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Print/PDF Slips
Learn how to print/PDF and email individual slips to distribute to slip recipients in TaxCycle.
/resources/help-topics/print-and-pdf/printpdf-slips/
Updated: 2024-01-23
Extract Data and Post to TaxCycle
Learn how post data extracted from slips from DoxCycle into TaxCycle tax returns.
/resources/help-topics/doxcycle/extract-data-and-post-to-taxcycle/
Updated: 2024-10-02
Privacy Policy
The TaxCycle privacy policy. How we collect and use your data.
/legal/privacy-policy/
Updated: 2022-11-24
Client Email Notifications from TaxFolder
TaxFolder automatically sends email notifications to your clients on your behalf. This topic explains the triggers, contents, and intended use of those emails.
/resources/help-topics/taxfolder/taxfolder-email-notifications/client-email-notifications-from-taxfolder/
Updated: 2023-02-16
Saved Searches and Column Layouts
Save time when querying the Client Manager database. Use saved searches and column layouts to set your favourites.
/resources/video-library/client-manager-videos/saved-searches-and-column-layouts/
Updated: 2024-06-05
Client Manager Setup and Searches - Video
Learn how to get the Client Manager running in your practice. Delve into how to find what you want in the Client Manager using custom filters and saved searches.
/resources/video-library/client-manager-videos/client-manager-setup-and-searches-video/
Updated: 2025-11-04
Filing Videos
Learn how to file returns using the TaxCycle Suite with this collection of video tutorials recorded during our webinars.
/resources/video-library/filing-videos/
Updated: 2025-03-10
EFILE and Express Notice of Assessment (NOA) - Video
Learn how to electronically file personal tax returns through the Canada Revenue Agency (CRA) T1 EFILE system using TaxCycle.
/resources/video-library/filing-videos/efile-and-express-notice-of-assessment-noa-video/
Updated: 2025-03-10
ReFILE and T1-ADJ - Video
Watch this video to learn how to transmit a ReFILE adjustment to T1 return with the Canada Revenue Agency. 
/resources/video-library/filing-videos/refile-and-t1-adj-video/
Updated: 2025-04-02
Onboarding Videos
Get started with TaxCycle today and find out for yourself why thousands of tax preparers have already switched to the TaxCycle Suite.
/resources/video-library/onboarding-videos/
Updated: 2025-11-17