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 info@taxcycle.com