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Updated: 2026-04-30

Template Videos

Template Editor Tour - Video

This video gives you a quick tour of the TaxCycle Template Editor interface.

Template Types - Video

Choosing the correct type of template is important when creating a new template so that the template will appear where you need it to be and so that it will do what you want it to do.

Cloning a Template - Video

Learn how to clone one of TaxCycle's built in templates and use it to replace an current template or have it display separately TaxCycle.

Starting a Simple Template - Video

Learn how to start a simple TaxCycle template from scratch. Review the template properties, copy a field code and test your template.

Template Files - Video

Learn where TaxCycle template files are stored and how to save them to an options profile so you can share them easily with your colleagues.

Copying a Field Code - Video

Learn how to copy a field code from any field in TaxCycle and insert it into a template.

Dates in Templates - Video

Learn how to use date constants and how to change the date format and even add years, months or days to a date.

Templates: Data Table Columns - Video

Learn how to add field codes to adjust the conditions under which templates display or are used in TaxCycle.

Simplifying Template Code - Video

Learn about the client context and how to simplify your TaxCycle template code by removing the context from the field code.

Relevant and Used Conditions - Video

Learn how to add field codes to adjust the conditions under which templates display or are used in TaxCycle.

Template Code: Formatting and Conditions - Video

This video gives you a comprehensive overview of how to edit template code.

Template Code: Snippets, Lists, and Repeats - Video

Learn how to add dynamic, data-driven content to your templates.

Template Code: Custom Fields, Workflow, EFILE Status - Video

Learn how to leverage custom fields, filing status, and workflow data already within your returns to create tailored templates that suit your needs.