Modify signoff roles

Note: Caseware Taxflow supports 2022 and 2023 tax exports for C-Corporations, S-Corporations and Partnerships for the following tax vendors:

  • CCH ProSystem fx® Tax

  • CCH Axcess™ Tax

  • Lacerte® Tax

  • GoSystem® Tax

Caseware Taxflow offers the ability to customize signoff roles. Custom signoff roles allow you to define labels for preparer and reviewer roles and create custom signoff schemes.

Caseware Taxflow has two default roles:

  • Prepared By

  • Reviewed By

If your firm requires additional role types, you can create new roles. To view or customize your signoff roles, select the Information icon () at the top menu, then select Settings to open the Engagement Settings dialog.

To modify signoff roles, see Define signoff roles.

To create custom signoff schemes to track reviewer and preparer workflows, see Set up signoff schemes.