Call us today @ 1-888-841-3040
TaxCycle and DoxCycle, end-to-end workflow for your tax practice... Download a trial today!
In the heat of tax season, managing millions of documents—from invoices to slips, statements, receipts and more—can be the bane of any tax preparer's existence. Why spend your time sorting through papers?
No matter what kind of real or virtual shoebox your client brings you, DoxCycle can handle the slips receipts and other tax source documents. Scan paper documents alone or in batches. Drag and drop emails and attachments straight into DoxCycle. Import documents from CDs or USB drives as well. And the image format doesn't matter: PDF, jpg, png, gif, bmp...
Scan or import T4, T5, T4A(P), T4A(OAS), T4E, RC62, RC210 slips (more slips coming soon) and post the box amounts to TaxCycle T1 tax returns.
For other documents, pop the window next to your tax software on a wide-screen monitor, so you can easily read and enter amounts. Set up a link between the files and DoxCycle will open the right form for data entry into your tax software based on what source document you're looking at. Or, you can add boxes and import for data entry.
DoxCycle reads the taxpayer name and type of document and uses this to organize the file. So, you can batch scan that stack of documents and let DoxCycle sort them by person, category and form. In minutes you have an organized file to work with.
DoxCycle automatically organizes the following documents:
Charitable Donations • Child Care Expenses • Employment Expenses • Expenses • Instalments • Invoices • Medical Expenses • Notice of Assessment • Notice of Reassessment • NR4 • NR4(OAS) • Political Contributions • Professional Dues • RC62 • RC210 • Receipts • RRSP Receipts • Statements • Statement of Employment • Student Loan Interest • T1-DD • T1A • T3 • T4 • T4A • T4A(NR) • T4A(OAS) • T4A(P) • T4A(RCA) • T4PS • T4RIF • T4RSP • T5 • T10 • T101 • T183 • T737-RCA • T1032 • T1043 • T1135 • T2202 • T5003 • T5006 • T5007 • T5008 • T5013 • T5013A • TL2 • TL11A • Union Dues
What about those few documents that aren't easily identified? DoxCycle's classification assistant helps you quickly organize them too!
In cases like medical expense receipts and charitable donations, where you can claim receipts either spouse's tax return, use the Page Assistant to attach receipts to the taxpayer who is actually claiming the amount. Just hover your cursor over the top of the form to view the Page Assistant and then change the "owner" or categorization of the form on the Page Assistant bar at top of each form.
If the world was perfect, clients would bring in ALL their source documents when they come in to see you. Chances are a client will miss something, or receive late slip. Unlike some other source document scanning programs, you can add new documents at any time. (And, with DoxCycle's Document History feature, your firm has an audit trail of when each slip or form was added, updated or otherwise modified.)
We've embedded Adobe® PDF technology directly into DoxCycle. As you import files from different formats and methods, DoxCycle creates a standard, multi-page PDF file. This means you can share DoxCycle files with your clients or colleagues and they can open them in a standard PDF reader.
In case there are some illegible numbers you are trying to verify, DoxZoom allows you to magnify an area to see all the details. Simply click and draw a rectangle on the document. The highlighted area appears in a pop-up window.
Use Preparer and Reviewer checkmarks at on each document to ensure you've had two sets of eyes on the data. For a second level of communication and review, you can add annotations to a particular document. Choose from different types of review marks to make your point, just as you would with a paper copy: arrows, checkmarks, memos and stamps.
Subsequent referrals to the client's tax returns can be 100% digital; paper files can stay in their shelves, collecting dust. In the case of EFILE receipt request backup, you can quickly access the digital files stored in DoxCycle. If you also have a fax server on your computer systems, you can send the document to CRA directly through their fax information collection line. A full audit can look for all receipts, invoices, mileage records, canceled checks, meals and entertainment, office in house documentation, etc. All of which can be handled swiftly through your digital records.
While you can use DoxCycle on it's own, using it with TaxCycle gives you extra benefits. Scan and import documents straight from within TaxCycle. Attach documents to forms or fields. Create a new TaxCycle file from an existing DoxCycle file, or start a new DoxCycle PDF from within TaxCycle. Extract data from slips into tax returns. Synchronize the view and scrolling of forms and related source docs. Archive the final tax return back into a DoxCycle PDF to send your clients a single file.
try now buy now
Contact Us
Phone: 1-888-841-3040
Stay up-to-date on the latest news.
Recommended
Minimum
Recommended Scanners
DoxCycle Documentation
Developer Network and API