What's new - Caseware Taxflow Fall 2026 Release

Here's a list of what's new in the Caseware Taxflow Fall 2026 release.

This release includes the following template versions:

• 2025: v2.307.0

• 2024: v2.309.0

• 2023: v2.306.0

• 2022: v2.307.0

Introducing the new version of Caseware Taxflow

Caseware Taxflow has been updated to use native Caseware Cloud functionality for tax group assignment, tax adjusting entries and tax reconciliation. Much of the existing functionality remains familiar, with these activities now integrated into the Data page.

Tax group assignment

You can now review and update tax group mappings directly on the Assign Accounts page or in the Account properties window.

On the Assign Accounts page, select the C Corp, S Corp, or Partnership grouping structure to assign accounts to the appropriate tax groups. In the account properties window, update mappings under Secondary grouping structures.

To learn more, see Tax group assignment.

Tax-only engagements

For engagements without an associated assurance engagement, import the client’s trial balance and assign accounts to tax groups using the Assign Accounts page.

You can also prepare tax group mappings in Excel using TB1 Trial balance import template (supports tax-only workflow), available on the Documents page. The template lets you select the entity type and assign a tax group to each account. You can also use Caseware Verity to automatically populate the tax group mappings.

When importing the completed template, map columns A to E and ignore the remaining columns:

To learn more, see Tax-only engagements.

Custom tax groups

You can now add custom tax groups directly on the Data page, at either the engagement or firm template level.

Select the appropriate tax grouping structure before adding a group. When creating a custom tax group, select the appropriate parent group within the hierarchy.

To learn more, see Tax groups.

Tax adjusting entries

You can now record book and tax adjusting entries through Adjustments, at either the Account level or Group level.

For group-level tax adjustments, select the appropriate tax grouping structure. Tax reclassifying and Book-to-tax reconciliation entries appear in separate columns in the tax reconciliation.

To learn more, see Tax adjusting entries.

Tax reconciliation

Tax reconciliation is now available directly on the Data page. Select the C Corp, S Corp, or Partnership grouping structure to view the corresponding reconciliation.

Book balance columns appear by default. Select Columns to display additional balances.

We recommend including:

• Tax reclassifying

• Book-to-tax reconciliation

• Tax Final

To learn more, see Tax reconciliation.

Migrate from Caseware Taxflow (Legacy)

The migration process depends on whether the engagement has an associated assurance engagement.

Engagements with an associated assurance engagement

Carry forward the engagement, then use Data | Datasets | Import from Caseware Cloud Engagement to import the updated balances.

Tax groups are linked to financial groups, which populate the tax reconciliation. Reapply any tax group mappings that were previously overridden.

Tax-only engagements

In the legacy engagement, select Excel export in 1-550 Tax groups assignment to export the trial balance and existing tax group mappings.

Update the current year balances and add or remove accounts as needed, then import the file into a new Taxflow engagement. Map columns A to E using the column types listed above.

Once the import is complete, the imported balances populate the tax reconciliation on the Data page.

To learn more, see Migrate from Caseware Taxflow (Legacy).

Transfer engagements from Working Papers

You can transfer Working Papers engagements to Caseware Taxflow using CloudBridge. Use the mapping file specific to your tax vendor and the required tax year.

Download the Caseware Taxflow CloudBridge mapping files:

To learn more, see Migrate from Caseware Taxflow (Legacy).