Search

Auto-fill my return (2m27s): Watch this short video to learn how to save time by downloading data from the Canada Revenue Agency (CRA) using Auto-fill my return (AFR).
/resources/video-library/onboarding-videos/auto-fill-my-return-2m27s/
Updated: 2025-09-12
Dependants and Family Returns (4m37s): Learn how to add dependants to a TaxCycle T1 return, either entering the data on the Dep worksheet, or adding a full return to the family's file.
/resources/video-library/onboarding-videos/dependants-and-family-returns-4m37s/
Updated: 2025-09-12
Batch Operations (3m06s): Watch this video to learn how to perform a batch carryforward of your prior year files to the current year in TaxCycle.
/resources/video-library/onboarding-videos/batch-operations-3m06s/
Updated: 2025-09-12
Quick Search (4m01s): Learn how to customize and save Quick Searches within the TaxCycle Client Manager.
/resources/video-library/onboarding-videos/quick-search-4m01s/
Updated: 2025-09-12
Coupled Returns (5m05s): Learn how to couple returns to share data and optimize tax deductions and credits between married or common-law partners.
/resources/video-library/onboarding-videos/coupled-returns-5m05s/
Updated: 2025-09-12
T1 EFILE (8m15s): Learn how to transmit returns to the Canada Revenue Agency (CRA) using T1 EFILE. With TaxCycle’s efficient features, you can submit several returns and forms simultaneously on behalf of multiple family members, saving valuable time.
/resources/video-library/onboarding-videos/t1-efile-8m15s/
Updated: 2025-09-12
Workflow Tools (7m02s): Discover TaxCycle’s customizable task workflow process. Track tasks throughout each stage of preparing a tax return and generate status reports throughout tax season.
/resources/video-library/onboarding-videos/workflow-tools-7m02s/
Updated: 2025-09-12
Data Entry on Slips in T1 Returns (3m58s): Learn how to create data entry slips in TaxCycle T1.
/resources/video-library/onboarding-videos/data-entry-on-slips-in-t1-returns-3m58s/
Updated: 2025-09-12
Setting Up Your TaxFolder Firm (8m39s): Learn about the first-time setup of your TaxFolder account. How to connect your TaxCycle Account to TaxFolder and configure default settings for everyone in your firm.
/resources/video-library/onboarding-videos/setting-up-your-taxfolder-firm-8m39s/
Updated: 2025-09-12
Income Statement Videos: Videos about preparing business statements in TaxCycle, including CCA and assets.
/resources/video-library/income-statement-videos/
Updated: 2021-10-27

1
2
3
4
5
6
7
8
9
10