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How to Start Using TaxCycle

TaxCycle is designed to be intuitive, but we've laid out the essential steps below to get you from installation to your first completed return quickly and confidently.

Initial Configuration

Install your software and tailor it for your firm and clients.

Key Actions:

  •   Download, install and activate.
  •   Configure firm settings and client management.
  •   Create and carry forward files.
Start configuration  

Preparing Your First Return

Discover the workflow and tools for efficient tax preparation.

Key Actions:

  •   Import and enter data.
  •   Optimize and review.
  •   File returns and track status.
Prepare a return  

TaxFolder Start Guide

Connect TaxFolder to request electronic signatures and share files with your clients.

Key Actions:

  •   Set up your TaxFolder firm.
  •   Send signature requests.
  •   Share documents with clients.
Connect to TaxFolder  

Ongoing Support and Resources

Once you're set up, TaxCycle is here to support you throughout the year.

More in the Help Centre