Updated: 2018-03-09

Family returns

Prepare returns for all family members in a single TaxCycle file. Learn how to:

  • Couple taxpayer and spouse returns (2:32)
  • Add dependant information to a file (15:27)
  • Create family returns with full dependant tax information (16:29)
  • Review and adjust optimizations (25:32)
  • Find family summary and family letters (36:50)
  • Transmit and print returns for a whole family (40:34)

Date of broadcast: March 8, 2018
Presented by: Annie Cadoret