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Pre-Season Planning Tip: Manage Your TaxFolder Client List

A simple task to free up space for new clients.

TaxFolder
Jocelyne
2025-09-15
TaxFolder Tip: Signatures on Pension Splitting Form T1032

When requesting an electronic signature on the T1032, TaxCycle automatically sends the form to both the principal taxpayer and spouse/common-law partner. This can have unintended consequences.

TaxFolder T1032
Jocelyne
2025-04-07
Known Issue: TaxFolder Reminders Incorrectly Triggered for Voided Documents

TaxFolder is incorrectly sending reminder notifications for documents that have been marked as "Voided."

known issue TaxFolder
Jocelyne
2025-04-01
TaxFolder: Troubleshooting SMS Delivery

If you or your clients are not receiving the verification SMS from TaxFolder, it is possible that the mobile device is blocking text messages from unknown numbers.

TaxFolder 2FA
Jocelyne
2025-03-14
TaxFolder Update (March 13, 2025)

On March 13, 2025, we deployed an update to TaxFolder that included some improvements and fixes for issues discovered since the last release.

release notes TaxFolder
Jocelyne
2025-03-13
TaxFolder Update (December 19, 2024)

On December 19, 2024, we deployed an update to TaxFolder that resolved issues discovered since the last release.

release notes TaxFolder
Jocelyne
2024-12-20
TaxFolder Update (December 4, 2024)

On December 4, 2024, we deployed an update to TaxFolder that included some improvements and fixes.

release notes TaxFolder
Jocelyne
2024-12-05
TaxFolder Update (September 18, 2024)

On September 18, 2024, we deployed an update to TaxFolder that resolves issues discovered since the last release.

release notes TaxFolder
Riyam
2024-09-18
RESOLVED: Incorrect Signature Placement in TaxFolder

When creating a new signature or approval request in TaxFolder, the signature and date fields are not positioned correctly when dragged onto the document.

known issue TaxFolder
Riyam
2024-09-04
RESOLVED: TaxFolder Buttons Do Not Appear after Chrome Update

The Reassign and Complete buttons on the In Progress tab in TaxFolder do not appear after the latest Google Chrome update.

known issue TaxFolder
Riyam
2024-08-08
TaxFolder Update (July 2, 2024)

On July 2, 2024, we published an update to TaxFolder that includes several improvements and fixes.

release notes TaxFolder
Riyam
2024-07-03
TaxFolder Update (April 8, 2024)

On April 8, 2024, we deployed an update to TaxFolder that resolves an issue discovered since the last release.

release notes TaxFolder
Jocelyne
2024-04-09
Request E-signatures From Clients Without a First Name

Learn how to request e-signatures from clients without a first name from TaxCycle and TaxFolder.

TaxFolder e-signatures
Riyam
2024-04-05
Why Doesn't TaxFolder E-signature Status Show in Client Manager?

We understand why tax preparers want to see e-signature status in the list of returns in the Client Manager, but it would cause other problems.

TaxFolder
Jocelyne
2024-04-04
TaxFolder Update (March 14, 2024)

On March 14, 2024, we deployed an update to TaxFolder that includes the several improvements and fixes to customer-reported issues.

release notes TaxFolder
Jocelyne
2024-03-15
RESOLVED: TaxFolder Connect a Client or Team Member Error

Team members and clients invited to TaxFolder are receiving a message advising that they are already connected to TaxFolder when clicking the link to connect from a browser already signed in to TaxCycle.

known issue TaxFolder
Riyam
2024-01-25
RESOLVED: TaxFolder Creates Duplicate Engagements when Sorting by First Name

TaxFolder creates duplicate engagements when an engagement is added from the Client List tab and the list is sorted alphabetically by first name.

known issue TaxFolder
Riyam
2024-01-23
TaxFolder Update (January 17, 2024)

On January 17, 2024, we deployed an update to TaxFolder that includes several improvements and fixes.

release notes TaxFolder
Riyam
2024-01-18
RESOLVED: TaxFolder Client File Upload Requires Lowercase Extension

We learned that TaxFolder’s Client File uploads is rejecting supported file types if the file extension is not in lowercase.

known issue TaxFolder
Riyam
2023-12-15
TaxFolder Update (November 17, 2023)

On November 17, 2023, we deployed an update to TaxFolder that includes several improvements and fixes.

release notes TaxFolder
Riyam
2023-11-20
TaxFolder Update (September 19, 2023)

On September 19, 2023, we deployed an update to TaxFolder that includes several improvements and fixes to customer reported issues.

release notes TaxFolder
Riyam
2023-09-20
TaxFolder’s Third Year: Technology Upgrades and French Language Support

TaxFolder’s third year was a big one! Armed with your feedback, we built even more value into TaxFolder.

Year in Review TaxFolder
Jocelyne
2023-08-22
TaxFolder Update (July 11, 2023)

On July 11, 2023 we deployed an update to TaxFolder that includes several fixes and improvements.

release notes TaxFolder
Riyam
2023-07-12
TaxFolder Update (May 24, 2023)

On May 24, 2023, we deployed an update to TaxFolder that includes several fixes and improvements.

release notes TaxFolder
Riyam
2023-05-24
RESOLVED: TaxFolder Returning Invalid Date for Batch Completed Engagements

We have received reports that the operation to batch complete engagements in TaxFolder is returning an invalid completed date.

known issue TaxFolder
Riyam
2023-04-18
TaxFolder Update (April 12, 2023)

On April 12, 2023, we deployed an update to TaxFolder that includes several fixes and improvements.

TaxFolder release notes
Riyam
2023-04-12
TaxFolder Update (March 29, 2023)

On March 29, 2023, we deployed an update to TaxFolder that fixes the download to ZIP file feature and improves the reliability of signature request document processing. 

release notes TaxFolder
Riyam
2023-03-29
RESOLVED: TaxFolder Download to ZIP Unavailable

We have received reports that the option to download client files into ZIP folders in TaxFolder is currently not working.

known issue TaxFolder
Riyam
2023-03-29
TaxFolder Update (March 28, 2023)

On March 28, 2023, we deployed a TaxFolder update to mitigate the impact of the recent outages affecting both tax preparers and end users.

release notes TaxFolder
Riyam
2023-03-28
RESOLVED: TaxFolder Not Completing Signed Documents

We have received reports that TaxFolder does not always trigger the completed signature/approval email and produce the signed/approved documents.

known issue TaxFolder
Riyam
2023-03-23