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Video: How to install and activate TaxCycle
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Migrating to a new computer
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Settings and options
Video: Setting Options
Video: Options Profiles
Options Profiles
Preparer and firm
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Client Manager
Video: Client Manager intro
Client Manager setup
First-time Client Manager setup
Connect to a Client Manager
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Set up a Client Manager server
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Client Manager window
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Video: Client Manager searching
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Export to Excel
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DT Max® carryforward
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Carry forward and plan
Refresh a carryforward
Carry back to a prior year
Batch carryforward
Preparing returns
TaxCycle Start screen
Video: Navigation basics
Video: TaxCycle Time-Saving Features
Main TaxCycle window
Prepare sidebar
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Jump links and drill down (F6)
Slips and multi-copy forms
Find in form
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Import data
Smart Copy/Paste
Video: Excel integration with TaxCycle
Import forms from Excel
Import slips from Excel
Import slips (Legacy)
Import slips from CRA XML
Import GIFI
Download from Auto-fill my return (AFR)
Prior-year returns
Review tools
Video: Review tools basics
Review messages
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Tape (calculator)
Data monitors
Work with data monitors
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Data monitor expressions
Timer
Snapshots and variance
Detect calculation changes
Electronic filing (EFILE)
Video: EFILE and more...
T1013 form and electronic filing
T183 form
T1 EFILE
T1135 EFILE
Pre-authorized debit (PAD)
ReFILE and T1-ADJ
TP1 NetFile Québec
Transmit multiple
Transmit family
Batch transmissions
T2 Corporation Internet Filing
RC59 business consent form
T106 EFILE
T1134 EFILE
T2 AGRI EFILE
Alberta AT1 Net File
CO-17 Online Filing
Internet file transfer (XML)
Error: Remote name not resolved
Internet file Québec relevés
Filing on paper
Bar code contents
T1 paper filing (T1 Condensed)
Electronic services
Video: Auto fill my return (AFR)
Auto-fill my return (AFR)
AFR SlipMatch
Video: Express NOA
Express NOA
T2 Auto-fill
Québec Tax Data Download (TDD)
T1 personal tax
Video: Preparing a basic T1
Couples, families and dependants
Video: Family returns
Couple/uncouple spouses
Dependant and family returns
Dependant tax credits (Dep, DepEx, DepCredSum)
Immigrants, emigrants and non-residents
T1 Optimizations
Forms and worksheets
T1 Info worksheet
T1 Engagement worksheet
Bankruptcy
Provincial forms and credits
Child care expenses (T778)
Disability amount (T2201)
Donations
Fitness and art amounts
Video: Foreign income and tax credits
Foreign income and tax credits
T10 slip (PAR)
RC62 (UCCB statement)
Tuition (S11, T2202A, TL11)
Schedule 3 and S3M
Sale of principal residence (S3)
Video: Tax on Split Income (TOSI)
T1206 Tax on Split Income (TOSI)
Climate Action Incentive (S14)
Video: T2125 Business Statements
Business statements (T2125)
Video: T776 Rental Statements
Rental statements (T776)
Video: Motor Vehicle Expenses
Motor vehicle expenses
Video: CCA and Assets
CCA and Assets
Video: T777 Employment Expenses
Employment expenses (T777)
Multiple jurisdictions (T2203)
Video: Overview of TaxCycle summaries
T1 Summaries
T7DRA remittance form
T7DR(A) pre-printed remittance form
Planning
Video: Billing and Invoicing
Billing and invoicing
Export invoices to QuickBooks®
Québec TP1
Video: Preparing Québec Relevés and TP1 returns
Start a TP1 return
Quebec relevés (RL) in T1/TP1
TP1 Schedule K (TPK)
TP1000 authorization form
TP1008 Consent to online notices
MR-69 authorization form
Print/PDF Québec TP1 returns
DoxCycle
Video: DoxCycle
DoxCycle Start screen
Create a DoxCycle PDF
Scan and import documents
Choosing a scanner
Scan source documents
Import source documents
Monitor a scanning station
Fujitsu ScanSnap
Organize
Document index
Edit taxpayers
Page Assistant
Multi-page documents
Unclassified documents
Custom document outlines
Add documents to classifier
Deleted documents
Link documents
Link DoxCycle and TaxCycle files
Jump between DoxCycle and TaxCycle
Print return to DoxCycle
Extract data and post to TaxCycle
DoxCycle review tools
Find in DoxCycle (F4)
Zoom and view
Review check marks
Annotations
Custom stamps
Filter menu
Respond
Add a current year tax return to DoxCycle
Create a separate PDF
e-Courier from DoxCycle
DoxCycle options
Scanner options
Data extraction options
Save, folder and file options in DoxCycle
T2 corporate tax
Video: Intro to TaxCycle T2
Create a T2 tax return
T2 Pre-Validation
T2 Auto-fill (AFR)
General Index of Financial Information (GIFI)
GIFI import
Enter GIFI codes
Corporate Linking
T2 forms and worksheets
Corporate information (Info) worksheet
T2 Optimizations
Schedule 8 CCA and Assets
Video: Accelerated CCA, Schedule 14, and more...
