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Options Profiles

Updated: 2020-09-29

Why Use Options Profile?

Options Profiles make it easy to:

  • Share settings with your entire office
  • Choose which settings to share
  • Lock down specific settings to prevent accidental changes
  • Easily copy settings to a different computer

Local Options

TaxCycle and DoxCycle use the same system to store your local options as for options profiles you share. You can import and export options using this Local options profile.

Screen Capture: Local Options

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. Click on Manage to expand the Options Profile section.
  3. Click on your Local options.
  4. Click View to see the files stored on your computer.
  5. Click Reset to revert to the default options installed with TaxCycle or DoxCycle. This requires you restart TaxCycle.
  6. Click Import to replace your local options with those in an Options Profile zip file.
  7. Click Export to create a full export of your options—great for moving to a new computer.

Choose an Options Profile on Start

  1. When you start TaxCycle, you can select an Options Profile at the top right of the TaxCycle Start Screen.
  2. TaxCycle will remember the last profile you used and load it automatically the next time.
  3. If you only see one item in the list, it is because you are using the Local (with your computer name) profile.
  4. Browse to load a profile from your computer or network.
  5. To select a profile when you start TaxCycle, check the option to Always prompt to select an Options Profile when starting TaxCycle.
  6. You can also choose the profile you want to use from the drop-down list at the top of the Options dialog box.

Screen Capture: Options Profile Menu

Create an Options Profile

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. Click on Manage to expand the Options Profile section.
  3. Click New, to create a new, blank profile
  4. Or, click once on your Local profile, then click Clone to use it as a starting point.
    Screen Capture: Clone an Options Profile
  5. Browse to the folder where you want to save the profile on your local computer or on the network. To share it on the network, enter a full network path. For example, \\mycomputer\sharedfolder.
  6. Click View files to see what is already in the folder you selected.
  7. Click Next.
    Screen Capture: Set the Path to an Options Profile
  8. Enter a name for the profile.
  9. Click Next.
    Screen Capture: Name an Options Profile
  10. Check boxes in the tree on the bottom left to include pages of options in the profile. This allows you to share only the options you want. Clear the boxes in the tree on the bottom left to exclude pages of options from the profile. Anyone using the shared profile can set Local options for those pages not in the profile. If you are pointing all computers in your office to the same Client Manager server, remember to select that server and share the page in the Options Profile. The workstation will connect to the Client Manager server provided by the Options Profile.
  11. Edit any options by selecting a page then changing the settings on the right.
  12. Click Next.
    Screen Capture: Select Pages for a Profile
  13. Optionally create an email so you can tell your team where to connect to the options—use full network path if you are sharing with others in the office.
  14. Click Create to complete the profile.
    Screen Capture: Create an Options Profile

Move data monitors, favourites and form tabs into Options Profiles

In early 2020, we made it possible to include configured data monitors, favourites and default form tabs in an Options Profile.

  1. To include those options in an existing Options Profile, go to the Common Folders page under the Files and Folders section. Scroll to Data monitors and favourites section, then click on the link to Move data monitors, favourites and tab settings to Options Profile.
    Screen Capture: Select Options Pages
    • Clicking this link moves the files to the Options Profile zip file that is currently active.
    • Clicking this link will also move the files in the Local options zip file if that is currently active.
    • It also renames these files to match the format of other settings in the zip file.
    • To include these settings in a different Options Profile, make that profile active by changing profiles on the Start screen or at the top of the Options window and then repeat the process by clicking the link again.
    • You can opt to delete the old local files at the same time as moving them. However, if you have several Options Profiles, we recommend leaving them there until you have moved them into all the profiles.
  2. New pages for Data Monitors, Favourites and Tabs now also appear under module options. Select these pages when creating an Options Profile to include the settings in the profile.
    Screen Capture: Select Options Pages

Note that if you do not include these settings in an Options Profile, TaxCycle will continue to use the local settings that it did before.

Modify Options Within a Profile

  1. In the sidebar, any pages in the Options Profile, have a white background.
  2. Options stored locally have a green background.
  3. To edit options on a page, click the page on the left then change the settings on the right.
  4. A yellow message tells you that options on the page come from a profile. Click the Make link to unlock the options below.
    Screen Capture: Edit Pages in an Options Profile
  5. A green message reminds you which Options Profile you are editing. Click the Cancel link to stop changing the Options Profile.
    Screen Capture: Cancel Editing Options Profile

Share an Options Profile

If you want all staff to use the same Options Profile, each person will still be able to choose their Local profile from the Start Screen or the Options dialog box. To prevent this, set an options password on each person’s computer to prevent them from opening options.

  1. Create a new Options Profile and save it in a folder on your computer or network server. (You do not need to install TaxCycle to create the Options Profile on the server; save the zip file on another computer and copy it to the server.)
  2. Use a full network path to the profile, so others can also access the folder. For example, \\mycomputer\sharedfolder.
  3. If the folder is on your computer, make sure you share the folder using Windows® permissions so that others can see it. An easy way to do this is to click the Share link above the path. TaxCycle respects the Windows® permissions set on the folder you share. If only your Windows® user account can make changes to the folder, other computers will be able to read the options but not change them.
  4. Hover near the profile name and click the Email icon to send the profile to others in your office. When they receive the email, they can click on the link, then drag and drop the zip file onto their options screen to load it.

Screen Capture: Email an Options Profile

Load an Options Profile

After someone else shares an Options Profile on your network, or if you copy an options profile to a different folder on your computer, you must load it into your options before you can use it:

  1. Open Options, then click Browse at the top of the window. Browse to the profile on the network, select the zip file and click Open.
  2. The profile appears in the drop-down menu.
  3. If you load an Options Profile that is on your network, but it only contains some options, TaxCycle will look at your Local options to fill in the rest. For example, someone can configure office-wide settings for print sets and transmission credentials, but can leave return preparation preferences up to the user.
  4. Options pages stored locally will have a green background in the sidebar.

Screen Capture: Browse to Load an Options Profile

Sort the List of Options Profiles

  1. The Options Profile that is at the top of the list appears first in the drop-down list on the Start screen and the Options dialog box.
  2. Change the order in the list by dragging the profiles to a new place.
  3. Regardless of the order, TaxCycle remembers the last profile you selected and uses it the next time you open TaxCycle.

Screen Capture: Change the Order of Options Profiles

Export an Options Profile

When you get a new computer, export the options from the old computer to move them to the new computer. Or, if you run a desktop computer and laptop computer, configure options on one, export and import them to the other.

Screen Capture: Export Options Profile

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. Click Manage to expand the Options Profile section.
  3. Click on a profile.
  4. On the right side, click Export.
  5. Save the file to a shared location on your network. If you don’t work in a network environment, save the file to an external media storage device (USB key) or cloud storage.

Import an Options Profile

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. Drag the zip file onto the Options dialog box. This creates a separate profile in the list.
  3. To replace the contents of an existing profile, click on a profile, then click click Import.

Screen Capture: Import Options Profile

Reload an Options Profile

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. Click on Manage to expand the Options Profile section.
  3. Select a profile from the list.
  4. Click on Reload to refresh the options from the zip file.

Screen Capture: Reload Options Profile

Remove or Delete an Options Profile

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. Click on Manage to expand the Options Profile section.
  3. Select a profile from the list.
  4. Click Remove to remove the link to the profile and retain the zip file in the folder.
  5. Click Delete to remove the link to the profile and delete the zip file in the folder.

Screen Capture: Remove Options Profile

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