Return Preparation Options

Updated: 2021-09-21

Each preparer uses TaxCycle in their own way. Learn how to:

  • Configure TaxCycle to match your preferences.
  • Set default values for form fields on each new file you create or carry forward.
  • Configure invoices and pricing.

Switching to TaxCycle?

Book a demo with a TaxCycle representative.

On-Demand Training

Catch up on recent TaxCycle webinars through on-demand training and earn verifiable CPD credits.

Answer the polls to qualify for verifiable CPD credit hours. Download your certificate after you complete the training from the same portal where you take the training.

More Resources

Download the TaxCycle Shortcuts List

Download the Training Workbook

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