# TaxCycle General

**URL:** https://www.protaxcommunity.com/c/taxcycle-general/27.md

[Latest](https://www.protaxcommunity.com/latest.md) · [Categories](https://www.protaxcommunity.com/categories.md) · [Tags](https://www.protaxcommunity.com/tags.md)

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## [About the TaxCycle General category](https://www.protaxcommunity.com/t/about-the-taxcycle-general-category/8941)

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**Author:** [@aaron.doucet.cpa](https://www.protaxcommunity.com/u/aaron.doucet.cpa)\
**Replies:** 0

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## [Thermal Label Printer thoughts](https://www.protaxcommunity.com/t/thermal-label-printer-thoughts/12875)

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**Author:** [@TimParris](https://www.protaxcommunity.com/u/TimParris)\
**Replies:** 6\
**Last updated:** [September 24, 2026, 6:06pm UTC](https://www.protaxcommunity.com/t/thermal-label-printer-thoughts/12875 "2026-09-24T18:06:05Z")

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I have been using a Funglam Label Printer since 2021 to print 4x2 address and folder labels. However, I have reached the end of my present stock of 4x2 address labels and would like to move to 6x4 packing labels. This w…

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## [Feedback on TaxCycle Seminar Tour](https://www.protaxcommunity.com/t/feedback-on-taxcycle-seminar-tour/12860)

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**Author:** [@Easyzen](https://www.protaxcommunity.com/u/Easyzen)\
**Replies:** 5\
**Last updated:** [September 17, 2026, 11:49pm UTC](https://www.protaxcommunity.com/t/feedback-on-taxcycle-seminar-tour/12860 "2026-09-17T23:49:56Z")

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I am considering registering for the upcoming TaxCycle Seminar Tour. For those who have attended in previous years, what was your experience? I am trying to determine if the sessions provide practical, hands-on workflow …

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## [Error in sending Eng. Letter for e-signature](https://www.protaxcommunity.com/t/error-in-sending-eng-letter-for-e-signature/12815)

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**Author:** [@mazhar](https://www.protaxcommunity.com/u/mazhar)\
**Replies:** 9\
**Last updated:** [September 9, 2026, 5:49pm UTC](https://www.protaxcommunity.com/t/error-in-sending-eng-letter-for-e-signature/12815 "2026-09-09T17:49:00Z")

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Not sure why I am getting this attached error.

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## [Design changes in 16.0.63993.0 or just me?](https://www.protaxcommunity.com/t/design-changes-in-16-0-63993-0-or-just-me/12719)

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**Author:** [@SmallBizGuy](https://www.protaxcommunity.com/u/SmallBizGuy)\
**Replies:** 16\
**Last updated:** [August 16, 2026, 6:03pm UTC](https://www.protaxcommunity.com/t/design-changes-in-16-0-63993-0-or-just-me/12719 "2026-08-16T18:03:27Z")

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I just updated to 16.0.63993.0 and to my great annoyance, “Quick search and filters” refuses to move to the left side. They’ve always done that..but now although there’s a selection to do so…no joy. It is unclear whethe…

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## [Update Scheduled for Aug 1st](https://www.protaxcommunity.com/t/update-scheduled-for-aug-1st/12646)

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**Author:** [@jack1](https://www.protaxcommunity.com/u/jack1)\
**Replies:** 1\
**Last updated:** [July 31, 2026, 1:51pm UTC](https://www.protaxcommunity.com/t/update-scheduled-for-aug-1st/12646 "2026-07-31T13:51:15Z")

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Huh? I don’t understand if this means we can update, but the update won’t work until Saturday, or do we wait until Saturday/

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## [Windows 11 Smart Control App](https://www.protaxcommunity.com/t/windows-11-smart-control-app/12636)

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**Author:** [@jack1](https://www.protaxcommunity.com/u/jack1)\
**Replies:** 2\
**Last updated:** [July 30, 2026, 9:12pm UTC](https://www.protaxcommunity.com/t/windows-11-smart-control-app/12636 "2026-07-30T21:12:30Z")

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Let’s hear from Microsoft! They are my “heroes” (Please Note Sarcasm :neutral\_face:) Last night I got one of those Windows “updates” I launched TaxCycle, and I got a Smart App Control indicating a “part” of TaxCycle …

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## [TC licensing](https://www.protaxcommunity.com/t/tc-licensing/12568)

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**Author:** [@LMK](https://www.protaxcommunity.com/u/LMK)\
**Replies:** 5\
**Last updated:** [July 18, 2026, 3:23pm UTC](https://www.protaxcommunity.com/t/tc-licensing/12568 "2026-07-18T15:23:46Z")

