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Onboarding Videos

Download and Activate TaxCycle (5m51s)

Learn how to download, install and activate the TaxCycle Suite.

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.

Preparer and Firm Options (6m16s)

Learn how to customize options in TaxCycle to match your preferences and practice.

Return Preparation Options (8m28s)

Watch this video to learn how to configure TaxCycle to work the way you want, set default values in fields for new files and set pricing options.

File and Folder Options (5m10s)

Watch this video (5m10s) to learn how to set the default file name format, folder structure and where you store your client files in TaxCycle.

Review and Print Options (4m29s)

Learn how to manage your review messages and customize print sets in options.

Client Manager Setup (13m59s)

Watch this webinar recording to learn how to set up the TaxCycle Client Manager so you can start searching your client files today.

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.

Create a New Return (4m07s)

Watch this video to walk through the preparation of a basic T1 tax return in TaxCycle.

Carry Forward Returns (7m06s)

Learn how to seamlessly carry forward returns from ProFile®, Cantax®, Taxprep®, DT Max®, and of course TaxCycle.

Coupled Returns (5m05s)

Learn how to couple returns to share data and optimize tax deductions and credits between married or common-law partners.

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.

Navigation (5m53s)

Learn how to find forms and navigate in TaxCycle.

Data Entry on Slips in T1 Returns (3m58s)

Learn how to create data entry slips in TaxCycle T1.

Audit and Review Tools (3m59s)

Watch this short video (3m59s) to learn how to speed up tax return review in TaxCycle. 

Prior Year Returns (2m05s)

Watch this short video (2m05s) to learn how to quickly prepare multiple years of returns in TaxCycle with minimal data entry.

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.

How to Print in TaxCycle (4m44s)

Watch this short video (4m44s) to learn how to print and create PDFs of forms and tax returns in TaxCycle.

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.

Sharing Options Profiles (5m29s)

Watch this video (5m29s) to learn how to share TaxCycle settings with your coworkers.

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).

Sharing Data and SlipSync (1m32s)

Not only does TaxCycle have a single setup program so that one install gives you access to all tax returns and years, but it also easily shares information between returns, saving you data entry.

Quick Search (4m01s)

Learn how to customize and save Quick Searches within the TaxCycle Client Manager.

Client Manager Reports (1m36s)

Watch this short video to learn how to customize the reports that come from the Client Manager.