“We have added a field to capture the Donation receipt number for posting to TaxCycle.”
Not the best idea. Maybe the worst idea.
Unless it was going to be completed by data extraction it creates a lot of work on data entry. Requiring at a minimum - signing off on it for posting.
Currently Doxcycle does a pretty good job of grabbing the names of charities and the amount of the donation. And posting to Taxcycle then works quite nicely.
If this stays it should be set as an option so it can be turned off. A couple of receipts it would not be a big deal but I have some clients with a 200 or more
There have been a lot of suggestions for this program over the years that have been ignored. Picking this suggestion and the implimentation of it over the many others is disappointing.
If you are talking about DoxCycle only, I don’t know what to say (I don’t use it). But the donation receipt number field has existed in TaxCycle for years (maybe always?), so it seems logical that DoxCycle would include it.
In TaxCycle, it is beneficial, if not imperative, to be able to track such receipt numbers, because most of us want to be sure that we are not letting our clients claim the same receipt twice (i.e. claimed in the year of issue, then again 2 or 3 or 4 years later).
Can’t see how that would happen as the receipts are all dated (NOT of course that clients don’t TRY to do that…). They’re either entered in current year or carried forward - and if missed, then adjusted to the year of claim.
I’ve had it happen several times. A client brings a bunch of donation receipts for year 20X1, and we enter them on the Donations worksheet. For whatever reason, it turns out to be more beneficial to “carry forward” (that is, in TaxCycle, without being reported on the tax return). We give back all the receipts, and the client letter states that their donations will be claimed in a future year. Next year, the client brings back all the same receipts, along with a bunch more receipts. We go through the whole stack and find some dated in 20X1 or earlier that the client had not given us the year before, as well as all the ones they DID bring the year before. If we hadn’t entered the receipt numbers in TaxCycle, we might end up recording some of the same receipts again in 20X2.
Even more worrisome, if a client brings receipts in 20X1 that cover several years, then gives us no donations receipts for the next 2 or 3 years, and perhaps in 20X4 brings us all their receipts that cover the last 5 years or more - how would we know which ones we had already recorded in TaxCycle for 20X1?
You mean, like, a scan of the actual receipt? Or is there some other feature that allows you to identify duplicate receipts in DoxCycle?
The Donations worksheet in TaxCycle does not record the date of the receipt - it only tracks the year that the receipt was entered into TaxCycle, which may not be the year the receipt was issued. Further, you can have multiple receipts from a single organization for the same year (i.e. CanadaHelps.org). If you have multiple receipts from the same organization in one year, each for the same amount (i.e. $50 per month), how can you tell if it’s a duplicate except by the receipt number?
I concur with Nezzer. I have had this happen in the past also maybe not to the same degree but it happens and I always enter the receipt number in taxcycle to identify the receipt later if necessary.
LOL. Sorry if it seems I hijacked your thread. But, I am trying to understand why you wouldn’t want DoxCycle to pull out the receipt number - does it not pull out ALL the information from each receipt? Or is the problem that DoxCycle does NOT pull out the receipt number, and is now forcing you to enter it manually?
Ah. I see. Then, you shouldn’t have to use the Donations Worksheet in TaxCycle at all (except that you can’t enter anything directly on S9 unless you override most of the fields, because everything on S9 pulls from the worksheet).
But, I still have the same question - how does DoxCycle prevent you from including duplicate receipts? If you scan in all the receipts from the client, and there happen to be duplicates (i.e. photocopies), does DoxCycle catch that error? Or do you physically check each receipt against your PDFs from the prior years? (To be fair, this is exactly what I get my staff to do, albeit using the receipt numbers on the prior years’ Donations Worksheet).
Hmm…maybe this goes to HOW one enters the receipts? Whether claimed or carried forward I have ALWAYS entered them in the year of donation in TC. Then, using the carryforward function in TC maintained the unclaimed balance.
So I never have duplication…if it ain’t dated in the current year, it doesn’t get claimed without checking the year of donation return.
Doxcycle does not pull the number currently although it does a reasanoable job of pulling the name and dollar figure. If it pulled the number it would likely be an OK addition. Right now it is just a blank box to be completed manually for every slip. The process is now more time consuming than previously.
Without the receipt # addition in Doxcycle, previously my one support staff would perform a review of what was imported and correct where necessary and then it would be posted to Taxcycle. No entry is completed in Taxcycle.
To answer your other question Doxcycle does not prevent me from duplication. I just visually check prior year Doxcycle files for any prior year receipts that have been included in with the current year receipts.
So if the purpose of this thread is to ask that the receipt number be included as extracted data in Doxcycle to populate the donation worksheet, then I would agree that this would be very useful.
I do use Doxcycle and appreciate the data extraction even if it is not perfect. Considering there is a box on the donation worksheet it would make sense to pull that from DoxCycle.
Since donation receipts tend to be non-standard, I don’t think DoxCycle is up to automatically scanning and picking up the receipt #. I stopped using DoxCycle a few years ago because there were few improvements year. This is definitely not a game-changer.
Yes that can be done but it all adds up to more time. More than anything I am just disappointed that this is what has been chosen as a upgrade to the program over the many other more significant improvements that have been suggested over the last few years.
Many may not be aware but Doxcycle was the first Trilogy offering before Taxcycle existed. It worked in conjunction with ProFile at the time. Seems like it is now the forgotten module.
@Arliss I’d agree with that…although it’s included in my bundle I often find it more troublesome than useful due to certain lacks. I still stuff all the PDFs in it – unfortunately cannot scan directly as I use an Azure server for data - and it does a somewhat OK job of those. But I find it inflexible for addiing “naming” and “classifications” - especially on the fly - and its ability with certain receipts, especially medicals located on the same page, which clients often do with Rx and small charitable receipts is sadly lacking.
