Exporting to tax software
Problem:
Can CaseWare Working Papers export data to a third party tax package?
Solution:
Yes. Under File | Export | Tax Software is a function to provide export files for popular tax packages. Tax package listings are dependent on the tax jurisdiction setting in Engagement Properties. Tax exports are available for:
Canada
ProFile
TaxPrep
USA
ATX Max
CCH ProSystem fx Tax
GoSystem Tax
Lacerte Tax
ProSeriesUltraTax
The result of the export in all cases is a file or files that can either be opened by the tax package directly, or is formatted in such a way that the tax package can read it during an import session.
