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Help Topics

 

 

Installation

System requirements and installation instructions for the TaxCycle Suite.

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TaxCycle Account

How to manage your TaxCycle Account for access.

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Settings

Customize TaxCycle in options. Printing, review, file name, transmission.

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Carryforward

Learn how to carry forward prior year data into a new return.

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Client Manager

Use the TaxCycle Client Manager database to track client returns and run reports.

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Preparation Tools

Learn how to use the tools for preparing returns in TaxCycle.

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Review Tools

Learn about the review tools in TaxCycle.

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Integrations

Move data between TaxCycle and other accounting software.

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Data Import

Learn how to import data from other files and services into TaxCycle.

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Electronic Signatures

Request electronic signatures from your clients from within TaxCycle.

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TaxFolder

Help topics on setting up, requesting electronic signatures and sharing documents in TaxFolder.

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T1 Personal Tax

Learn how to prepare T1 personal tax returns in TaxCycle.

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T2 Corporate Tax

Learn how to prepare corporate tax returns in TaxCycle T2.

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T3 Trust Tax

Topics on how to prepare T3 trust tax returns in TaxCycle T3.

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T5013 Partnership Tax

Topics on how to prepare T5013 partnership returns in TaxCycle.

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Slips and Relevés

Topics on how to prepare slips and relevés in TaxCycle.

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T3010 Registered Charity Information Return

How to prepare a T3010 Registered Charity Information Return in TaxCycle.

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Forms Collection

TaxCycle Forms module helps you prepare a variety of government forms for your clients.

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EFILE and Electronic Services

How to access CRA and Revenu Quebec electronic services from TaxCycle.

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Workflow Tools

Learn about tracking tasks and return completion in TaxCycle.

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DoxCycle

Learn how to incorporate DoxCycle source document management into your TaxCycle practice.

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Email

Topics on emailing forms and returns from TaxCycle.

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Print and PDF

How to print, PDF and email forms, slips and returns from TaxCycle.

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Billing and Invoicing

Learn how to invoice your clients directly from TaxCycle.

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Templates

TaxCycle letter, invoice and label templates. Create as many as you like!

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Template Code

Learn how to create and edit expressions in templates, data monitors and print conditions.

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Security

Set passwords, lock completed files, auto-save and encrypt folders to protect your TaxCycle files.

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