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Prepare Sidebar: See a list of all the forms in a tax return. Change the view to see the list of only those forms with data on them.
/resources/help-topics/preparation-tools/main-taxcycle-window/prepare-sidebar/
Updated: 2022-05-09
Excel® Import Forms: Create an Excel® template from any TaxCycle form, then use it to import data from a spreadsheet back into the form.
/resources/help-topics/data-import/excel-import/excel-import-forms/
Updated: 2021-01-20
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
TaxCycle 14.0.55197.0: ***To conform with the CRA's expectations for the draft T2 Schedule 6, we have retracted the full installer for this version.*** This version of TaxCycle is ready for filing T3010/TP-985.22 returns. It also allows you to carry forward 2024 slips returns from competitor software for planning and evaluation purposes.
/news/taxcycle-140551970/
Updated: 2025-01-06
UPDATED (May 7): EFILE Errors Under Investigation by the CRA: The CRA is investigating EFILE errors 2508, 2515, 45555, 45566, 90228, 90308, 95031, 95033, 95034, 95365 and 99915.
/news/updated-may-7-efile-errors-under-investigation-by-the-cra/
Updated: 2025-05-08
Data Monitor Expressions: Create your own expressions to monitor data in the data monitors.
/resources/help-topics/review-tools/data-monitors/data-monitor-expressions/
Updated: 2024-10-01
Your Ideas Helped Make TaxCycle More Beautiful in 2023-2024: In case you didn’t read each set of release notes in detail, here’s a list of notable changes you helped us create and improve in TaxCycle this year. (Can you spot your idea?)
/news/your-ideas-helped-make-taxcycle-more-beautiful-in-2023-2024/
Updated: 2025-07-16
Look what you've done for TaxCycle this year (2017-18): Throughout this year, TaxCycle and DoxCycle releases have included many enhancements based on your suggestions and feedback.
/news/look-what-youve-done-for-taxcycle-this-year-2017-18/
Updated: 2024-10-17
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

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