In the heat of tax season, sorting through endless papers and receipts wastes valuable time that could be spent on more important tasks. DoxCycle is designed to take the stress out of the process.
Scan or import all your client's slips and receipts into a single, well-organized PDF. DoxCycle efficiently organizes tax source documents, leaving you free to focus on preparing returns.
DoxCycle is available as part of the Complete Tax Suite and the Paperless Office, or as a stand-alone module.
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.
| FILES | |
|---|---|
| Number of PDF archives | Unlimited |
| Number of slips and receipts per client | Unlimited |
| Linking to tax return types | T1, T2, T3, T4, T5 |
| Years | 2012 onward |
| SCANNERS | |
| TWAIN 2.0 and higher | |
| Windows Image Acquisition (WIA) | |
| Alternate scanners via monitored folder | |
| FORMATS | |
| Drag and drop email message with attachments | |
| Import PDF, JPG, PNG, GIF, BMP, TIF | |
| DOCUMENT TYPES AND CATEGORIES FOR ORGANIZATION | |
| Receipts and expenses: charitable donations, child care expenses, medical expenses, professional dues, public transit expenses, RRSP receipts/statements, student loan interest, union dues | |
| 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 | |
| Invoice, notice of assessment, instalment payments, slip instructions, statements | |
| Classification assistant for unrecognized documents | |
| Custom document outlines to suit firm | |
| DATA EXTRACTION | |
| 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 or existing slip | |
| TAXCYCLE INTEGRATION | |
| Post slip data into TaxCycle T1 | |
| Automatically open corresponding form or slip in TaxCycle | |
| Create DoxCycle PDF from TaxCycle | |
| Print completed return back to DoxCycle | |
| REVIEW TOOLS | |
| Annotations and notes | |
| Review marks and sign off | |
| Save separate PDF documents for upload to CRA | |