Documentation

This page appears as part of our old documentation section which is slowly being retired and moved to www.taxcycle.com/documentation. Please use the search box below to search both new and old topics.

Category: 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: 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: 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.
Category: Getting started, Family returns, Workflow management

TaxCycle helps you keep track of the status of each return through a combination of an automatic history events and statuses you can manually set.

Category: Getting started

When you first open TaxCycle, you will see the Start screen. Here's a quick tour to get you started.

Category: Working with forms, Entering data, Carry forward
After carrying forward a tax return, you can bring in values from the prior-year to use for planning. 
Category: Getting started, Working with forms, Entering data, Carry forward

Use TaxCycle to create a tax return and mark it for planning or training purposes.

Category: Printing and emailing from DoxCycle

How to create a separate PDF from a single document in DoxCycle.

Category: Troubleshooting

How to use Windows Update to install the .NET 4.6 framework.

Category: Optimizations

The Optimizations worksheet in TaxCycle T2 allows you to control T2 optimizations, whether to optimize for minimizing or maximizing taxable income.

Category: Troubleshooting
Associating file extensions with Windows®
Category: Printing and emailing from DoxCycle

DoxCycle works with e-courier.ca to allow you to send documents securely from DoxCycle or easily bring documents into DoxCycle that are sent to you.

Category: Print and PDF

TaxCycle has partnered with e-courier.ca to offer you a secure method for sending electronic documents to your clients and colleagues.

Category: Getting started, Reference

TaxCycle auto-saves your changes in an open file every 60 seconds. This enables recovery of in-progress changes if TaxCycle quits unexpectedly.

Category: Getting started, Options
Published: Aug 24/15 The quick access toolbar is located at the top left of the TaxCycle screen. Use this toolbar to access the options and functions...
Category: Forms, Family returns
Adding a dependant to a family return differs from claiming amounts and credits for a dependant under 18 years of age.

Category: Print and PDF, Print and PDF

Printing a TaxCycle TP1 return makes use of the standard print functions in TaxCycle but adds a few extra print sets specific to TP1 returns.

Category: TP1 Forms, Getting Started in TP1

Report employment income for your Québec clients by entering RL1 and RL17 slip information into TaxCycle. But, this depends on the type of income reported.

 

Page 1 of 4First   Previous   [1]  2  3  4  Next   Last