Step 2: Scan or import slips into DoxCycle
Use DoxCycle to scan or import slips for the taxpayer (spouse and any dependants), just as you would any other source document:
At the same time as DoxCycle categorizes documents, it automatically extracts box amounts from slips.
If DoxCycle encounters a non-standard slip during this process, it add a warning to the slip:
- Hover over the icon to read the warning.
- Click on the Send us this slip as feedback link to send us a copy of the slip that is causing issues.
- If you want to remove a warning message from the slip, click the red x that appears when you hover over icon.
Please send us these non-standard slips so that we can add them to our tests and hopefully fix them for others in the future. (Any feedback sent is encrypted during transmission, and we do not share these test slips with anyone. So, your client information is protected.)