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Get started with Caseware Taxflow (Legacy) - Staff

This topic applies to engagements created with Legacy selected in the Year drop-down menu of the Caseware Taxflow dialog.

Before you get started with Caseware Taxflow, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

  1. Start the engagement.

  2. Plan the engagement.

  3. Import the client's financial data.

  4. Review assigned tax groups to the financial accounts.

  5. Post tax adjustments.

  6. Review tax schedules.

  7. Export final tax balances.

  8. Complete the engagement.

  9. Archive and lock down the engagement.