K2's Road to Excellence - Part 16
Integrating Excel with Word & PowerPoint and TaxCycle

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.

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Questions & Answers

Excel Questions
Answers
What happens to the links when you email a linked Word doc? 
The link information will remain in the file, however the Word file will not update when the Excel file updates. If you need the data to update then provide a link to the file in the email instead of the file itself.
TaxCycle Questions
Answers
Can TaxCycle import from accounting software or only Excel?
TaxCycle does not directly integrate with accounting software for the purposes of importing data, but if the software can produce CSV or Excel files that you can modify to get into the Export worksheet for a form in TaxCycle, you can import the information. Detailed instructions on what was shown in the webinar appear here: https://dev.taxcycle.com/Documentation/Preparing-returns/Import-data/Import-forms-from-Excel
 
TaxCycle can also import GIFI (General Index of Financial Information) files from Accounting for Practitioners (AFP), CaseWare®, QuickBooks® Desktop (using the CSV of a report, see below), QuickBooks® Online Accountant, CCH Engagement,  Sage® and
CSV files you create yourself in Excel. See this help topic for details: https://www.taxcycle.com/Documentation/Preparing-returns/Import-data/Import-GIFI