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News > TaxCycle version 6.0.30420.0—Faster Client Manager searches, new Excel® exports, password protection and T1/T2 automatic file locking

TaxCycle version 6.0.30420.0—Faster Client Manager searches, new Excel® exports, password protection and T1/T2 automatic file locking


This release is about great system improvements. You'll find a faster Client Manager, improved Excel® exports, password protection, automatic file locking in TaxCycle T1 and T2, and an enhanced first-time user experience.

This version is available as part of the automatic update release version 6.0.30482.0.

Who should install this release?

  • This release contains significant speed improvements to the Client Manager server. Anyone who installed the prior version should also install this release to keep their software up-to-date. We recommend installing the server side first, before  connecting the client's.
  • If you tried the Client Manager in the past but were concerned about slowness and so did not implement it in your office, we suggest installing this release to see if it resolves the issues for you.

Release highlights

  • Faster searching in the Client Manager
  • Export contact information from the Client Manager to Excel®
  • Simplified first-time Client Manager setup
  • Change to how extensions are discovered
  • Corporate linking enhancements
  • Password-protect TaxCycle files
  • Automatic file locking for T1 and T2 files
  • Sample TaxCycle T1 return

Faster searching in the Client Manager

Searching in the Client Manager is now much faster. Our software test team has benchmarked these performance improvements using a database with more than 10,000 files.

  • A full list search is now approximately 50% faster than in prior versions.
  • Specific searches, such as taxpayers' name, phone number, SIN, email adress or postal code, are up to 75% faster.

And, these faster searches have also reduced the load on the service itself.  Note: The Client Manager performance gains are generally on the server side. In order to see these gains, we recommend you update the server first.

Check out just how fast in this video: 

Export contact information from the Client Manager to Excel®

We've adjusted the options for exporting to Excel® from the Client Manager. If you are in the List Returns view, click on the Excel® icon at the top right to get to the following export options.

  • Export to an Excel® Workbook—Export exactly what you see on screen, the columns and rows in the current view.
  • Export to a detailed Excel® Workbook—Export exactly what you see on screen, plus additional information you can't see about the file status, invoice and taxpayers.
  • NEW! Export Contact Information to an Excel® Workbook—Export the contact information for the list of clients you see on screen. This includes mailing address, email address and phone information along with names and family information. It's great for creating a mail merge in Word. 
  • Full Data Export—This exports all the database information to a CSV file. Note that this is the information stored in the database index and not the information in the TaxCycle files themselves.

Simplified first-time Client Manager setup

To help new users get started with TaxCycle and the Client Manager, we've simplified the Start Screen and Client Manager setup when you first run TaxCycle. Previously, the first time you ran TaxCycle, you would see the Client Manager setup directly on the Start Screen. Now, the search bar and the Quick Searches sidebar appear even if you haven't configured the Client Manager yet. 

  1. If you try searching, it shows any servers in your office available for connection.
  2. Below that, it gives you the option to create a server on your own machine or disable the Client Manager altogether. 
  3. If you click on the Quick Searches sidebar, you will see the option to connect to a server now or do it later.

Setup the client manager for the first time

Corporate linking enhancements

Based on customer feedback, we've improved corporate linking since the last release. On the CGI worksheet, corporate linking is expanded to include the following sections and information:

  • Schedule 23 column 7: Taxable capital employed in Canada
  • Schedules 49: SRED expenditure limit allocation
  • Schedules 566, 568 for Ontario 
  • Account number, AT1 Schedule 9 for Alberta

For the moment, this requires that you always close the source corporation file last to make sure the latest data is saved in the CGILink file. In the longer term, we will work toward updating the CGILink file no matter which corporation is closed last.

Change to how extensions are discovered

For our Extension authors, we’ve made a change to how extensions are discovered by TaxCycle on start-up. Your extension file name now must start with Extension. For example Extension.CustomReviewMessages.dll.  

Password-protect TaxCycle files

You can now password protect any TaxCycle file.

To enable password protection:

  1. Go to Options.
  2. On the left side of the dialog box, click on Files and folders.
  3. On the right side, scroll down.
  4. Check the box next to Allow Passwords.
  5. Click OK.

Add and remove a password from the Protect menuTo set a password:

  1. Open a tax return.
  2. Go to the Protect menu.
  3. Click Add or change password
  4. Enter a password.
  5. Enter it a second time to confirm.
  6. Click OK to set the password.
  7. After adding a password, click Add or change password to update the password.
  8. Click Remove password delete the password from the file.

Take special note of the following restrictions when you add a password to a file.

  • Password-protected files are NOT indexed by the Client Manager. When the Client Manager finds a password-protected file, it removes it from the database.
  • If you forget the password, it can never be retrieved—even by us! The file becomes inaccessible.
  • You will be asked for the password EVERY time you open the file. There is no way to save or store the password for future use.

Automatic file locking for T1 and T2 files

You can now configure TaxCycle to automatically lock the data for T1 and T2 files. Before this version, TaxCycle would only suggest you lock T1 files upon completion (electronic filing of all taxpayers complete, or the Complete status checked for all taxpayers in the file). Now it will also suggest locking T2 files.

If you prefer that it automatically locks completed files, enable a new setting in Options.

  1. Go to Options.
  2. On the left side of the dialog box, scroll down and expand either the T1/TP1 or T2 section.
  3. Click on General under either of these sections.
  4. On the right side, check Automatically lock files when they are completed.
  5. Click OK.

Note that if a file has ever been manually locked and unlocked, TaxCycle will not automatically lock the file. It will only automatically lock files that have been completed but never manually locked or unlocked previously

T1 option for automatically data locking files when complete

Hide SIN and BN from header when printing

A new Printer/Output setting allows you to hide Social Insurance Numbers (SIN) or Business Numbers (BN) in the form header when printing to paper or creating a PDF.

In the Printer/Output settings box (either when you set up a print set or when you are printing from the sidebar or with single-form print), select an option from the SIN/BN menu:

  • Plain text (required for CRA copies)—This displays the SIN/BN in the header of printed and PDF copies.
  • Hide for security—Removes the SIN or BN from the header.
  • Mask first 6 digits for security—Replaces the first six digits of the SIN or BN with asterisks. For example: ******336

Print settings, hide SN/BN

Sample TaxCycle T1 file

Find the sample T1 return on the Start screenThe TaxCycle Start Screen now shows a link to open a Sample 2016 T1 return to make it easier for new and trial customers to experiment with TaxCycle. This file has family, dependant and business statement data. Use it to familiarize yourself with the great features of TaxCycle.

It only appears when there are fewer than 5 files in your recent files list. So, once you are busy preparing returns, it won't get in your way.

To view the sample file.

  1. Go to the TaxCycle Start Screen.
  2. Click on T1 (if you aren't already there).
  3. Click on Sample 2016 T1 return to open the file.
  4. If you save the file, it will not overwrite the original file, but will save it to your default folder location. 

How to get this update

This version is available as part of the automatic update release version 6.0.30482.0.

Who should install this release?

  • This release contains significant speed improvements to the Client Manager. Anyone who installed the prior version should also install this release to keep their software up-to-date.
  • If you tried the Client Manager in the past but were concerned about slowness and so did not implement it in your office, we suggest installing this release to see if it resolves the issues for you.

 

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