I sent this directly to Taxcycle; however, i figured that I would post here for comments as well;
Scanning and recognizing the boxes on slips for a basic return works relatively ok; however, once the return
gets more complicated, Doxcycle has issues.
If I have many T3 slips that include the detailed summary, tax cycle places this information all over the
place. I then have to spend my time reorganizing the slips and summaries to they are together.
It is almost like you need a basic scan, “moderate” scan, and “advance” scan options
Let me explain, a basic scan would be exactly what we are doing now, place everything in the scanner and hit
scan, many practitioners would be ok with this,
The “moderate” scan would provide a popup box before the scan takes place allowing you to choose in the
most efficient manner the type of source document that we are dealing with and allow you to define the issuer. We also need a box for account number added since I can have several CIBC T3 slips with many account numbers. The
account numbers would need to import to Taxcycle as well. having this type of import would eliminate when you import a ten page document and then have to go and fix the order of the import because Doxcycle decided that the 5th
page of the will was a donation slip because the person requested that the estate donate 10,000 to a charity. It would also eliminate me going to go to each page to add the issuer if I want it;
The “advanced” scan is a little harder to explain. There needs to be a process to scan and define on the
go. For instance, I should be able to define several scan options like the print options in Taxcycle, Depending on the client I am dealing with, I would select the option most suited.
The scan option have Doxcycle ask for each document in the order (either spouses/children together or
not depending on settings) set in the scan option template (default would be the T1 source documents), For example, if my template is T3, T4, Donations then Medical, Doxcycle would ask me for the T3 slips, then it would ask for the T4
slips, donations, then the medical slips in order with me having to click continue, a no slip button, or skip taxpayer button to continue the import;
The nice thing about this is, when I have finished the T3 slips indicated in my example, you have several options to enhance this.
For example, after the T3 slips were scanned, you could show us each of the slips imported on a pop up screen
showing the numbers ocr’d. the preparer could then verify the slips at that time ensure that the name was copied correctly and add an account number etc . You could use the same format as Taxcycle input screen with
the pdf beside it. You could also define the slip you want to match in Taxcycle at that time to allow for a batch post to Taxcycle;
therefore, I can correct the errors on the T3 slips before I go onto the T4 slips under the above.
The advanced scan would reduce the number of scanned documents being placed in the wrong category since we
would be feeding them to the program in the order asked for. It would also allow firms do define the process for using Doxcycle for return preparation.
I hope this makes sense. I know that this is likely a pie in the sky request, but hey it cannot hurt to
Some more issues/suggestions with Doxcycle
You need to find a way to ignore the second slip on a page when doing your ocr and the
second slip is the same.
Same thing with importing a CPP slip, Doxcycle keeps adding boxes down in the slip notes area.
Imports to Taxcycle need all the information, medical slips need taxpayer if you want it, and date;
If you do not know what box to use on import since there is an option, have it defined in Doxcycle;
If I change the source document type and there was a slip box associated with the old
source that does not apply to the new source, please delete the boxes (maybe a confirmation would be in order);
Linking of Doxcycle to other modules other than T1;
Maybe add a confirm signature and scan T183/T1135/T1013 to doxcycle option in Taxcycle T1 to save the clicks to open and scan the T183/T1135/T1013 after filing;
Still need aDoxcycle rollover for slips I receive early for next year’s T1
preparation. A good example of these would be Donations, medical,
purchase documents, cpp death benefit, OAS and regular CPP slips that are
received early. When you roll the Taxcycle file, the Doxcycle file should
roll as well carrying forward the slips you want carried forward. (Mentioned above already)
It would be nice if we could search the documents like ocr’s pdf files;
Still need to ocr the year on the slips;
Nice if there was some way to define a scan of a slip as amended
Ability to edit the issuer drop down options
I know it is a long laundry list, but as mentioned early, one can dream can’t he.
Just to clarify on the “advanced” scan for slips (all source documents), I should be able to define each type of slip individually or have an “all:” T slip option as well or better yet, the ability to group T1 source documents together so the group is scanned at the same time rather than individually.