Family Returns

Prepare returns for all family members in a single TaxCycle file. Learn how to:

  • Couple taxpayer and spouse returns
  • Add dependant information to a file
  • Create family returns with full dependant tax information
  • Coupling dependant returns
  • Review and adjust optimizations
  • Carry forward family files
  • Detaching or uncoupling a return
  • Joint and family summaries
  • Joint and family letters and invoices
  • Options to help with couples and family
  • Transmit returns for a whole family
  • Print returns for a whole family

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Elizabeth Kohl

45 minutes

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