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Video: Navigation basics

Updated: 2018-01-08

Whether you're new to TaxCycle or have been using it for years, knowing how to find forms and navigate between fields quickly will save you time. Watch our recent webinar to learn more.

 
Get started in TaxCycle. Click on a timestamp below to jump to a topic:

  • Switch taxpayers (F5)—1:52
  • Zoom forms—5:59
  • Prepare sidebar (F7)—10:33
  • Fast Find (F4)—16:15
  • Fast Switch (Ctrl+Tab)—19:12
  • Drill down to source (F6)—21:34
  • Search text on forms (Ctrl+F)—23:53
  • Slips navigation—25:15
  • Favourites bar—26:55
  • Default tabs—30:03
  • Quick Access menu—34:29
  • Related options—36:09

Presented by Elizabeth Kohl
Date of broadcast: Wednesday, June 21, 2017