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How exactly does the TC licensing work re: changing plans? I am planning to scale back my services in the upcoming year and will probably change from Complete Suite to Tax Basics - will I still be able to access and comp…

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## [Blank Welcome page after update to 16.0.63710.0](https://www.protaxcommunity.com/t/blank-welcome-page-after-update-to-16-0-63710-0/12581)

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**Author:** [@grangers2016](https://www.protaxcommunity.com/u/grangers2016)\
**Replies:** 5\
**Last updated:** [July 17, 2026, 11:04am UTC](https://www.protaxcommunity.com/t/blank-welcome-page-after-update-to-16-0-63710-0/12581 "2026-07-17T11:04:49Z")

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I did the latest update and now i have a blank Welcome page. Anyone else? I’m waiting on Support

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## [Product Offering in TaxCycle Suite](https://www.protaxcommunity.com/t/product-offering-in-taxcycle-suite/12502)

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**Author:** [@mazhar](https://www.protaxcommunity.com/u/mazhar)\
**Replies:** 6\
**Last updated:** [June 24, 2026, 6:15pm UTC](https://www.protaxcommunity.com/t/product-offering-in-taxcycle-suite/12502 "2026-06-24T18:15:27Z")

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Can some help in understanding what is included in the items below? This is part of TaxCycle suite inclusions but not part of Tax Basics. GST, SERs, UHT, CPP forms collection

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## [Need upgraded T2 software](https://www.protaxcommunity.com/t/need-upgraded-t2-software/12465)

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**Author:** [@eronne53](https://www.protaxcommunity.com/u/eronne53)\
**Replies:** 2\
**Last updated:** [June 4, 2026, 4:34pm UTC](https://www.protaxcommunity.com/t/need-upgraded-t2-software/12465 "2026-06-04T16:34:12Z")

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TaxCycle T2 is certified for taxation years up to 2026/05/31. I have dissolution returns due with June 26 dates. Can’t wait until October

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## [CCA on buildings - default in Taxcycle](https://www.protaxcommunity.com/t/cca-on-buildings-default-in-taxcycle/12425)

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**Author:** [@Versa](https://www.protaxcommunity.com/u/Versa)\
**Replies:** 4\
**Last updated:** [May 28, 2026, 8:16pm UTC](https://www.protaxcommunity.com/t/cca-on-buildings-default-in-taxcycle/12425 "2026-05-28T20:16:07Z")

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Is there a way in options to have “Calculate CCA on buildings” deselected as the default on the T1 T776 CCA claim worksheet?

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## [Data Mining Question](https://www.protaxcommunity.com/t/data-mining-question/12381)

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**Author:** [@timboufford](https://www.protaxcommunity.com/u/timboufford)\
**Replies:** 1\
**Last updated:** [May 10, 2026, 1:10pm UTC](https://www.protaxcommunity.com/t/data-mining-question/12381 "2026-05-10T13:10:13Z")

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I would like to run a data mining for tax year 2025 by office ID That’s where i have my employees name under so i know when i bring up the engagement i can see who prepared it. Can anyone help?

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## [Looking for a file completion letter](https://www.protaxcommunity.com/t/looking-for-a-file-completion-letter/12370)

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**Author:** [@shayne](https://www.protaxcommunity.com/u/shayne)\
**Replies:** 2\
**Last updated:** [May 5, 2026, 9:31pm UTC](https://www.protaxcommunity.com/t/looking-for-a-file-completion-letter/12370 "2026-05-05T21:31:41Z")

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Hello TaxCycle Community, We are a firm that just completed our second year using TaxCycle & Tax Folder. One of issue/problem/inconvenience I want to try and solve before next year is automating the process of notifying…

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## [Feature Request -- Add "Print Label" To Quick Access Toolbar](https://www.protaxcommunity.com/t/feature-request-add-print-label-to-quick-access-toolbar/6436)

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**Author:** [@mike](https://www.protaxcommunity.com/u/mike)\
**Replies:** 12\
**Last updated:** [April 6, 2026, 11:37am UTC](https://www.protaxcommunity.com/t/feature-request-add-print-label-to-quick-access-toolbar/6436 "2026-04-06T11:37:25Z")

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Can you please add the “Print Label” function to the list of selectable items for the "Quick Access Toolbar? Thanks in advance…

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## [Refund/balance owing (T1s) vs Balance owing (T2s)](https://www.protaxcommunity.com/t/refund-balance-owing-t1s-vs-balance-owing-t2s/12142)

