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TaxFolder Update (May 24, 2023): On May 24, 2023, we deployed an update to TaxFolder that includes several fixes and improvements.
/news/taxfolder-update-may-24-2023/
Updated: 2023-05-24
Preview and Test Templates: Test template customizations in the Template Editor using real data from a tax return.
/resources/help-topics/templates/preview-and-test-templates/
Updated: 2021-07-20
Multi-Year Templates and Roll Forward: How to apply a custom template to multiple years and/or roll them over to the next year.
/resources/help-topics/templates/multi-year-templates-and-roll-forward/
Updated: 2021-03-12
format(): Apply the format() function to a field code to change the display of numbers, dates and other information.
/resources/help-topics/template-code/functions/format/
Updated: 2025-09-15
Data Mining Now Available!: Data Mining lets you unlock powerful queries to search the data in your tax return files and export the results for further analysis.
/news/data-mining-now-available/
Updated: 2025-12-09
RESOLVED: Pension Splitting Paragraph in the Client Letter: We've discovered an issue with the Pension income splitting paragraph in the English Client Letter (CLetter) in TaxCycle T1.
/news/resolved-pension-splitting-paragraph-in-the-client-letter/
Updated: 2026-03-18
Preferred Names in Templates: TaxCycle includes fields that allow you to easily insert the client’s preferred name in templates to assist with situations when the CRA doesn’t have a first name on record.
/resources/help-topics/templates/preferred-names-in-templates/
Updated: 2024-08-19
anchor(): The anchor() function is used to place an electronic signature request within a template. It is used in conjunction with the Signature ID template property.
/resources/help-topics/template-code/functions/anchor/
Updated: 2026-04-15
TaxFolder Update (June 20, 2022)—Event History: On June 20, 2022, we deployed an update to www.taxfolder.com. This update adds an event history to TaxFolder, a new feature to display a log of all events in the system.
/news/taxfolder-update-june-20-2022-event-history/
Updated: 2022-06-21
New Template Functions for E-signatures: If you customized the built-in templates at all (or created your own), you will need to replace the anchors for the signature and date signed with the new functions.
/resources/help-topics/electronic-signatures/new-template-functions-for-e-signatures/
Updated: 2026-06-08

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