When requesting an electronic signature on the T1032, TaxCycle automatically sends the form to both the principal taxpayer and spouse/common-law partner. This can have unintended consequences.
TaxFolder T1032On April 8, 2024, we deployed an update to TaxFolder that resolves an issue discovered since the last release.
release notes TaxFolderLearn how to request e-signatures from clients without a first name from TaxCycle and TaxFolder.
TaxFolder e-signaturesWe understand why tax preparers want to see e-signature status in the list of returns in the Client Manager, but it would cause other problems.
TaxFolderOn March 14, 2024, we deployed an update to TaxFolder that includes the several improvements and fixes to customer-reported issues.
release notes TaxFolderTeam members and clients invited to TaxFolder are receiving a message advising that they are already connected to TaxFolder when clicking the link to connect from a browser already signed in to TaxCycle.
known issue TaxFolderTaxFolder creates duplicate engagements when an engagement is added from the Client List tab and the list is sorted alphabetically by first name.
known issue TaxFolderOn January 17, 2024, we deployed an update to TaxFolder that includes several improvements and fixes.
release notes TaxFolderWe learned that TaxFolder’s Client File uploads is rejecting supported file types if the file extension is not in lowercase.
known issue TaxFolderOn November 17, 2023, we deployed an update to TaxFolder that includes several improvements and fixes.
release notes TaxFolderOn September 19, 2023, we deployed an update to TaxFolder that includes several improvements and fixes to customer reported issues.
release notes TaxFolderTaxFolder’s third year was a big one! Armed with your feedback, we built even more value into TaxFolder.
Year in Review TaxFolderOn July 11, 2023 we deployed an update to TaxFolder that includes several fixes and improvements.
release notes TaxFolderOn May 24, 2023, we deployed an update to TaxFolder that includes several fixes and improvements.
release notes TaxFolderWe have received reports that the operation to batch complete engagements in TaxFolder is returning an invalid completed date.
known issue TaxFolderOn April 12, 2023, we deployed an update to TaxFolder that includes several fixes and improvements.
TaxFolder release notesOn March 29, 2023, we deployed an update to TaxFolder that fixes the download to ZIP file feature and improves the reliability of signature request document processing.
release notes TaxFolderWe have received reports that the option to download client files into ZIP folders in TaxFolder is currently not working.
known issue TaxFolderOn March 28, 2023, we deployed a TaxFolder update to mitigate the impact of the recent outages affecting both tax preparers and end users.
release notes TaxFolderWe have received reports that TaxFolder does not always trigger the completed signature/approval email and produce the signed/approved documents.
known issue TaxFolderOn March 11, 2023, we deployed an update to mitigate the impact of the recent outages affecting both tax preparers and end users.
release notes TaxFolderDue to unprecedented demand, TaxFolder is experiencing intermittent outages affecting both tax preparers and end users.
TaxFolder known issueYou may need to close your browser and sign in again in a new browser window to issue the session tokens with TaxFolder.
TaxFolderSome clients who were invited last year but never activated their account are struggling to get connected and sign in. Here's how you can help them.
TaxFolderOn February 28, 2023, we deployed an update to www.taxfolder.com to resolve the issue with intermittent outages.
TaxFolder release notesThe CRA has certified TaxCycle T1 for filing 2022 returns when EFILE systems open on Monday, February 20, 2023. This version also includes TaxFolder and DocuSign® requests from TaxCycle.
release notes T1 T3 EFILE TaxFolder UHT-2900 Underused Housing TaxOn February 11, 2023, we published a significant update to TaxFolder that upgrades the connection process for new users. It also expands the TaxFolder website and adds e-signatures in French.
release notes TaxFolderWith the latest TaxFolder release, we're excited to announce you can now offer electronic signatures and approvals to your clients entirely in French.
TaxFolderThis TaxCycle release contains enhancements to support the lastest TaxFolder update.
release notes TaxFolderExpanded document states. French notifications for clients. Language preference.
release notes TaxFolder