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**Author:** [@Amy](https://www.protaxcommunity.com/u/Amy)\
**Replies:** 5\
**Last updated:** [March 27, 2026, 5:40pm UTC](https://www.protaxcommunity.com/t/refund-balance-owing-t1s-vs-balance-owing-t2s/12142 "2026-03-27T17:40:01Z")

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Would it be possible to have these little windows (which I love!) be formatted similarly?! I get messed up every tax season when I do a T2 that has a refund, thinking that they have a balance owing when I see this, espe…

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## [DocuSign ID Verification and TaxCycle integration](https://www.protaxcommunity.com/t/docusign-id-verification-and-taxcycle-integration/12107)

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**Author:** [@erica](https://www.protaxcommunity.com/u/erica)\
**Replies:** 0\
**Last updated:** [March 19, 2026, 10:47pm UTC](https://www.protaxcommunity.com/t/docusign-id-verification-and-taxcycle-integration/12107 "2026-03-19T22:47:36Z")

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Hi, I tried implementing ID verification with DocuSign this year and it appears to not be working. I thought I had set it up in DocuSign so that it would always do the ID verification since we cannot select it from TaxC…

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## [TaxCycle CCA & T777 Preview](https://www.protaxcommunity.com/t/taxcycle-cca-t777-preview/12039)

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**Author:** [@aaron.doucet.cpa](https://www.protaxcommunity.com/u/aaron.doucet.cpa)\
**Replies:** 5\
**Last updated:** [March 17, 2026, 3:23pm UTC](https://www.protaxcommunity.com/t/taxcycle-cca-t777-preview/12039 "2026-03-17T15:23:37Z")

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Good afternoon ProTaxComunity, we expect to release an update by early next week to take the preview off of the T777, as well as a T2 & T1 CCA update to account for the changes in our software for bill C-15 RIIP (reaccel…

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## [Editing letters](https://www.protaxcommunity.com/t/editing-letters/12014)

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**Author:** [@Amy](https://www.protaxcommunity.com/u/Amy)\
**Replies:** 9\
**Last updated:** [March 11, 2026, 10:33pm UTC](https://www.protaxcommunity.com/t/editing-letters/12014 "2026-03-11T22:33:51Z")

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Are we no longer able to edit letters? I have edited the letters in the template editor to suit my preferences, but sometimes I like to edit the individual letter before I print it for my client in the program, depending…

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## [Pension splitting for dependant couple in Taxcyle](https://www.protaxcommunity.com/t/pension-splitting-for-dependant-couple-in-taxcyle/12055)

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**Author:** [@Versa](https://www.protaxcommunity.com/u/Versa)\
**Replies:** 0\
**Last updated:** [March 11, 2026, 2:36pm UTC](https://www.protaxcommunity.com/t/pension-splitting-for-dependant-couple-in-taxcyle/12055 "2026-03-11T14:36:50Z")

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I have 2 couples set up in one file as a family. They all live in the same household. The elderly couple are the parents and dependants of the primary couple. I set them up in the same file for ease of transferring medic…

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## [Removing Form from Favourites Bar](https://www.protaxcommunity.com/t/removing-form-from-favourites-bar/12044)

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**Author:** [@alex.prusova](https://www.protaxcommunity.com/u/alex.prusova)\
**Replies:** 7\
**Last updated:** [March 10, 2026, 8:21pm UTC](https://www.protaxcommunity.com/t/removing-form-from-favourites-bar/12044 "2026-03-10T20:21:30Z")

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Hello everyone, I’m struggling to remove items from my Favorites Bar. When I right-click an item, the “Remove Favorite” option is grayed out and unclickable. Does anyone know how to resolve this and delete them successf…

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## [Error on AFR](https://www.protaxcommunity.com/t/error-on-afr/12041)

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**Author:** [@Stargazer](https://www.protaxcommunity.com/u/Stargazer)\
**Replies:** 5\
**Last updated:** [March 10, 2026, 3:41pm UTC](https://www.protaxcommunity.com/t/error-on-afr/12041 "2026-03-10T15:41:38Z")

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My AFR download has an error I’ve never seen. Tax data was found for download but issues were encountered. Some parts of the data that were not retrieved may be available when these issues are resolved at a later time. …

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## [Edit on the fly - Gone](https://www.protaxcommunity.com/t/edit-on-the-fly-gone/12030)

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**Author:** [@mjeconsulting](https://www.protaxcommunity.com/u/mjeconsulting)\
**Replies:** 2\
**Last updated:** [March 9, 2026, 12:13am UTC](https://www.protaxcommunity.com/t/edit-on-the-fly-gone/12030 "2026-03-09T00:13:46Z")

