In the heat of tax season, managing thousands of documents can be the bane of any tax preparer's existence.
Why spend your tax season sorting through papers? Scan all the paper slips and receipts, and import electronic documents into a single, organized PDF.
No matter what kind of real or virtual shoebox your client brings you, DoxCycle handles the slips, receipts and other tax source documents. Then, sit back and let DoxCycle do the heavy-lifting for you.
DoxCycle is included in the Complete Paperless Tax Suite and the Paperless Office. It is also available as a stand-alone module.
Gather a client's paper slips and receipts into your scanner and press Start. DoxCycle scans each one into a PDF and organizes them by type and taxpayer.
Have electronic documents from your clients? Import them into DoxCycle to sort and organize by taxpayer and document type, just like scanned slips.
DoxCycle recognizes hundreds of different types of forms, slips, receipts and statements, and organizes them automatically into 50 different categories.
Drag and drop an email message with attachments onto the window. DoxCycle strips the attachments and adds them to the PDF.
Link T1, T2, T3, T4, T4A and T5 returns to related DoxCycle PDFs. Quickly jump from a taxpayer's return right into the related slip, receipt or source document.
DoxCycle reduces manual data entry by using OCR (Optical Character Recognition) to extract the tax data from scanned slips for posting into TaxCycle T1.
Save on filing space. Print the tax return back into the DoxCycle PDF. Always have an archive copy of the return with source documents for your clients.
Quickly extract a separate PDF of receipts or statements for upload if the CRA, Revenu Québec or other government authorities request more information.
Find out for yourself why thousands of tax preparers have already switched. Get up and running in just 10 minutes with your free trial of the TaxCycle Suite. Seamlessly carry forward returns from DT Max®, Cantax®, Taxprep® and ProFile® software.
| RETURNS | |
|---|---|
| Number of PDF archives | Unlimited |
| Number of slips and receipts per taxpayer | Unlimited |
| Supports T1 returns from | 2012 onward |
| Supports T2 returns from | 2011 onward |
| Support T3, T4/T4A, T5 files | |
| SUPPORTED SCANNERS | |
| TWAIN-compliant scanners | |
| Non-TWAIN scanners (like Fujitsu ScanSnap) | with alternate configuration |
| IMPORT DOCUMENTS FORMATS | |
| Drag and drop email message with attached files | |
| Import PDF, JPG, PNG, GIF, BMP, TIF | |
| SUPPORTED CATEGORIES AND DOCUMENT TYPES FOR ORGANIZING DOCUMENTS | |
| Receipts and Expenses: Charitable Donations, Child Care Expenses, Medical Expenses, Professional Dues Receipt, Public Transit Expenses, RRSP Receipt/Statement, Student Loan Interest, Union Dues Receipts | |
| Slips and forms: NR4, NR4-OAS, RC210, RC62, T1A, T1DD, T3, T4, T4A(OAS), T4A(P), T4A, T4A-NR, T4A-RCA, T4E, T4PS, T4RIF, T4RSP, T5, T10, T101, T183, T600, T737-RCA, T1013, T1032, T1043, T1135, T2200, T2202, T2202A, T5003, T5006, T5007, T5008, T5013, TL11A, TL2 | |
| Other: Invoice, Notice of Assessment, Instalment Payment Information, Slip Instructions, Statements | |
| Classification assistant to help with organizing documents that aren't automatically recognized | |
| Create custom document outline | |
| EXTRACT AND POST DATA TO TAX RETURNS | |
| Automatically extract data from: T3, T4, T5, T4A(P), T4A(OAS), T4E, T5007, RC62, RC210, medical expenses, donation receipts, RRSP contributions | |
| Add boxes to other slips for posting: T101, T2202/T2202A, T4A-RCA, T4PS, T4RSP and TL11A | |
| Post into a new slip or into existing slips | |
| INTEGRATION WITH TAXCYCLE | |
| Post slip data into TaxCycle T1 | |
| Open equivalent form and slip in TaxCycle automatically | |
| Create DoxCycle file from within TaxCycle | |
| Print TaxCycle tax return back into a DoxCycle file | |
| ONLINE SERVICES | |
| Save separate PDF documents for upload to CRA | |