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