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T2 Module: My engagement letter is on 2 pages with just the lines for the signature on the bottom of page 1 and just the text that is normally under signature and signing date on the second page. I used to be able to ed…

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## [Shortcut to go to "home screen"](https://www.protaxcommunity.com/t/shortcut-to-go-to-home-screen/12027)

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**Author:** [@asifnana](https://www.protaxcommunity.com/u/asifnana)\
**Replies:** 3\
**Last updated:** [March 8, 2026, 11:13pm UTC](https://www.protaxcommunity.com/t/shortcut-to-go-to-home-screen/12027 "2026-03-08T23:13:19Z")

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If I am in a clients file and want to to go “home screen” of Tax cycle is there a shortcut for this?

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## [TaxCycle 15.1.60757 Release Live](https://www.protaxcommunity.com/t/taxcycle-15-1-60757-release-live/11965)

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**Author:** [@aaron.doucet.cpa](https://www.protaxcommunity.com/u/aaron.doucet.cpa)\
**Replies:** 5\
**Last updated:** [March 8, 2026, 4:34pm UTC](https://www.protaxcommunity.com/t/taxcycle-15-1-60757-release-live/11965 "2026-03-08T16:34:32Z")

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Good afternoon ProTax, We have released this afternoon, the release 60757 (Full release notes HERE) is now live, and can be accessed from our downloads page HERE. This release launches our new Gmail and outlook integrat…

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## [Curly Code For Spouse Line 15000](https://www.protaxcommunity.com/t/curly-code-for-spouse-line-15000/12021)

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**Author:** [@asifnana](https://www.protaxcommunity.com/u/asifnana)\
**Replies:** 10\
**Last updated:** [March 6, 2026, 6:57pm UTC](https://www.protaxcommunity.com/t/curly-code-for-spouse-line-15000/12021 "2026-03-06T18:57:29Z")

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What is the curly field code to pull Line 15000 on spouse return for my template editor

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## [Review Notes - Pound Sign £ Issue fixed](https://www.protaxcommunity.com/t/review-notes-pound-sign-issue-fixed/9759)

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**Author:** [@Customer555](https://www.protaxcommunity.com/u/Customer555)\
**Replies:** 11\
**Last updated:** [March 6, 2026, 4:45pm UTC](https://www.protaxcommunity.com/t/review-notes-pound-sign-issue-fixed/9759 "2026-03-06T16:45:46Z")

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Recently I noticed the pound sign besides certain review notes. At first, I thought that it was some issue after I updated the software an that it would be fixed eventually. However, after a couple of weeks it didn’t dis…

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## [Code for "newline" or "carriage return"?](https://www.protaxcommunity.com/t/code-for-newline-or-carriage-return/12020)

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**Author:** [@Nezzer](https://www.protaxcommunity.com/u/Nezzer)\
**Replies:** 0\
**Last updated:** [March 6, 2026, 4:57am UTC](https://www.protaxcommunity.com/t/code-for-newline-or-carriage-return/12020 "2026-03-06T04:57:54Z")

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Is there a way to add a second line for your “Organization name” (for use in letters/templates)? I am hoping there is a code that can be inserted in the appropriate field in Options (such as ASCII code 13, or a “\\n” char…

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## [CLetter Template - spacing below Letterhead](https://www.protaxcommunity.com/t/cletter-template-spacing-below-letterhead/11995)

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**Author:** [@h.spence](https://www.protaxcommunity.com/u/h.spence)\
**Replies:** 5\
**Last updated:** [March 4, 2026, 3:03pm UTC](https://www.protaxcommunity.com/t/cletter-template-spacing-below-letterhead/11995 "2026-03-04T15:03:54Z")

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Does anyone know if it is possible to reduce the space between the header and the date. I have checked all the lines and paragraph settings to ensure there is no spacing before or after, but the spacing never changes …

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## [Adapting templates and invoices in TC](https://www.protaxcommunity.com/t/adapting-templates-and-invoices-in-tc/12002)

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**Author:** [@Stargazer](https://www.protaxcommunity.com/u/Stargazer)\
**Replies:** 2\
**Last updated:** [March 4, 2026, 3:02pm UTC](https://www.protaxcommunity.com/t/adapting-templates-and-invoices-in-tc/12002 "2026-03-04T15:02:21Z")

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I have set up custom templates for the client letter, engagement letter, invoices, emails, and a few other things. I also added blanks (letter, fax) ,so I can create letters (to cra, clients, etc) right in the appropriat…

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