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TaxCycle Suite
TaxCycle T1
TaxCycle T1 pour comptables
DoxCycle
TaxCycle TP1
TaxCycle TP1 for Accountants
TaxCycle TP1 pour comptables
TaxCycle T2/CO-17
TaxCycle T3
TaxCycle T4/T4A, T5, T5018 and NR4
TaxCycle T3010
TaxCycle T5013
TaxCycle Forms
Client Manager
Template Editor
System Requirements
Choosing a scanner
Developer API
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Pricing
2017/18 Pricing
Current Offers
Events
TaxCycle Suite Tour
Webinars
Webinar recordings
Documentation
Welcome
Release Notes
User Guide
Big - User Guide PDF [26 MB]
Small - User Guide PDF [16 MB]
Keyboard shortcuts
TaxCycle keyboard shortcuts
DoxCycle keyboard shortcuts
Video Tutorials
Intro to TaxCycle
Preparation
Filing
Setup
Intro to TaxCycle T2
Webinar recordings
Installation
Download and install
Activate a license
Automatic updates
Settings and options
Options password
Organization options
Preparer and firm
Signature and logo
Authorization form options (T1013, RC59, MR69)
New file defaults
Default folders
Default values
File name format
Transmission options
Edit options
Review options
Variance options
Price and invoice options
Slips options
DoxCycle options
Folder and file name options
Print/PDF options
French language settings
Carry forward
Carry forward returns
DT Max® carryforward
Carry forward and link to DoxCycle
Carry forward and plan
Refresh a carryforward
Carry back to a prior year
Batch carryforward
Client Manager
Video: Client Manager intro
Client Manager setup
First-time Client Manager setup
Connect to a Client Manager
Stand-alone Client Manager
Set up a Client Manager server
Run as a network user
Indexing and monitored folders
Client Manager options
Client Manager window
Client Manager searches
Search
Custom filters
Quick Searches
Client Manager views
Views
Column layouts
Export to Excel
Batch operations
Batch carryforward conversion
Batch transmission (EFILE)
Batch print or PDF
Batch print mailing labels
Batch calculate
Preparing returns
Main TaxCycle window
Prepare sidebar
Favourites bar
Form tabs
Fast Find (F4)
Forms and fields
Form icons and field text colours
Auto-complete text
Field overrides
Jump links and drill down (F6)
Slips and multi-copy forms
Find in form
Fast Switch (Ctrl+Tab)
Import data
Import forms from Excel
Import slips from Excel
Import GIFI
Download from Auto-fill my return (AFR)
Smart Copy/Paste
DoxCycle
DoxCycle Start screen
Create a DoxCycle PDF
Linking
Link DoxCycle and TaxCycle files
DoxCycle options
Save, folder and file options in DoxCycle
Review tools
Review messages
Review marks
Data monitors
Work with data monitors
Share data monitors
Data monitor expressions
Memos
Tape (calculator)
Timer
Snapshots and variance
Electronic services
Auto-fill my return (AFR)
Express NOA
Electronic filing (EFILE)
T1013 form and electronic filing
T183 form
T1 EFILE
ReFILE and T1-ADJ
TP1 NetFile Québec
T1135 EFILE
Pre-authorized debit (PAD)
Transmit family
Transmit multiple
Batch transmissions
Internet file transfer (XML)
Print, PDF and email
Print/PDF options
Print/PDF a single form
Print/PDF a tax return
Print/PDF slips
Batch print/PDF
Batch print labels
Workflow tools
Mark a return as "Will not be filed"
T1 personal tax
Forms and worksheets
T1 Info worksheet
T1 Engagement worksheet
Child care expenses (T778)
Disability amount (T2201)
Donations
Fitness and art amounts
T1 Optimizations
RC62 (UCCB statement)
Sale of principal residence (S3)
Tuition (S11, T2202A, TL11)
CCA and Assets
Billing and invoicing
Export invoices to QuickBooks®
Couples, families and dependants
Couple/uncouple spouses
Dependant and family returns
Dependant tax credits (Dep, DepEx, DepCredSum)
Québec TP1
Start a TP1 return
TP1000 authorization form
TP1008 Consent to online notices
MR-69 authorization form
T2 corporate tax
Create a T2 tax return
General Index of Financial Information (GIFI)
Enter GIFI codes
GIFI import
Corporate Linking
T2 forms and worksheets
S9, S23, and CGI worksheet
TaxConstants worksheet
Schedule 8 CCA and Assets
CDA worksheets and the T2054
T2 AgriStability and AgriInvest forms
Request a T2 WAC
T2 Corporation Internet Filing
Alberta AT1 Net File
CO-17 Online Filing
CO-17 Paper Filing
Amending a T2 or AT1 return
T3 trust tax
T3 beneficiaries and allocation
NR4 slips for non-resident trust beneficiaries
File T3 returns and T3/NR4 slips
Print/PDF T3 returns and T3/NR4 slips
Slips (T4, T4A, T5, T5018, NR4)
Video: Preparing slips returns
Create or carry forward a slips return
Import slips
Find and navigate individual slips
Prepare T4 and T4A slips
T4/T4A Info worksheet
Enter T4 or T4A slip data
T4 adjustments to CPP, EI and PPIP
T4 reduced EI
Québec RL-1 and RL-2 relevés
Prepare T5 slips
T5 Info worksheet
Enter T5 slip data
Request missing slip information
Slips summary
Print/PDF slips
SlipSync
Slip options
Forms module
Templates
Template Editor
Video: Template Editor
Personalize a letter
Template files and folders
Multi-year templates and roll forward
Types
Snippets: letterhead and closing
Email templates
Label templates
T7DR(A) remittance form
Formatting
Text formatting
Page breaks
Find and replace ("we" to "I")
Code
Field codes
Conditions
Repeatable sections
Code reference
Sample code: T1DD direct deposit
Sample code: Tuition transfer from a dependant
Security
Data locking
Password protection
Bitdefender
Support
Support Request
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Download
Download auto-update files
Competitor Carry Forwards
Online Community
Release Schedule
Remote Help
Blog
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