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Spreadsheets

What kind of things can we do in a spreadsheet (key words, etc.) to help DoxCycle know how to classify the document to the correct category and the correct taxpayer? Specifically for business schedules, rental schedules, medical expenses…

Maybe add the form number to top corner?

Slightly off-topic, but on slips that have both spouse’s names, would be great if Doxcycle bases its recognition on the social insurance number, in the first place…

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