Tax schedules

Caseware Taxflow includes tax schedules that are relevant to your organization type, where you can review tax adjustments and final tax balances. Depending on your organization type, applicable Tax schedules are available under the Tax preparation and export phase on the Documents page.

Tax schedules include the following tax information:

• Tax reclassifying adjustments

• Book-to-tax reconciliation adjustments

The Adjusted financial balances and Final tax balances are automatically calculated in tax schedules using the Final financial balances and posted tax adjustments.

Tax schedules can be exported to Microsoft Excel. Each tab can be exported individually. Where sub-groups exist, parent tax groups will be excluded from the export, to avoid data duplication.