KeyGlanceGuides for Canadian tax preparers
Short, specific answers about getting data into TaxCycle, Taxprep Desktop, ProFile, Taxprep Cloud and DT Max, and about the paperwork Auto-fill My Return cannot reach. Written from running the real programs, with the dates on the findings.
- ProFile: File → Import is greyed out on a T1Why is File > Import greyed out in ProFile, and what do I use instead?
- Importing a spreadsheet into TaxCycleHow do I import data into TaxCycle from Excel, and why is every row refused?
- Finding a TaxCycle field codeWhere do I get the field code for a TaxCycle field?
- Donation receipts print two amounts, and sometimes they are the same oneA donation receipt shows a gift amount and an eligible amount. Which goes on the return?
- The T5008 that does not print a cost baseThe cost base is blank on my client's T5008. Where do I get it?
- The T2125 lines that catch peopleWhich T2125 lines are most often filled in wrong?
- Rental records for a T776: what actually gets typedWhat does a preparer have to pull out of a client's rental paperwork?
- What Auto-fill My Return does not fillWhat is missing from Auto-fill My Return, and what is left to type?
- Medical expense receipts on a T1What has to come off each medical receipt, and why is there always so much of it?
- AI for accountants in Canada: where it helps a firm todayWhat can AI actually do for a Canadian accounting firm right now?
- AI tax software in Canada, sorted by the job it doesWhat AI tax software is there for Canadian accountants, and which kind do I need?
- Automating T1 data entry, from the shoebox to the tax softwareHow does an accounting firm automate T1 data entry?
- Outsourcing tax season data entry, or automating itShould my firm outsource tax season data entry or automate it?