CasewareDocs
New in Caseware Cloud Engagements 2026-10See what's new

Tax group assignment

You can review or modify tax group mappings in the account properties window or the Assign Accounts page.

To modify tax groups in the account properties window:

In the account properties window, update Secondary grouping structures. If the full list of tax groups doesn't display, select the Include zero-balance items check box.

S Corp selected under Secondary grouping structures in the Account window, with Include zero-balance items selected.

To modify tax groups on the Assign Accounts page:

  1. Select Data | Assign Accounts.

  2. In the Grouping structure drop-down menu, select the entity type that matches the engagement.

    Note: All three entity types currently appear in the Grouping structure drop-down menu. In a future release, only the entity type that matches the engagement will appear.

  3. Assign accounts to the appropriate tax groups.

    The Grouping structure drop-down menu on the Assign Accounts page, with S Corp selected.

For more information, see Assign accounts to groups.