News

Client Manager Tip: Optimize Your Search

To improve performance and speed up your workflow, we recommend narrowing down your Client Manager search before you apply any filters.

client manager

TaxCycle 14.1.56092.0—2024 Multiple Jurisdiction Returns

This release allows for the transmission through EFILE of multiple jurisdiction returns in TaxCycle T1 2024.

release notes T1 TP1 SERs Forms module client manager

Rejected Slips: How to Find Submission Numbers and Resubmit

Review each email to confirm whether the CRA accepted or rejected the submitted information return.

slips client manager CRA

TaxCycle 13.1.52666.0—2024 Slips Modules

This release rolls over T4/T4A, T5, T5018, T2202 and NR4 slips to 2024.

release notes slips T1 T3 T4 UHT-2900 client manager

TaxCycle 13.0.52160.0—T1/TP1 Paper Filing

This version of TaxCycle includes the 2023 forms for T1/TP1.

release notes T1 client manager

TaxCycle 12.2.51186.0—T3 Schedule 15, Beneficial Ownership Information of a Trust

This release adds Schedule 15, Beneficial Ownership Information of a Trust to TaxCycle T3. It also includes changes to templates and Client Manager indexing.

release notes T3 client manager

Known Issue: Client Manager Server Unreachable or Stopped

When launching TaxCycle version 12.1.50435.0, a message that the Client Manager Server is unreachable or has stopped may appear on the Start screen.

known issue client manager