
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TODAY’S AGENDA
8:30 am Breakfast 9:00 am Welcome9:15 am TaxCycle Training10:15 am BREAK (15 mins)10:30 am Tax Update and Year-End Planning
Knowledge Bureau12:00 pm LUNCH (1 hr)12:15 pm (during lunch) Excel Tips for Tax Preparers
Alan Salmon1:15 pm TaxCycle Training 2:15 pm BREAK (15 mins)2:30 pm TaxCycle Training 3:25 pm Closing remarks
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1988-1999
2001-2006
Now
ProFile is a registered trademark of Intuit Inc. and/or its affiliates.
Cantax is a registered trademark of CCH Canadian Limited.
Marc Labrecque, a 17-year veteran
of the tax software industry.
BIO…
(Sci Com,
IFX, Taxprep)
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1985-1995
1995-2008
Now
ProFile is a registered trademark of Intuit Inc. and/or its affiliates.
Cantax is a registered trademark of CCH Canadian Limited.
Cameron Peters, CEO and Founder,
is a 29-year veteran of the tax
software industry and the original
creator of Cantax® and ProFile®.
A LITTLE BACKGROUND…
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Well over 100 years of software
development experience serving tax
professionals.
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T120132012
T2FromJan 2011
T4/T4A2013
T52013
T50182013
T120132012
We make software only for accountants and tax professionals.
For the coming tax season
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Access multiple applications
and years from one program
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Scan slips, EFILE returns and create PDF
client files, all with our integrated end-to-
end tax preparation experience.
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Capture all your clients' source
document data in DoxCycle and use it
to prepare tax returns in TaxCycle.
TAX SOURCE
DOCUMENT
SCANNING AND
MANAGEMENT
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DoxCycle
Automatic form
recognition &
categorization
DoxCycle and TaxCycle
1+1=3
Pull data from T4, T5,
T4A(P), T4A(OAS),
T4E, RC62, RC210
One PDF for all
your client tax
data and slip scans
Reduce time and
costs associate with
paper
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Unlimited T1 personal
returns, unlimited EFILE
and backed by a 100%
accurate tax guarantee.*
T1
DOWNLOAD 2012
FREE TRIAL NOW!
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TaxCycle's EFILE-first workflow speeds
preparation, increases accuracy and
streamlines tax return, slip and
electronic record submission.
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TaxCycle T1
Truly automatic
T1-ADJ
“No-Click” pension
splitting optimization
Spousal & family,
deceased, bankruptcy
returns
Easy navigation with
F4 Fast Find and our
Active Index
Tax planning and
summaries
Wide-screen, small screen
and multiple monitor support
Streamline your review
process with Quick Fix
and hover preview
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Manage all
client files and
returns in once
place.
Easy server set-up
to share database
over a network
Powerful search
helps you quickly
find what you
need
Client ManagerTRIAL COMING
LATER THIS FALL
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Unlimited T2 returns and
unlimited electronic filing
(T2 Corporation Internet
Filing and AT1 Net File)
T2
FREE TRIAL COMING
LATER THIS FALL
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TaxCycle T2
Easy GIFI import
and auto-complete
of GIFI codes
TaxConstants
Worksheet makes
budget changes easy
Faster data entry for
associated & related
corporations
Corporate Group Information (CGI)
worksheet means faster data entry
for associated/related corporations
Schedule 5 only
shows sections for
relevant jurisdictions
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Separate slip
modules offer
flexibility and
focus
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.
T120132012
T2FromJan 2011
T4/T4A2013
T52013
T50182013
T120132012
FREE TRIAL COMING
LATER THIS FALL
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TaxCycle T4/T4A, T5 & T5018
Individual options for
each slips moduleData entry and final
t-slip shown together
Default recipient type, additional
boxes, city and province on Info
form to speed slip creation
Normal and reduced EI
calculations in a single
T4 file
Copy recipient info
between T4 and T4A
slips
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Support
you can
count on
Your support requests are
answered in Canada by the
tax analysts and developers
who build our software.
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“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
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Industry’s first
payment plan!
Split your order
into 5 monthly
payments
Value-packed
combos &
Bundle discounts
on la carte
products
Early-bird pricing
until Dec. 15th
Great pricing for everyone
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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.
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www.TaxCycle.com
Visit usonline
• 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 [email protected]