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Settings and options videos

Updated: 2018-01-25

These webinar recording videos will show you how to get your office setup with TaxCycle so you can properly configure your settings based on your preferences.

View our collection of settings and options videos in the playlist above by clicking on the following icon  YouTube-playlist-icon

Or, scroll down the page to browse our videos and jump to specific topics within each video.

Setting Options

Set up TaxCycle just the way you like it. Get an overview of the important options you should know about. Click a timestamp below to jump to a topic:

  • Where to enter firm contact information (3:29)
  • How to use your logo and signature image in letters (4:09)
  • Where to enter preparer information (6:01)
  • Where to set your EFILE number and password (8:19)
  • Controlling automatic updates (16:05)
  • Configuring review messages (33:15)
  • Setting up pricing (35:25)
  • Setting print options (37:39)

Date of broadcast: October 17, 2018
Presented by: Andrew Little

Options Profiles

Learn how to share TaxCycle settings across your office. Click a timestamp below to jump to a topic:

  • Setting up an Options Profile (2:16)
  • Emailing and sharing an Options Profile (10:32)
  • Installing an Options Profile (13:25)
  • Selecting an Options Profile on start-up (20:19)
  • Securing your Options Profile (23:04)
  • Backing up your Options Profile (28:39)

Date of broadcast: December 5, 2018
Presented by: Andrew Little

Magic folder options for client returns

Learn an easier way to configure the default folders for saving your client files.

Click a timestamp below to jump to a topic:

  • Use variables to create a default folder structure  (2:06)
  • Automatically create folders by client name, year, and more  (3:56)
  • Configure exceptions to allow for custom folder paths  (7:25)

Date of broadcast: Wednesday, October 4, 2017
Presented by: Andrew Little

Print and PDF

Learn how to print forms and returns as well as create PDFs from TaxCycle T1. You will learn about:

  • Single-form and Quick print (3:36)
  • Printer settings (6:54)
  • PDF settings (17:24)
  • Print to email (18:53)
  • Print a full tax return (28:38)
  • Print/PDF family (37:44)
  • Print sets (40:21)
  • Sharing print sets and printer settings (42:40)
  • Print set conditions (44:27)
  • Create a new print set (45:50)
  • Form selection (47:15)
  • Batch printing (54:25)

Date of broadcast: March 14, 2018
Presented by: Elizabeth Kohl

Billing and Invoicing

Learn how to use TaxCycle to invoice your clients. Click a timestamp below to jump to a topic:

  • Set invoicing options (3:26)
  • Export invoice to QuickBooks® (7:29)
  • Set pricing options and copy prices from year-to-year (9:15)
  • Complete the Billing worksheet (17:15)
  • Print or email and invoice to clients (27:04)
  • Track billing status in workflow (31:41)
  • Report on billing status in the Client Manager (34:09)

Date of broadcast: February 21, 2019
Presented by: Perry Giagos

Client Manager Part 1: Basics

Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:

  • Client Manager setup (2:57)
  • Indexing and folders (6:23)
  • Setting up an additional folder (15:17)
  • Basic searches (19:50)
  • Views and previews (22:44)
  • Opening and carrying forward files (26:36)

Date of broadcast: December 18, 2018
Presented by: Andrew Little

Template Editor Part 1: The Basics

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

  • Finding and opening built-in templates (3:08)
  • Adding your logo and signature (11:50)
  • Editing the letterhead (14:08)
  • NEW! Using salutation snippets (27:50)
  • Using nicknames in salutations (30:15)
  • Emailing templates (37:48)

Date of broadcast: December 11, 2018
Presented by: Elizabeth Kohl

Template Editor Part 2: Customizing Templates

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

  • Personalizing a letter for one client (1:14)
  • Creating a blank template (4:13)
  • Setting template properties (5:29)
  • Testing templates (11:55)
  • Copying a field code (12:59)
  • Inserting a date constant (14:36)
  • Finding field codes for EFILE status (16:45)
  • Formatting field codes: dates (20:25)
  • Finding field codes for workflow items (24:06)
  • Writing and using conditions (26:39)

Date of broadcast: December 12, 2018
Presented by: Elizabeth Kohl

Template Editor Part 3: Conditions and Questions

Take your client communications to the next level with this three-part webinar series.

Click a timestamp below to jump to a topic:

  • Answers to your questions (0:59)
  • Splitting out the CurrentClient context (7:46)
  • Discover the values for radio buttons or drop-downs (10:30)
  • Adding balance owing and refund (14:52)
  • Formatting currency (17:18)
  • Creating repeatable sections (21:24)
  • Inserting snippets (29:32)
  • Used and relevant conditions (33:42)

Date of broadcast: December 13, 2018
Presented by: Elizabeth Kohl