Link DoxCycle and TaxCycle Files

Updated: 2024-09-25

You can link DoxCycle PDF files with TaxCycle T1, T2, T3, T4/T4A and T5 files. If you use Carry Forward and Link, this happens automatically. If you create a standalone DoxCycle PDF, you can link it to a TaxCycle file later.

Linking allows you to:

• Open a DoxCycle PDF from TaxCycle
• Open a TaxCycle file from DoxCycle
• Jump between the source slip and the related data entry form in TaxCycle (and vice versa)
• Post data from DoxCycle to TaxCycle
• Print a tax return back to a DoxCycle PDF

A DoxCycle PDF can contain a principal taxpayer, one spouse/partner and any number of dependants. You can create one DoxCycle PDF for all family members or create separate DoxCycle PDFs for each person create separate DoxCycle PDFs for each person. For example, you can keep the documents for the principal taxpayer and spouse together in one PDF and those for adult dependants in a separate PDF. 

TaxLink From DoxCycle

1. Open or create a DoxCycle PDF, adding at least one taxpayer name to the file.
2. On the Home menu, click TaxLink menu and select the taxpayer. Of the return is open in TaxCycle, DoxCycle attempts to match it to the names in the file. If the return is not open, browse for and select it.
   
3. DoxCycle links the taxpayers with those in the TaxCycle file. Review and adjust the matches as needed.
4. Leave a match blank to link a taxpayer to a different TaxCycle file later. 
5. Leave the box checked to automatically update the selected TaxCycle file(s) with the relevant linking information to also save the matches in the TaxCycle file.
6. Click OK.
   
7. Save both the DoxCycle and TaxCycle file.

Create a DoxCycle PDF from TaxCycle

Add a Spouse or Dependant to a DoxCycle PDF

Depending on how you first created the DoxCycle PDF, it may occur that you have linked DoxCycle and TaxCycle files for one taxpayer (such as the principal taxpayer), but then still wish to link in other taxpayers (such as a spouse or dependant) to the same DoxCycle PDF.

1. Open a coupled or family TaxCycle tax return. 
2. Go to the return for the taxpayer you wish to link to the family’s DoxCycle PDF.
3. Click the TaxLink button, then select Link to connect to the DoxCycle PDF to the same file already linked with another family member.
4. This will open the DoxCycle PDF (if it isn’t already open) and add the link to it and the TaxCycle file.
5. Save both the DoxCycle PDF and the TaxCycle file to retain the link. (You can turn on an option to save both files if you save one. See the Save, Folder and File Options in DoxCycle help topic.)

Create a Separate DoxCycle PDF for a Spouse or Dependant 

1. Open a coupled or family TaxCycle tax return. 
2. Go to the return for the taxpayer you wish to link the family’s DoxCycle PDF.
3. Click the TaxLink button, then select Create to start a new DoxCycle PDF for the current taxpayer. 
4. This will open a new DoxCycle PDF (if it isn’t already open) and add the link to it and the TaxCycle file.
5. Save both the DoxCycle PDF and the TaxCycle file to retain the link. (You can turn on an option to save both files if you save one. See the Save, Folder and File Options in DoxCycle help topic.)

Unlink DoxCycle and TaxCycle Files

To unlink from within DoxCycle:

1. Open the DoxCycle PDF.
2. Open the TaxCycle tax return.
3. Click TaxLink button and select the taxpayer you want to unlink.
4. Save both the DoxCycle PDF and the TaxCycle files. 

To unlink from within TaxCycle:

1. Open the TaxCycle tax return.
2. Open the DoxCycle PDF.
3. If required, go to the return for the taxpayer you wish to unlink from the DoxCycle PDF.
4. Click the TaxLink button, then select Unlink for the taxpayer. 
5. Save both the DoxCycle PDF and the TaxCycle 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, and click on Sharing.
3. Check Automatically save linked TaxCycle file(s) when saving DoxCycle files and DoxCycle will also save each DoxCycle PDF that is currently open. 
4. If you check the option to automatically close linked TaxCycle file(s) when closing DoxCycle files, the DoxCycle PDF will only close the file without prompting you to save it when there are no changes it in. 
5. Click OK to save your changes.