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Create a DoxCycle PDF

Updated: 2017-01-25

When you create a DoxCycle PDF, you must choose a tax year and provide the name of at least one taxpayer. If you are using both TaxCycle and DoxCycle, it's easy to pull the taxpayer name—along with any spouse and dependants—from an existing TaxCycle file.

You can create DoxCycle PDF files to store source documents for T1, T2, T3, T4/T4A and T5 returns.

To post amounts from DoxCycle to TaxCycle, you also need to link the PDF with a tax return. Do this when you create the file, using the From a TaxCycle T1 return option on the DoxCycle Start screen, when you Carry forward and link from TaxCycle, or the TaxLink button in either program (more details below and on the Link DoxCycle and TaxCycle files help topic). 

You must install both TaxCycle and DoxCycle on your computer to create and link files in one step.

Carry forward and link

If you have a prior-year tax return, you can carry forward that return and create the linked DoxCycle file in one step. (Learn more about bringing forward prior year returns in the Carry forward returns help topic.)

  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.

Create a DoxCycle file from an open tax return

Avoid re-typing the taxpayers' names by creating the DoxCycle file from a TaxCycle tax return.

  1. Open a tax return in TaxCycle T1.
  2. Open DoxCycle.
  3. On the DoxCycle Start screen, click on the blue T1 button.
  4. Click From a TaxCycle T1 return.
  5. DoxCycle automatically takes the year and the taxpayers' names from the TaxCycle file, including spouse and dependants.
  6. Click OK to create the DoxCycle file.
  7. Save (Ctrl+S) in TaxCycle and in DoxCycle to retain the link between the two files.

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Create a DoxCycle file from within TaxCycle

If you already have a TaxCycle T1 or T2 return open, use the TaxLink button to create a linked DoxCycle PDF. 

  1. Open DoxCycle.
  2. Open a tax return in TaxCycle T1.
  3. View the return of the taxpayer, spouse or dependant for whom you want to create a PDF.
  4. Click the TaxLink button and select Create to start a new DoxCycle PDF for the current taxpayer or organization. (Use this option if you want to create separate PDF files for spouse and dependants. See the Link DoxCycle and TaxCycle files help topic for tips on how to do this.)
  5. To create a file for all family members in a TaxCycle T1 file—principal taxpayer, spouse, and any dependants with full returns—select Create family file.
  6. Save (Ctrl+S) in TaxCycle and in DoxCycle to retain the link between the two files.

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Start a blank DoxCycle file

If you do not have an existing TaxCycle file, or you want to create a new DoxCycle PDF for corporate source documents:

  1. Open DoxCycle.
  2. On the DoxCycle Start screen, click on the module depending on what type of file you want to create.
  3. Click Create a new file.
  4. Select the tax year (for T1 individual returns only). 
  5. Enter the names of the all taxpayers (people, trusts, corporations, etc.) that will be included in this file:
    • You must provide the name of at least one taxpayer or organization. 
    • As you complete the Additional Names (or Additional Corporations, Trusts, etc.) fields, a new row appears so you can add as many taxpayers as you need. 
    • You can always add more taxpayers later using the Edit Taxpayers button. 
  6. If possible, enter the SIN for individuals. This information helps TaxCycle recognize the slips for that taxpayer.
  7. Enter the Year End for any organizations.
  8. Click OK to create the file.

 If you want to post amounts from DoxCycle to TaxCycle T1, you must also link it with a tax return. Learn how in the Link DoxCycle and TaxCycle files help topic.

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Create a DoxCycle PDF from scan

Create a DoxCycle PDF at the same time as you scan documents into the file.

  1. Place the documents in the scanner.
  2. Open DoxCycle.
  3. On the DoxCycle Start screen, click on the blue T1 button.
  4. Click Create from scan.
  5. Select the tax year.
  6. Enter the names of at least one taxpayer that will be included in this file. 
  7. Click OK to create the file and start the scanner.

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Create a DoxCycle PDF from import

Create a DoxCycle PDF at the same time as you import documents into the file.

  1. Open DoxCycle.
  2. On the DoxCycle Start screen, click on the blue T1 button.
  3. Click Create from scan.
  4. Select the tax year.
  5. Enter the names of at least one taxpayer that will be included in this file. 
  6. Click OK to create the file and open a dialog to browse for and import documents.

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