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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: 2024-11-14
TaxCycle T4/T4A
Prepare and electronically file unlimited federal T4 and T4A slips and summaries, as well as unlimited Québec RL-1 and RL-2.
/products/taxcycle-t4t4a/
Updated: 2024-06-26
TaxCycle T5
Prepare and electronically file unlimited federal T5 slips and summaries, as well as unlimited Québec RL-3.
/products/taxcycle-t5/
Updated: 2024-11-26
TaxCycle T5018
Prepare and electronically file unlimited federal T5018 slips and summaries.
/products/taxcycle-t5018/
Updated: 2024-06-17
TaxCycle T2202
Issue T2202 slips to recipients and file the related issuer summary with the Canada Revenue Agency (CRA).
/products/taxcycle-t2202/
Updated: 2024-06-17
TaxCycle NR4
Issue NR4 slips to recipients and file the related issuer summary with the Canada Revenue Agency (CRA).
/products/taxcycle-nr4/
Updated: 2024-06-17
TaxCycle RL
The TaxCycle RL module allows you to prepare Québec Relevés that do not have an equivalent federal slip.
/products/taxcycle-rl/
Updated: 2024-06-17