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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
TaxCycle 12.2.51186.0
This release adds Schedule 15, Beneficial Ownership Information of a Trust to TaxCycle T3. It also includes changes to templates and Client Manager indexing.
/news/taxcycle-122511860/
Updated: 2023-10-12
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/customizing-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: 2024-08-29
TaxCycle 13.1.52666.0
This release rolls over T4/T4A, T5, T5018, T2202 and NR4 slips to 2024.
/news/taxcycle-131526660/
Updated: 2024-03-19