Onboarding Videos

Watch this video to learn how to download, install and activate the TaxCycle Suite.

Download and Activate TaxCycle (5m51s)

Learn about the first-time setup of your TaxFolder account. How to connect your TaxCycle Account to TaxFolder and configure default settings for everyone in your firm.

Setting Up Your TaxFolder Firm (8m39s)

Learn how to customize options in TaxCycle to match your preferences and practice.

Preparer and Firm Options (6m16s)

Watch this video to learn how to configure TaxCycle to work the way you want, set default values in fields for new files and set pricing options.

Return Preparation Options (8m28s)

Watch this video (5m10s) to learn how to set the default file name format, folder structure and where you store your client files in TaxCycle.

File and Folder Options (5m10s)

Learn how to manage your review messages and customize print sets in options.

Review and Print Options (4m29s)

Watch this webinar recording to learn how to set up the TaxCycle Client Manager so you can start searching your client files today.

Client Manager Setup (13m59s)

Watch this video to learn how to perform a batch carryforward of your prior year files to the current year in TaxCycle.

Batch Operations (3m06s)

Watch this video to walk through the preparation of a basic T1 tax return in TaxCycle.

Create a New Return (4m07s)

Learn how to seamlessly carry forward returns from ProFile®, Cantax®, Taxprep®, DT Max®, and of course TaxCycle.

Carry Forward Returns (7m06s)

Learn how to couple returns to share data and optimize tax deductions and credits between married or common-law partners.

Coupled Returns (5m05s)

Learn how to add dependants to a TaxCycle T1 return, either entering the data on the Dep worksheet, or adding a full return to the family's file.

Dependants and Family Returns (4m37s)

Learn how to find forms and navigate in TaxCycle.

Navigation (5m53s)

Learn how to create data entry slips in TaxCycle T1.

Data Entry on Slips in T1 Returns (3m58s)

Watch this short video (3m59s) to learn how to speed up tax return review in TaxCycle. 

Audit and Review Tools (3m59s)

Watch this short video (2m05s) to learn how to quickly prepare multiple years of returns in TaxCycle with minimal data entry.

Prior Year Returns (2m05s)

Learn how to transmit returns to the Canada Revenue Agency (CRA) using T1 EFILE. With TaxCycle’s efficient features, you can submit several returns and forms simultaneously on behalf of multiple family members, saving valuable time.

T1 EFILE (8m15s)

Watch this short video (4m44s) to learn how to print and create PDFs of forms and tax returns in TaxCycle.

How to Print in TaxCycle (4m44s)

Discover TaxCycle’s customizable task workflow process. Track tasks throughout each stage of preparing a tax return and generate status reports throughout tax season.

Workflow Tools (7m02s)

Watch this video (5m29s) to learn how to share TaxCycle settings with your coworkers.

Sharing Options Profiles (5m29s)

Watch this short video to learn how to save time by downloading data from the Canada Revenue Agency (CRA) using Auto-fill my return (AFR).

Auto-fill my return (2m27s)

Not only does TaxCycle have a single setup program so that one install gives you access to all tax returns and years, but it also easily shares information between returns, saving you data entry.

Sharing Data and SlipSync (1m32s)

Learn how to customize and save Quick Searches within the TaxCycle Client Manager.

Quick Search (4m01s)

Watch this short video to learn how to customize the reports that come from the Client Manager.

Client Manager Reports (1m36s)