Setting Options

Updated: 2022-04-08

Set up TaxCycle just the way you like it. Get an overview of the important options you should know about. Click a timestamp below to jump to a topic:

• Where to enter firm contact information (3:29)
• How to use your logo and signature image in letters (4:09)
• Where to enter preparer information (6:01)
• Where to set your EFILE number and password (8:19)
• Controlling automatic updates (16:05)
• Configuring review messages (33:15)
• Setting up pricing (35:25)
• Setting print options (37:39)

Date of broadcast: October 17, 2018
Presented by: Andrew Little