Re-open the Client Manager Setup Wizard

Updated: 2022-01-26

If you choose not to set up the Client Manager when you first run TaxCycle, you can re-open the Client Manager setup wizard:

  1. If you are on the Start screen, click on Options in the blue bar on the left. If you have a file open, go to the File menu, then click on Options. 
  2. Expand TaxCycle and select Client Manager on the left. 
  3. On the right, click the Setup Wizard link. 

Screen Capture: Link for Setup Wizard