TaxCycle Home | Products | Pricing | Events | Documentation | Support | Blog

Suggestion - NOA Category


#1

With the scanned documents I receive from clients, included among them will often be copies of the Notice of Assessment for the previous tax year.

I would otherwise put them under the following category in DoxCycle:

CRA Letter

Instead I’ve been putting them under the following custom category:

Notice of Assessment

Is there any way that this could be added to the default categories in DoxCycle?


#2

You can make as many source documents you want in addition to new folders in the options area.

You key in a new source document. Once it is created, the document will show up under the source documents and then you can drag it to a folder. If you want your own folder you can create it.

Just save your own profile and you are good to go.

As you can see, i have made my own list of folders and created notice of assessment documents.


#3

@james1 Thanks very much for sharing this!

Lots to learn about TaxCycle and DoxCycle!