Save, Folder and File Options

Updated: 2024-09-25

DoxCycle stores all the documents into a single, standard, multi-page PDF file which can be opened later by any standard PDF reader, like Adobe Reader. 

Press Ctrl+S or click the Save button regularly as you work to save your changes. 

You can save files to your local computer or to a network drive. However you must have write permissions to save to a network folder. You can keep the files separate from your TaxCycle files or in the same folder. It’s up to you. TaxCycle and DoxCycle both store the full path to the linked file.

Save DoxCycle and TaxCycle Files at the Same Time 

1. To open Options from the Start screen, click Options in the green bar on the left side. If you have a file open, go to the File menu, then click Options.
2. On the left side of the dialog box, expand the DoxCycle section, then click on Sharing.
3. Check Automatically save linked TaxCycle file(s) when saving DoxCycle file and DoxCycle will also save each DoxCycle file that is currently open. 
4. If you check the option to Automatically close linked TaxCycle file(s) when closing DoxCycle file, DoxCycle will only close the file without prompting you to save it when there are no changes in it. 
5. Click OK to save your changes.

Default Folders for Saving DoxCycle PDFs

Set the default folder for opening and saving files in DoxCycle Options:

1. To open Options from the Start screen, click Options in the green bar on the left side. If you have a file open, go to the File menu, then click Options.
2. On the left side of the dialog box, expand the DoxCycle section, and click on Folders.
3. Enter the path to the folder where you want to save pages you extract from a DoxCycle PDF.
4. Enter the path to the folder where you want to save pages you extract for upload to the CRA.
5. Enter the path to the folder for importing source documents.
6. Check the box to Use monitored folder as default to use the monitored folder as default or set a custom folder path for the Import button and Create from import functionality. 
7. Check the Allow adding document to custom classifier box to allow DoxCycle to classify documents. See the Add Documents to Classifier help topic to learn more about the DoxCycle classifier.
8. Expand the section for each type of source document folder—T1, T2, T3, T4 or T5 Folders—and set the path for each year of DoxCycle files. 
9. If you are sharing this path in an Options Profile, make sure you use a UNC file path so that other computers can find it. For example, \\MyComputer\Tax Returns
10. Click OK to save your changes.

Default DoxCycle File Name

By default, the DoxCycle file name contains the names of the taxpayer or taxpayers in the file. You can also add the tax year in the file name.

1. To open Options from the Start screen, click Options in the green bar on the left side. If you have a file open, go to the File menu, then click Options.
2. On the left side of the dialog box, expand the T1/TP1, T2, T3, T4 or T5 section, and click on File Naming.
3. Check the box to Prepend Tax Year to File Name.
4. Click OK to save your changes.