Create a New DoxCycle PDF

Updated: 2024-01-09

To create an empty DoxCycle PDF for a taxpayer:

  1. On the DoxCycle Start screen, click Create a new file.
    Screen Capture: Create a new file
  2. For T1, T4 and T5 returns, select the tax year.
  3. Enter the names of all the people or organizations that will be included in this file. You must provide the name of at least one taxpayer or organization. As you complete the Additional Names (or Additional Corporations, Trusts, etc.) fields, a new row appears so you can add as many taxpayers as you need. You can always add more taxpayers later using the Edit Taxpayers button.
  4. If available, enter the social insurance number (SIN) for any individuals.
    Screen Capture: Enter Taxpayer Names
  5. For T2 and T3 returns, enter the tax year end in for the organization.
  6. Enter the Year End for any organizations.
  7. Click OK to create the file.
    Screen Capture: Enter corporation name

If you want to post amounts from DoxCycle to TaxCycle T1, you must also link it with a tax return. See Link DoxCycle and TaxCycle Files help topic.