taxcycle software and tax update seminar tour october 2013 for canadian tax professionals
TRANSCRIPT
Training and Tax Update
Oct/Nov Tour 2013
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
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)
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…
Well over 100 years of software
development experience serving tax
professionals.
T120132012
T2FromJan 2011
T4/T4A2013
T52013
T50182013
T120132012
We make software only for accountants and tax professionals.
For the coming tax season
Access multiple applications
and years from one program
Scan slips, EFILE returns and create PDF
client files, all with our integrated end-to-
end tax preparation experience.
Capture all your clients' source
document data in DoxCycle and use it
to prepare tax returns in TaxCycle.
TAX SOURCE
DOCUMENT
SCANNING AND
MANAGEMENT
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
Unlimited T1 personal
returns, unlimited EFILE
and backed by a 100%
accurate tax guarantee.*
T1
DOWNLOAD 2012
FREE TRIAL NOW!
TaxCycle's EFILE-first workflow speeds
preparation, increases accuracy and
streamlines tax return, slip and
electronic record submission.
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
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
Unlimited T2 returns and
unlimited electronic filing
(T2 Corporation Internet
Filing and AT1 Net File)
T2
FREE TRIAL COMING
LATER THIS FALL
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
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
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
Support
you can
count on
Your support requests are
answered in Canada by the
tax analysts and developers
who build our software.
“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
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
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.
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]