K2's Road to Excellence - Part 16
Integrating Excel with Word & PowerPoint and TaxCycle
Tuesday October 29, 2019 at 12.00pm ET

Excel is the accountants' tool of choice for analyzing data, but their analyses often find their way into formal reports and presentations. Most accountants and business professionals use simple cut-and-paste processes or rekey their analyses to integrate them into Word and PowerPoint; however, these Microsoft Office products offer a full range of options for integrating data among and between them.

This session contains all of the tips, tricks, and techniques necessary to ease the process of integrating Excel with Word and PowerPoint.

Major Topics

  • Embedding Objects in Office Applications
  • Pasting Excel into Word
  • Linking Cells into Word
  • Pasting Excel Charts into Word or PowerPoint


Excel Import into TaxCycle
Put your mastery of Excel to work with TaxCycle. Speed up your tax return preparation with Excel import into TaxCycle files.

Learning Objectives

Upon completing this session, you should be able to:
  • Generate from TaxCycle a custom Excel template for any form
  • Import a T2125 business statement from Excel into TaxCycle T1
  • Import T4 slips from Excel into TaxCycle T4

Speaker: Elizabeth Kohl
Director of Communications and User Experience
Trilogy Software
Veteran presenter of tricky topics for TaxCycle webinars and author of the TaxCycle online documentation, Elizabeth delights in helping preparers make the most of TaxCycle.
Earn verified PD credits - Attendees must answer at least 75% of poll questions during the live webinar to earn 1 verified PD credit. Attendees who do not answer at least 75% of poll questions during the live webinar earn 1 non-verifiable PD credit.

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