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Keyboard Shortcut List
Download and print this double-sided keyboard shortcut list and keep it at your desk as you use the TaxCycle Suite.
/resources/keyboard-shortcuts/keyboard-shortcut-list/
Updated: 2024-03-26
Video Tutorials
Learn how to use the TaxCycle suite from our extensive library of videos.
/resources/video-tutorials/
Updated: 2025-02-19
Client Manager Videos
Learn how to keep track of your returns and clients using TaxCycle's Client Manager.
/resources/video-tutorials/client-manager-videos/
Updated: 2024-06-05
Client Manager Part 1: Basics
Learn how to set up the Client Manager and perform basic searches.
/resources/video-tutorials/client-manager-videos/client-manager-part-1-basics/
Updated: 2025-01-31
Client Manager Part 2: Search and Batch
Learn how to use filters to create saved searches and export data.
/resources/video-tutorials/client-manager-videos/client-manager-part-2-search-and-batch/
Updated: 2025-01-31
How to create a report of clients who need to pay the CRA
Learn how to generate a report of your clients who need to make a payment or pay installment payments to the CRA.
/resources/video-tutorials/client-manager-videos/how-to-create-a-report-of-clients-who-need-to-pay-the-cra/
Updated: 2024-06-05
How to find clients who haven't returned
Learn how to search the Client Manager for clients who have yet returned for this tax season.
/resources/video-tutorials/client-manager-videos/how-to-find-clients-who-havent-returned/
Updated: 2024-06-05
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-tutorials/client-manager-videos/saved-searches-and-column-layouts/
Updated: 2024-06-05
Filing Videos
Learn how to file returns using the TaxCycle Suite with this collection of video tutorials recorded during our webinars.
/resources/video-tutorials/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-tutorials/filing-videos/efile-and-express-notice-of-assessment-noa-video/
Updated: 2025-03-10