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Video: Navigation basics

Updated: 2018-01-08

Navigation and Fast Find

Brush up on the basics in TaxCycle. Click a timestamp below to jump to a topic:

  • Switching between spouse/partner (3:14)
  • Adding a dependant (4:45)
  • Maximizing screen space (5:23)
  • Viewing windows side-by-side (7:22)
  • Finding and opening forms from the Prepare sidebar (9:59)
  • Searching for forms, fields, amounts in F4 Fast Find (17:24)
  • Drilling down on fields (F6) for source data (20:24)
  • Using the find in form function (21:54)
  • Using slip navigation (23:35)
  • Setting your own favourites (24:52)
  • Setting default form tabs (27:14)
  • Using the quick access toolbar (29:10)
  • New! Using the form section navigator (33:27)

Date of broadcast: January 23, 2019
Presented by: Perry Giagos