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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
TaxFolder Update (March 13, 2025)
On March 13, 2025, we deployed an update to TaxFolder that included some improvements and fixes for issues discovered since the last release.
/news/taxfolder-update-march-13-2025/
Updated: 2025-03-13
TaxFolder Update (September 19, 2023)
On September 19, 2023, we deployed an update to TaxFolder that includes several improvements and fixes to customer reported issues.
/news/taxfolder-update-september-19-2023/
Updated: 2023-09-20
Electronic Signatures in Custom Templates
You can add code to your custom templates in TaxCycle to indicate where the recipient should place the electronic signature and insert the date signed.
/resources/help-topics/electronic-signatures/electronic-signatures-in-custom-templates/
Updated: 2023-04-05
Variance Options
Variance options allow you to customize when review messages appear when comparing the data in snapshots with the data in a tax return.
/resources/help-topics/settings/module-options/variance-options/
Updated: 2024-10-08
Excel® Import Slips
Create an Excel® template to import slips into TaxCycle.
/resources/help-topics/data-import/excel-import/excel-import-slips/
Updated: 2024-02-29
TaxFolder Update (April 7, 2022)
On April 7, 2022, we deployed an update to www.taxfolder.com. This update includes enhancements and resolves several customer-reported issues.
/news/taxfolder-update-april-7-2022/
Updated: 2022-04-08
Search on Workflow and Return Status
The Workflow and Return Status filters in the Client Manager allow you to search on workflow groups and tasks.
/resources/help-topics/workflow-tools/search-on-workflow-and-return-status/
Updated: 2025-02-27