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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.
Workflow Groups and Tasks
Learn how to set up TaxCycle to match your practice workflow and to track completion of tasks.
Ask a Client to Upload Documents to TaxFolder (from TaxCycle)
Invite your client to upload documents into their portal in TaxFolder.
T2 Special Elections and Returns (SERs)
You can electronically file Special Elections or Returns (SERs) to qualify for certain tax provisions, or to eliminate or defer the tax consequences of specific transactions.
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.
TaxCycle 14.0.55258.0
This TaxCycle release is ready for filing 2024 slips when systems open on January 13, 2025.
/news/taxcycle-140552580/
Updated: 2025-01-16
You Helped Make TaxCycle More Beautiful in 2021-22
In case you didn’t read each set of release notes in detail, here’s the list of what you helped create in TaxCycle this year. (Can you spot your idea?)
TaxCycle 13.0.51398.0
This release extends the supported corporate tax year ends for T2 and AT1 returns up to May 31, 2024 and rolls over the Forms module to 2023.
/news/taxcycle-130513980/
Updated: 2023-11-13