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Webinars

“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

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

Presenter: Andrew Little

Register today

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

Print and PDF

Learn how to print forms and returns as well as create PDFs from TaxCycle T1. You will learn about:

  • Single-form and Quick print
  • Printer settings
  • PDF settings
  • Print to email
  • Print a full tax return
  • Print/PDF family
  • Print sets
  • Sharing print sets and printer settings
  • Print set conditions
  • Create a new print set
  • Form selection
  • Batch printing

Answer the polls during the webinar to earn 1 verifiable CPD credit.

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Date and time: Thursday, December 12 at 11:00 a.m. MT

Presenter: Sarka Hojda

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Billing and Invoicing

Learn how to use TaxCycle to invoice your clients. You will learn how to:

  • Set invoicing options
  • Export invoice to QuickBooks®
  • Set pricing options and copy prices from year-to-year
  • Complete the Billing worksheet
  • Print or email and invoice to clients
  • Track billing status in workflow
  • Report on billing status in the Client Manager

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

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Date and time: Thursday, December 19 at 11:00 a.m. MT

Presenter: Perry Giagos

Register today