Navigation and Fast Find

Updated: 2020-03-04

Brush up on the basics in TaxCycle. Click a timestamp below to jump to a topic:

• Switching between spouse/partner (3:14)
• Adding a dependant (4:45)
• Maximizing screen space (5:23)
• Viewing windows side-by-side (7:22)
• Finding and opening forms from the Prepare sidebar (9:59)
• Searching for forms, fields, amounts in F4 Fast Find (17:24)
• Drilling down on fields (F6) for source data (20:24)
• Using the find in form function (21:54)
• Using slip navigation (23:35)
• Setting your own favourites (24:52)
• Setting default form tabs (27:14)
• Using the quick access toolbar (29:10)
• New! Using the form section navigator (33:27)

Date of broadcast: January 23, 2019
Presented by: Perry Giagos