Get Started with TaxCycle

1

Download and Activate

Your first step is to download, install and activate the TaxCycle Suite. Learn how in this short video, or browse the installation help topics to learn more.

View the system requirements for TaxCycle and DoxCycle.
Download and Install.
Activate a License.
Manage your TaxCycle Account.

Learn More

2

Personalize Your Options

Enter your preparer and practice information in options so it appears on forms and templates.

Set your Contact and Address Options.
Enter your Business Number and RepID in Authorization Options.
Enter your EFILE and NetFile Québec credentials in Transmission Options.
Configure the location of client tax return files in Folder Options.

Learn More

3

Set Up the Client Manager

Configure the client manager on your local computer or office server to keep track of files and return status.

Decide what type of configuration you need.
Set up a stand-alone server.
Set up a shared server.
Connect to an existing server.

Learn More

4

Customize Communications

Personalize your presentation to each client and use tools to support clients asynchronously.

Customize letter and email templates.
Set price and invoicing options.
Connect to TaxFolder and set up your firm for e-signatures and client port.
Update print sets.
Streamline your workflow.

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5

Carry Forward Returns

Bring in data from prior-year client files to retain client information and carryforward balances.

Carry forward returns from your old tax software.
Carry forward and link returns to DoxCycle.
Carry back to a prior year.
Carry forward a batch of files from the Client Manager.

Learn More

6

Prepare Your First Return

Working through your first return will familiarize you with tools to make your preparation process more efficient.

Discover navigation tips to quickly find forms and navigate between fields.
Learn how to couple returns and add dependants to optimize credits.
Speed up tax return review with review tools.
Move data between TaxCycle and other accounting software with integrations.
Download from Auto-fill my return (AFR), transmit with EFILE and print for your clients.
Watch webinars on preparing other types of returns: T2, T3, T5013 and slips.

Learn More

7

Stay Connected

Once you're set up, TaxCycle is here to support you throughout the year.

Keep an eye on the News feed when you open TaxCycle.
Download the TaxCycle Getting Started Guide.
Join ProTaxCommunity.com to connect with other tax preparers.
Watch live webinars and on-demand training to hone your skills.
Contact support when you need it.

Learn More

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Get Started With TaxCycleSeven steps to make the most of TaxCycle.

Download and Activate

Personalize Your Options

Set Up the Client Manager

Customize Communications

Carry Forward Returns

Prepare Your First Return

Stay Connected

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Get Started With TaxCycleSeven steps to make the most of TaxCycle.

Download and Activate

Personalize Your Options

Set Up the Client Manager

Customize Communications

Carry Forward Returns

Prepare Your First Return

Stay Connected