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:
- With a file open, click the File menu, then Info.
- Click Linked Files.
- Click the Open button to open the linked file.
- Click the Refresh carry forward button to update the carry forward.
- Click the Remove link button to sever the link to the file.