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Custom Fields: Use the CustomFields worksheet to define key value pairs of fields and data for use in TaxCycle templates.
/resources/help-topics/preparation-tools/forms-and-fields/custom-fields/
Updated: 2024-03-01
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.
/resources/video-library/template-videos/template-code-custom-fields-workflow-efile-status-video/
Updated: 2026-04-17
Custom Fields in Templates: How to use information in the CustomFields worksheet to control content displayed in TaxCycle templates.
/resources/help-topics/template-code/custom-fields-in-templates/
Updated: 2024-03-01
Webinar: Template Code: Custom Fields, Workflow, EFILE status (2025): Building on our previous webinar, this session will guide you through the process of adding dynamic, data-driven content to your templates.
/training/webinars/webinar-template-code-custom-fields-workflow-efile-status-2025/
Updated: 2025-10-17
Katy Takaoka's Favourite TaxCycle Features - Video: Discover how TaxCycle’s pre-season checklist, custom fields, and SlipSync transformed Katy Takaoka's practice—saving time and enhancing client service.
/news/katy-takaokas-favourite-taxcycle-features-video/
Updated: 2025-12-09
Slip and Relevé Options: Setting options related to preparing slips in TaxCycle.
/resources/help-topics/slips-and-releves/slip-and-releve-options/
Updated: 2026-10-02
TaxFolder Update (February 1st, 2022): This update includes a technology upgrade and several other customer-reported resolved issues.
/news/taxfolder-update-february-1st-2022/
Updated: 2022-02-14
Known Issue: Balance Owing Missing or Incorrect on Custom Invoice Templates: If you customized your T1 invoice in 2023 or earlier, the invoice will not correctly display the balance owing or payments in the 2024 T1 module.
/news/known-issue-balance-owing-missing-or-incorrect-on-custom-invoice-templates/
Updated: 2025-03-04
TaxFolder Update (April 8, 2022): On April 8, 2022, we deployed an update to www.taxfolder.com to resolve an intermittent outage and other issues reported since the last update.
/news/taxfolder-update-april-8-2022/
Updated: 2022-04-09
TaxFolder Update (March 13, 2022): This TaxFolder update includes enhancements and several other customer-reported resolved issues.
/news/taxfolder-update-march-13-2022/
Updated: 2022-03-14

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