There isn’t a completely separate topic in DoxCycle help, but the following are excerpts from this help topic:
Note: I realize it doesn’t address if you ALREADY have separate DoxCycle files and you want to link them. I need to check in with others tomorrow about that. It is possible that we could improve the process for that scenario.
Linking to multiple DoxCycle files for family members
Both TaxCycle and DoxCycle files can contain a principal taxpayer, one spouse/partner and any number of dependants.
You have the option to create one DoxCycle file for all family members. Or, you can create separate DoxCycle files for each taxpayer if you want to. For example, for adult children who are in university, so they can have a copy of just their tax return and source documents.
Keeping the tax returns together in a TaxCycle file allows you to take advantage of TaxCycle’s family returns calculations, but keeping a separate DoxCycle file for the dependant allows you to provide a copy just for that dependant.
To do this, it’s all a matter of setting up the correct the links. Here’s one way to set that up:
- Create a new TaxCycle file and DoxCycle file for the principal taxpayer.
- In TaxCycle, view the dependant’s return.
- Click the TaxLink button.
- Choose Create, so create a new, separate file for the dependant.
Now, you can post information from the each DoxCycle file to TaxCycle. It doesn’t matter that they are separate. TaxCycle will sort where to place using each taxpayer’s identifying information.