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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.

   

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.

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

Presenter: Perry Giagos

Register today