TaxCycle Resources

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E-signatures on Form T1032 (Pension Splitting): Each time the TaxCycle prints form T1032, two emails go out, one for each person.
/resources/help-topics/taxfolder/taxfolder-signatures-and-approvals/e-signatures-on-form-t1032-pension-splitting/
Updated: 2024-04-11
T1 Optimizations: TaxCycle T1/TP1 optimizes tax calculations to achieve the results you need for your client(s).
/resources/help-topics/t1-personal-tax/t1-optimizations/
Updated: 2025-02-21
Forms and Templates That Support Electronic Signatures: TaxCycle contains hidden information in the signature fields on certain forms and templates to allow you to request electronic signatures from your clients.
/resources/help-topics/electronic-signatures/forms-and-templates-that-support-electronic-signatures/
Updated: 2025-03-20
Keyboard Shortcuts: Download and print a keyboard shortcut list to use at your desk.
/resources/keyboard-shortcuts/
Updated: 2024-10-31
Apple Functions Keys: How to adjust the function keys if you use Parallels Desktop (or other similar program) to run Windows in a virtual machine on your Mac.
/resources/keyboard-shortcuts/apple-functions-keys/
Updated: 2020-05-20
Keyboard Shortcut List: Download and print this double-sided keyboard shortcut list and keep it at your desk as you use the TaxCycle Suite.
/resources/keyboard-shortcuts/keyboard-shortcut-list/
Updated: 2024-03-26
Video Tutorials: Learn how to use the TaxCycle suite from our extensive library of videos.
/resources/video-tutorials/
Updated: 2025-02-19
Client Manager Videos: Learn how to keep track of your returns and clients using TaxCycle's Client Manager.
/resources/video-tutorials/client-manager-videos/
Updated: 2024-06-05
Client Manager Part 1: Basics: Learn how to set up the Client Manager and perform basic searches.
/resources/video-tutorials/client-manager-videos/client-manager-part-1-basics/
Updated: 2025-01-31
Client Manager Part 2: Search and Batch: Learn how to use filters to create saved searches and export data.
/resources/video-tutorials/client-manager-videos/client-manager-part-2-search-and-batch/
Updated: 2025-01-31

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This PDF guide provides an overview of key topics about TaxCycle. It's a great way to get started.

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Keyboard Shortcuts

Print this quick reference of keyboard shortcuts and keep it at your desk as you use TaxCycle.

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ProTaxCommunity.com is a place for tax preparers, accountants and bookkeepers to discuss topics related to Canadian tax returns. All are welcome, whether you currently use TaxCycle in your practice or not.

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