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Products
TaxCycle Suite
Comprehensive professional tax software for Canadian accountants, bookkeepers and tax preparers
more...
Modules
TaxCycle T1
TaxCycle T4/T4A
TaxCycle Forms
Québec TP1
TaxCycle T5
TaxCycle T3010
TaxCycle T2
TaxCycle T5018
TaxCycle NR4
TaxCycle T3
TaxCycle T2202
TaxCycle RL
TaxCycle T5013
DoxCycle
Tools and Integrations
TaxFolder
Xero
Client Manager
Switch to TaxCycle
Why Switch to TaxCycle?
Time-Saving Features
Customer Reviews
File Conversion
System Requirements
Free Trial
Book a Demo
Buy Now
Pricing
Training
Getting Started Videos
Pre-Season Training 2022 (Recording)
Training Workbook
Webinars
Webinar Recordings
Resources
Resources
The place to find help, information, videos, and more, for the TaxCycle Suite.
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Key Sections
Getting Started
Help Topics
Video Tutorials
Training Workbook
Keyboard Shortcut List
Hot Topics
Review Messages
Auto-fill my return (AFR)
T183 Form
T1 EFILE
Print/PDF a Return
TaxFolder
Support
Getting Started
Contact Us
Download
Auto-Update Files
ProTax Community
Remote Help
News
Recent
2023-05-24
TaxFolder Update (May 24, 2023)
2023-05-03
TaxCycle 12.1.50074.0—T3 for 2023
2023-05-01
Resuming regular support hours on May 2nd
Categories
Release Notes
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Client Manager Videos
How to find clients who haven't returned
Updated: 2019-08-16
Click a timestamp below to jump to a topic:
Use filters in the Client Manager to narrow search results (
2:13
)
Save the search as a Quick Search to use again (
11:02
)
Customize the columns that appear in the search results (
16:00
)
Export that list to Excel (
19:34
)
Date of broadcast:
March 6, 2019
Presented by:
Andrew Little