“Magic” folders for client returns

New in TaxCycle this year: an easier way to configure the default folders for saving your client files.

See this new feature in action and learn how to:

  • Use variables to create a default folder structure
  • Automatically create folders by client name, year, and more
  • Configure exceptions to allow for custom folder paths
  • Convert your prior-year settings


Date and time: Wednesday, October 4 at 11:00

Presenter: Andrew Little

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Looking to catch up on past webinar recordings? Visit our TaxCycle webinar recordings page.


Navigation and Fast Find

Brush up on the basics in TaxCycle. Learn how to:

  • Switching between spouse/partner
  • Adding a dependant
  • Maximizing screen space
  • Viewing windows side-by-side
  • Finding and opening forms from the Prepare sidebar
  • Searching for forms, fields, amounts in F4 Fast Find
  • Drilling down on fields (F6) for source data
  • Using the find in form function
  • Using slip navigation
  • Setting your own favourites
  • Setting default form tabs
  • Using the quick access toolbar
  • Using the form section navigator

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.


Date and time: Thursday, January 30 at 11:00 a.m. MT

Presenter: Perry Giagos

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