What's new - Caseware Taxflow Winter 2026 Release (v2.2770)
Here's a list of what's new in the Caseware Taxflow Winter 2026 release.
2025 Tax code updates
Caseware Taxflow now supports the latest 2025 tax exports and tax codes for the following tax vendors:
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CCH ProSystem fx® Tax
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CCH Axcess™ Tax
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Lacerte© Tax
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GoSystem® Tax
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UltraTax CS
All supported tax vendors:
| Tax entity | 2025 code | Description | Change |
|---|---|---|---|
| S Corp, Partnership | 802A | Gross rents | Split from 802 Gross rents |
| S Corp, Partnership | 802B | Other income related to rental real estate activity | Split from 802 Gross rents |
| S Corp, Partnership | 808 | Interest Expense | Moved from 809 Interest |
| S Corp, Partnership | 809 | Legal & Other Prof Feeds | Moves from 808 Legal and other professional fees |
| S Corp, Partnership | 810 | Real estate taxes | New |
| S Corp, Partnership | 811 | Repairs | Moved from 810 Repairs |
| S Corp, Partnership | 817 | Other deductions (Form 8825 – Schedule A) | New |
| S Corp, Partnership | 817.A1 | Asset management fee | New |
| S Corp, Partnership | 817.A2 | Bad debt expense | New |
| S Corp, Partnership | 817.A3 | Building maintenance | New |
| S Corp, Partnership | 817.A4 | Common charges | New |
| S Corp, Partnership | 817.A5 | Contract services | New |
| S Corp, Partnership | 817.A6 | Debt extinguishment costs | New |
| S Corp, Partnership | 817.A7 | Ground rent | New |
| S Corp, Partnership | 817.A8 | Grounds maintenance | New |
| S Corp, Partnership | 817.A9 | Homeowner association fee | New |
| S Corp, Partnership | 817.A10 | Incentive fee | New |
| S Corp, Partnership | 817.A11 | Landscaping | New |
| S Corp, Partnership | 817.A12 | Leased employee expense | New |
| S Corp, Partnership | 817.A13 | Management fee | New |
| S Corp, Partnership | 817.A14 | Other taxes | New |
| S Corp, Partnership | 817.A15 | Prepayment penalty | New |
| S Corp, Partnership | 817.A16 | Reimbursed wages/salaries (reimbursed to management co.) | New |
| S Corp, Partnership | 817.A17 | Section 481(a) adjustments | New |
| S Corp, Partnership | 817.A18 | Tenant renovations | New |
| S Corp, Partnership | 817.A19 | Tenant services | New |
| S Corp, Partnership | 817.A20 | Turnover expenses | New |
| S Corp, Partnership | 817.A30 | Other | New |
Note:As of the date of this release, GoSystem® Tax has not yet implemented the 2025 Form 8825 tax code updates listed above. Exporting 2025 Form 8825 balances is not supported at this time. As a result, the imported trial balance may appear out of balance, and the 2025 Form 8825 amounts must be entered manually in GoSystem® Tax. Export support for additional tax vendors will be provided in a future release.
UltraTax CS
| Tax Entity | 2025 Code | Description | Change |
|---|---|---|---|
| S Corp | C21C | Div. on pref. public utilities | New |
| Partnership | 20B | Energy efficient commercial buildings deduction | New |
CCH ProSystem fx® Tax/CCH Axcess™ Tax
For information regarding 2025 tax codes and export behavior for CCH Axcess™ Tax and CCH ProSystem fx® Tax, please refer to the in-product messaging available within the 1-100 Engagement set-up and 2-500 Tax export documents in Taxflow. Export behavior for prior tax years remains unchanged.
Hide zero-balance rows
You can now hide rows with zero balances in Taxflow schedules to simplify your view and focus on relevant amounts.
This option affects display only and does not impact calculations or exports.
Correction to M101 calculation
In tax-only engagements, the M101 calculation for S-Corporations and Partnerships now correctly includes the book values of accounts mapped to Schedule K tax groups.
New tax groups added
The K04A Guaranteed payments – Services and K04B Guaranteed payments – Capital tax groups have been added for CCH ProSystem fx® Tax and CCH Axcess™ Tax for Partnership entities.
Note:Export codes are not available for these tax groups. As a result, the imported trial balance may appear out of balance after import.
Final tax income/loss display on tax reconciliation forms
The Final tax income/loss line on the Schedule M-1 tab of the 2-300/2-350/2-400 Tax reconciliation forms now populates.
Known issues
Book adjustments may not flow through to Tax Reconciliation forms
Book adjustments recorded in the Adjustments tab may not consistently flow through to the 2-300, 2-350, and 2-400 Tax Reconciliation Forms. This issue will be resolved in a future release.
Workaround: Open the 1-550 Tax Groups Assignment form. The Trial Balance Import pop-up will display indicating that calculations are running. Once the process is complete, the book adjustments will be pushed to the Tax Reconciliation forms.
