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Dates
Learn how to insert, format and automatically update dates in TaxCycle templates.
TaxCycle 14.0.55386.0
This TaxCycle release is ready for filing 2024 slips using the CRA's updated slips filing system.
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Updated: 2025-01-27
Add Documents to Classifier
You can “teach” DoxCycle to classify almost any type of document you import or scan in your office.
T3 Optimizations
TaxCycle T3 optimizes tax calculations to achieve the results you need for your client(s).
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?)
Custom document outlines
DoxCycle comes with built-in outlines, or you can create your own custom outline.
Request Signatures via TaxFolder from TaxCycle
Send documents to your clients for signature directly from TaxCycle, track the receipt of those signatures and download them from within TaxCycle.
Ask a Client to Upload Documents to TaxFolder (from TaxCycle)
Invite your client to upload documents into their portal in TaxFolder.
Workflow Groups and Tasks
Learn how to set up TaxCycle to match your practice workflow and to track completion of tasks.
Xero Invoicing
You can easily export client billing information from TaxCycle to Xero® so that you can invoice your clients from Xero® based on the work done in TaxCycle.