Link Sidebar

Updated: 2022-05-09

  1. The Link sidebar shows you a list of all the files related to the current taxpayer's return. (Some of this information also appears on the Linked Files page, on the Info screen under the File menu.)
  2. The sidebar shows linked DoxCycle files, prior-year returns, attached files, and documents imported into the return.
  3. Click on the entry to open it in the Windows® default program.
  4. Click the buttons on the right of an entry to refresh a carryforward, refresh the prior year or open the file.
  5. Right-click to access more options like expanding and collapsing the view, or opening the containing folder in Windows®.

Screen Capture: Link Sidebar