Documentation

We are creating a section for documentation topics. During the transition, older topics will remain this section under the support menu. The search box below searches both sets of pages.

Category: Entering data, Forms, Import/Export
Published: October 28, 2016 Corporate linking shares information between associated/related corporations. The data sharing is live when both files ...
Category: Forms, Reviewing returns
Published: October 6, 2016 Bulletins appear when you need to do something important like create a T1-ADJ, when a file is in use, or to upgrade...
Category: Entering data, Forms
Published: October 6, 2016 Use Smart Copy/Paste to share information on a form between two files. For example, to copy the Corporate Group Informat...
Category: DoxCycle Help, DoxCycle's review tools
Use stamps to add annotations to files. DoxCycle includes default stamps such as Concact Client, Calculation Required, Examine Prior Year and so on. Y...
Category: Getting started, TP1 Forms, TP1 Options, Getting Started in TP1

How to unlock and open TP1 forms and calculations.

Category: Getting started, Options

A few options to let you display as many or as few years as you wish on the Start screen. On a large screen, you can show everything. On a small screen, you can hide what you don't need. Let's look at TaxCycle T1 as an example...

Category: Options
You can set up TaxCycle to help you tell the difference between current-year and prior-year T1 returns when they are open together on screen. 
Category: Getting started, Options, Network and Sharing

TaxCycle Options Profiles make it easy to share settings with your entire office, choose which settings to share and easily copy settings to other computers.

Category: Getting started, Options, TP1 Options
When you save a file for the first time, the File Information appears by default. Learn how to turn this on or off, set default file names and folders.
Category: Getting started, Family returns, Workflow management

TaxCycle helps you keep track of the status of each return through a combination of an automatic history events and statuses you can manually set.

Category: Getting started

When you first open TaxCycle, you will see the Start screen. Here's a quick tour to get you started.

Category: DoxCycle integration, TaxCycle integration, Options, DoxCycle Options

In TaxCycle, there are two options that allow you to automatically save and/or close linked DoxCycle file(s) when you do the same action in TaxCycle. 

Category: Reviewing returns, Options

When you're ready to review  the tax return, click the Review button in the left sidebar. This opens the list of review messages. You can also press F9 to open the list.

Category: Working with forms, Entering data

Click the Prepare button on the far left to view the list of forms, grouped by category. 

Category: Working with forms, Entering data, Carry forward
After carrying forward a tax return, you can bring in values from the prior-year to use for planning. 
Category: Getting started, Working with forms, Entering data, Reviewing returns, Carry forward

Use TaxCycle to create a tax return and mark it for planning or training purposes.

Category: T2 Corporation Internet Filing, Alberta AT1 Net File

TaxCycle T2 includes an automatic workflow to help you file an amended T2 return. The CRA also allows you to electronically file amended returns…

Category: Printing and emailing from DoxCycle

How to create a separate PDF from a single document in DoxCycle.

Category: Troubleshooting

How to use Windows Update to install the .NET 4.6 framework.

Category: Reviewing returns, Client Manager, Batch actions

The Client Manager allows you to batch re-calculate returns to check for changes in the files and review messages. This is a quick way to check for changes in returns after a TaxCycle update or if you've changed your options.

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