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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.

Learn More  
2

Personalize Your Options

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

Learn More  
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.

Learn More  
4

Customize Communications

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

Learn More  
5

Carry Forward Returns

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

Learn More  

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