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Indexing Competitor Returns in the Client Manager

The latest TaxCycle release updates the Client Manager to only index competitor tax returns going back 3 years. Learn how to index older competitor tax returns.

Client Manager
TaxCycle 10.2.44806.0—Xero Integration

This release includes a preview of the integration with Xero® accounting software, new T2 AgriStability codes and new T3 worksheets.

release notes T2 T3 Client Manager xero
TaxCycle 10.2.44507.0—Client Manager Indexing Enhancements

This release includes a new field required by the CRA for the repayment of federal COVID-19 benefits, Client Manager indexing enhancements, the implementation of customers requests and resolved issues.

release notes T2 Client Manager COVID-19