Family returns

Updated: 2023-01-19

Prepare returns for all family members in a single TaxCycle file. Click a timestamp below to jump to a topic:

• Couple taxpayer and spouse (1:59)
• Add dependant information to a file (8:59)
• Create family returns with full dependant tax information (14:54)
• Coupling dependant returns (17:40)
• Review and adjust optimizations (21:55)
• Carry forward family files (25:47)
• Detaching or uncoupling a return (28:27)
• Joint and family summaries (30:47)
• Joint and family letters and invoices (32:26)
• Options to help with couples and family (35:16)
• Transmit returns for a whole family (37:04)
• Print returns for a whole family (39:50)

Date of broadcast: February 20, 2019
Presented by: Elizabeth Kohl