Caseware Taxflow

What's New

• New in Caseware Taxflow

• Release updates

• Known Issues

Release History

• Caseware Taxflow Fall 2024

• Caseware Taxflow Winter 2023

• Caseware Taxflow Summer 2023

• Caseware Taxflow Market Release

Get Started

• Get started - Firm Administrator

• Get started - Staff

• Get started - Contact

Engagement Setup

• Start the engagement

• Consolidation setup

• Modify signoff roles

Planning

• Plan the engagement

• Client correspondence (Queries)

• Import client's data

• Tax-only engagement support

• Tax group assignment

• Tax groups

Tax Preparation

• Tax schedules

• Form 8825 Rental real estate income and expenses of a Partnership or an S Corporation

• Tax adjustments

Conclusion

• Perform a tax export

• Complete the engagement

• Archive and lockdown the engagement

• Carry forward a Caseware Taxflow engagement