Navigation and F4 Fast Find

Updated: 2025-02-14

Brush up on navigation basics in TaxCycle. Learn how to quickly navigate between forms, drill down, jump between fields and search for text on a form. 

Topics include:

• Switch between spouse/partner
• Add a dependant
• Maximize screen space
• View windows side-by-side
• Find and open forms from the Prepare sidebar
• Search for forms, fields and amounts in F4 Fast Find
• Drill down on fields (F6) for source data
• Use the find in form function
• Use slip navigation
• Set your own favourites
• Set default form tabs
• Use the quick access toolbar
• Use the form section navigator

Date of broadcast: December 19, 2023
Presented by: Perry Giagos