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Custom Fields: Use the CustomFields worksheet to define key value pairs of fields and data for use in TaxCycle templates.
/resources/help-topics/preparation-tools/forms-and-fields/custom-fields/
Updated: 2024-03-01
Custom Fields in Templates: How to use information in the CustomFields worksheet to control content displayed in TaxCycle templates.
/resources/help-topics/template-code/custom-fields-in-templates/
Updated: 2024-03-01
Webinar: Template Code: Custom Fields, Workflow, EFILE status (2025): Building on our previous webinar, this session will guide you through the process of adding dynamic, data-driven content to your templates.
/training/webinars/webinar-template-code-custom-fields-workflow-efile-status-2025/
Updated: 2025-10-17
Katy Takaoka's Favourite TaxCycle Features - Video: Discover how TaxCycle’s pre-season checklist, custom fields, and SlipSync transformed Katy Takaoka's practice—saving time and enhancing client service.
/news/katy-takaokas-favourite-taxcycle-features-video/
Updated: 2025-12-09
Getting Started with Templates: The Template Editor helps you to edit letter, invoice, snippet, label, and email templates that come with TaxCycle. Or, you can create completely new templates from scratch.
/resources/help-topics/templates/getting-started-with-templates/
Updated: 2024-09-18
Slip and Relevé Options: How to set options related to preparing slips in TaxCycle.
/resources/help-topics/slips-and-releves/slip-and-releve-options/
Updated: 2025-01-24
DoxCycle 13.0.51755.0: This release updates DoxCycle's technology to allow you to continue sharing data between DoxCycle and the latest version of TaxCycle using TaxLink.
/news/doxcycle-130517550/
Updated: 2024-02-07
RESOLVED: Medical Expenses Field Code in 2019 T1 Client Letters: The Medical Expenses section on the 2019 T1 client letters does not show because it refers to the S1 instead of the T1 jacket.
/news/resolved-medical-expenses-field-code-in-2019-t1-client-letters/
Updated: 2020-03-05
TaxFolder Update (February 1st, 2022): This update includes a technology upgrade and several other customer-reported resolved issues.
/news/taxfolder-update-february-1st-2022/
Updated: 2022-02-14
Known Issue: Balance Owing Missing or Incorrect on Custom Invoice Templates: If you customized your T1 invoice in 2023 or earlier, the invoice will not correctly display the balance owing or payments in the 2024 T1 module.
/news/known-issue-balance-owing-missing-or-incorrect-on-custom-invoice-templates/
Updated: 2025-03-04

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