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.