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Carry forward and link to DoxCycle

Updated: 2016-12-22

If you use both TaxCycle and DoxCycle, you can carry forward a tax return and create linked TaxCycle and DoxCycle files all in one step. You must have both TaxCycle and DoxCycle installed on your computer in order to see this option.

  1. Open TaxCycle.
  2. On the Start screen, click on the blue T1/TP1 button.
  3. Click Carry forward and Link (Ctrl+Shift+R) or the green D with the purple swoosh.
  4. carry-forward-and-link

  5. If you're using the Client Manager, you can click Carry forward and link icon:
    Carry forward and link buttons in the Client Manager
  6. Browse to the folder where you saved last year's tax returns and select the file you want to carry forward. 
  7. Click the Open button.
  8. TaxCycle takes the identifying information from the prior-year return and uses it to create a DoxCycle file with the taxpayer name(s). At the same time, it creates a TaxCycle tax return containing the carry-forward data. 
  9. Save (Ctrl+S) in TaxCycle and in DoxCycle to retain the link.