Documentation

A new section for TaxCycle Suite documentation is under construction. During the transition, new and updated topics will appear there, while existing topics will remain under this section. As topics move over, the old pages will be redirected. The search box in the menu above, as well as on the new documentation page, search both sets of pages.

Category: Family returns

Family returns allow you to prepare full tax returns for the taxpayer, spouse and any number dependants in a single TaxCycle T1 file.

Category: GIFI, GIFI

TaxCycle T2 can import GIFI from files exported from Accounting for Professionals (AFP), CaseWare®, QuickBooks®, Sage® and even Excel CSV files.

Category: Print and PDF

Press Ctrl+Shift+P to print a single form. Or, Ctrl+Alt+P to quick print a form without opening the print dialog box.

Category: Options, Security

You can add a password any TaxCycle file so that it can only be seen or opened by someone with the password

Category: Client Manager, Import/Export

You can export Client Manager data to Microsoft Excel® for further analysis or to use in a mail merge with Word® .

Category: Entering data, Forms, Import/Export
Published: October 28, 2016 Corporate linking shares information between associated/related corporations. The data sharing is live when both files ...
Category: Reviewing returns, Options, Security

When you open a file that has the Completed status checked for all returns in the file—taxpayer, spouse, dependant(s)—TaxCycle gives you the option to lock the file. 

Category: Forms, Reviewing returns
Published: October 6, 2016 Bulletins appear when you need to do something important like create a T1-ADJ, when a file is in use, or to upgrade...
Category: Options, T1 EFILE, EFILE (electronic filing), T1013 authorization, T2 Corporation Internet Filing, Alberta AT1 Net File, Batch actions, T1135 EFILE, NetFile Québec, T1135 EFILE
Published: October 6, 2016 Each year, government authorities add more electronic filing types. To save you time, you can transmit more than one typ...
Category: T1 EFILE, Family returns, EFILE (electronic filing), T1013 authorization, Batch actions, T1135 EFILE
Published: October 6, 2016 The Transmit sidebar only transmits returns and requests for the current taxpayer. You can also transmit returns and for...
Category: Entering data, Forms
Published: October 6, 2016 Use Smart Copy/Paste to share information on a form between two files. For example, to copy the Corporate Group Informat...
Category: DoxCycle Help, DoxCycle's review tools
Use stamps to add annotations to files. DoxCycle includes default stamps such as Concact Client, Calculation Required, Examine Prior Year and so on. Y...
Category: Forms, Family returns

Use the Dep and DepEx worksheets to enter dependant information and expenses and have it flow to the related schedules of the tax return. The DepCredSum worksheet provides a list of all dependant credits claimed in the return.

Category: Getting started, TP1 Forms, TP1 Options, Getting Started in TP1

How to unlock and open TP1 forms and calculations.

Category: T1 EFILE, EFILE (electronic filing)
Published: July 25, 2016 On July 25, 2016, the Canada Revenue Agency (CRA) launched the Pre-Authorized Debit (PAD) web service as a pilot proje...
Category: Getting started, Options

A few options to let you display as many or as few years as you wish on the Start screen. On a large screen, you can show everything. On a small screen, you can hide what you don't need. Let's look at TaxCycle T1 as an example...

Category: Options
You can set up TaxCycle to help you tell the difference between current-year and prior-year T1 returns when they are open together on screen. 
Category: Getting started, Options, Network and Sharing

TaxCycle Options Profiles make it easy to share settings with your entire office, choose which settings to share and easily copy settings to other computers.

Category: Options

For each tax return type or module, you can set options for new files that are created or carried forward, this includes configuring the format for file names and defaulting certain data on forms within each new file.

Category: Getting started, Options, TP1 Options
When you save a file for the first time, the File Information appears by default. Learn how to turn this on or off, set default file names and folders.
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