News > TaxCycle Basics: Navigation webinar recording

TaxCycle Basics: Navigation webinar recording

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. That's something every tax preparer needs more of. Watch our recent webinar to learn more.

It's also a great time to buy TaxCycle for your practice. Scroll down to find out more about our summer sale.


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

Watch video recording now

Presented by Elizabeth Kohl

Date of broadcast: Wednesday, June 21, 2017


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