Initial Configuration

This initial configuration process will set up your basic preferences, licensing, and essential settings to ensure TaxCycle works perfectly for your practice from day one. Just follow the steps, and you'll be ready to start preparing returns in no time.

1

Download and Activate

Your first step is to download, install and activate the TaxCycle Suite. Learn how in this short video, or browse the installation help topics to learn more.

View the system requirements for TaxCycle and DoxCycle.
Download and Install.
Activate a License.
Manage your TaxCycle Account.

2

Personalize Your Options

Enter your preparer and practice information in options so it appears on forms and templates.

Set your Contact and Address Options.
Enter your Business Number and RepID in Authorization Options.
Enter your EFILE and NetFile Québec credentials in Transmission Options.
Configure the location of client tax return files in Folder Options.

3

Set Up the Client Manager

Configure the client manager on your local computer or office server to keep track of files and return status.

Decide what type of configuration you need.
Set up a stand-alone server.
Set up a shared server.
Connect to an existing server.

4

Customize Communications

Personalize your presentation to each client and use tools to support clients asynchronously.

Customize letter and email templates.
Set price and invoicing options.
Connect to TaxFolder and set up your firm for e-signatures and the client portal.
Update print sets.
Streamline your workflow.

5

Carry Forward Returns

Bring in data from prior-year client files to retain client information and carryforward balances.

Carry forward returns from your old tax software.
Carry forward and link returns to DoxCycle.
Carry back to a prior year.
Carry forward a batch of files from the Client Manager.

Preparing Your First Return

Discover the workflow and tools for efficient tax preparation.

Prepare a Return

TaxFolder Start Guide

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

Connect to TaxFolder

Ongoing Support and Resources

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

Go to the Help Centre