Accelerated CCA
S9, S23, and CGI worksheet
Schedule 10, AT1 Schedule 14, and class 14.1
CDA worksheets and the T2054
T2 AgriStability and AgriInvest forms
T1044 Non-profit organization (NPO)
TaxConstants worksheet
Request a T2 WAC
T2 Corporation Internet Filing
T2 Attach-a-doc
Alberta AT1 Net File
CO-17 Online Filing
CO-17 Paper Filing
Amending a T2, CO-17 or AT1 return
FRRMS Submit e-Documents
Slips and relevés
Videos: Preparing slips returns
Slip options
Create or carry forward a slips return
Find and navigate individual slips
Prepare T4 and T4A slips
T4/T4A Info worksheet
Enter T4 or T4A slip data
T4 adjustments to CPP, EI and PPIP
T4 reduced EI
Québec RL-1 and RL-2 relevés
T2200 Conditions of employment
Prepare T5 slips
T5 Info worksheet
Enter T5 slip data
Québec RL-3 relevés
Request missing slip information
Slips summary
Slips internet filing
Québec RL internet filing
Print/PDF slips
SlipSync
T3 trust tax
Create a T3 return
T3 beneficiaries and allocation
T3 Optimizations
Extension for T3 stub period
NR4 slips for non-resident trust beneficiaries
File T3 returns and T3/NR4 slips
Print/PDF T3 returns and T3/NR4 slips
Québec TP-646 trust returns
T5013 partnership tax
Partner and Allocation worksheets
S1WS Partnership income
Print/PDF T5013 returns and slips
Preparing a partnership return
Amending T5013 and TP-600 partnership returns and slips
T3010 charity return
Forms module
Print, PDF and email
Video: Print and PDF
Print/PDF options
Printer and PDF output options
Print/PDF a single form
Print/PDF a tax return
Export from TaxCycle to DoxCycle
Print/PDF TP1 returns
Print/PDF slips
Print/PDF T3 and NR4
Print/PDF T5013
Email a PDF
e-Courier from TaxCycle
Batch email
Microsoft Outlook 2003
Batch print/PDF
Batch print labels
Workflow tools
Video: Workflow groups and tasks
Workflow groups and tasks
File information and history
Mark a return as "Will not be filed"
Templates
Template Editor
Video: Template Editor
Personalize a letter
Template files and folders
Multi-year templates and roll forward
Selecting templates for print
Types of templates
Snippets: letterhead and closing
Email templates
Label templates
Invoice templates
Formatting templates
Page breaks
Tables
Find and replace ("we" to "I")
Text formatting
Template code
Field codes
Conditions
Operators and functions
Specifying the person
Repeatable sections
Listing slips
Client details
Addresses and phone numbers
Numbers and currency
Dates
Transmission and filing
Refund and balance owing
Workflow ids
Sample code: T1DD direct deposit
Sample code: Tuition transfer from a dependant
Custom field data
Security
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In-use file locking
Password protection
Bitdefender
Encrypt a Windows folder
Data locking
Support
Support Request
Download
Auto-update files
Remote Help
Newsletter Sign-Up
Online Community
News
Updated: 2017-08-21
The green bar at the top of each DoxCycle page is called the
Page Assistant
. Use the Page Assistant to edit details about the document, instead of using the document index. Changes made here update the index.
Bookmark
a page to mark it in the index.
Click the
review check mark
once to indicate a first review (blue check mark). Click again for a second review (green check mark). Click a third time to remove all check marks (grey check mark).
Type in the first field to change the
document type
. This field auto-completes based on the types available within the document outline.
Type in the second field to change the
document issuer/description
. This field auto-completes based on items you’ve typed before.
To associate this page with a different
taxpayer
, choose a different taxpayer from the drop-down list.
Click the
link button
to open the linked document in TaxCycle.
Click the
blue arrow
to highlight the page in the index.
Click the
trash can
to delete the page. See "Deleted items" on page 50.
Click the
wrench
to see additional tasks, such as rotating the page, saving the page as a separate PDF or sending us feedback.