Linking one TaxCycle file to multiple DoxCycle files
Both TaxCycle and DoxCycle files can contain a principal taxpayer, one spouse/partner and any number of dependants.
You have the option to create one DoxCycle file for all family members. Or, you can create separate DoxCycle files for each taxpayer if you want to. For example, for adult children who are in university, so they can have a copy of just their tax return and source documents.
Keeping the tax returns together in a TaxCycle file allows you to take advantage of TaxCycle's family returns calculations, but keeping a separate DoxCycle file for the dependant allows you to provide an archive PDF for just that dependant.