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File information and history

Updated: 2017-10-10

File information

  1. With a file open, click the File menu, then Info.
  2. Click the Copy button next to the file path to copy the path to the clipboard.
  3. Click the Folder next to the file path to open the folder where the file is saved.

file-information-copy

Taxpayer information

  1. With a file open, click the File menu, then Info.
  2. Click on the taxpayer name to see the workflow summary for the taxpayer. See the Workflow groups and tasks help topic.
  3. Click the Detach taxpayer button to move the taxpayer into a separate file.
  4. Check Show Workflow before saving to show File Information each time you save the file. 

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File history

  1. With a file open, click the File menu, then Info.
  2. Click History to see an audit trail of actions for all taxpayers in the file, including the spouse and any dependants.
  3. Click the Copy button to copy the entire history to the clipboard.
  4. A entry is recorded for most actions performed in the file. Each history entry shows the:
    • Date and Time of the action.
    • Preparer performing the action.
    • A short description of the Event.
    • The software Version used for the action.
  5. Click the column headings to sort the entries.
  6. For transmission or electronic services attempts (such as EFILE and AFR), click the Save button to save a copy of the XML file transmitted or the response received.

file-history

Linked files

TaxCycle keeps track of the files related to the tax return. This includes the files a return was carried forward from (prior year file) and the DoxCycle file the return is linked to.

To see a list of these files:

  1. With a file open, click the File menu, then Info.
  2. Click Linked Files.
  3. Click the Open button to open the linked file.
  4. Click the Refresh carry forward button to update the carry forward.
  5. Click the Remove link button to sever the link to the file.

linked-files