K2's Road to Excellence with Excel Part 10 and TaxCycle
Wednesday June 6, 2018 at 12:00pm ET

This is the tenth of sixteen sessions in Excel that will provide you with the information you need to become an Excel expert. In this session we turn our attention to PivotTables that are the most powerful feature of Excel, yet few accountants and bookkeepers use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. After this webinar you will be ready to begin using PivotTables to accomplish routine analysis and reporting.

Learning Objectives

  • Identify and define the six main elements of a PivotTable report
  • Create PivotTables that summarize large volumes of data
  • Drag-and-drop pivoting, group and ungrouping, and drilling down to underlying details


Excel Integration
with TaxCycle
Put your mastery of Excel to work in TaxCycle. Discover the integration between Excel and TaxCycle professional tax software.

Learning Objectives

Upon completing this session, you should be able to:
  • Import business statement information from Excel into TaxCycle T1;
  • Import GIFI information from Excel into a TaxCycle T2 corporate tax return;
  • Export reports from the TaxCycle Client Manager database.

Speaker: Elizabeth Kohl
Director of Communications and User Experience
Trilogy Software

In 2000, Elizabeth began her career in professional tax software writing documentation and delivering training seminars for Intuit ProFile. She then went on to lead instructional design for a national online-learning provider. Since 2012, Elizabeth champions clear, concise communication, and applies her design skills to make TaxCycle simple, usable and delightful for Canadian tax preparers. After hours, you'll find Elizabeth knitting, reading and exploring the city with her toddler.
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