Engagement planen
Hinweis: Caseware Taxflow supports 2022 tax exports for CCH (Axcess / Prosystem fx) for C-Corporations, S-Corporations and Partnerships.
To start planning your engagement, open the 1-100 Engagement set up checklist from the Documents page. Review the procedure responses to ensure the engagement data is accurate.
To change the Entity type:
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Select the current entity type.
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On the Entity Details page, select the Edit icon (
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Update the Country of Registration to the United States of America.
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Select a supported Organization Type and select Save.
You may need to refresh your engagement to view your changes.
If you need to change the Year end date procedure response, select the Entity name on the top-left. In the Engagement Properties popup, use the calendar to choose the new year end date.
Finally, select the tax software that you want to prepare the export file for.
After reviewing your engagement data, you can proceed to the 1-100Q Financial data and general entity information queries and responses query to request additional information from your client. To learn more, see Client correspondence (Queries).
If you have all the information you need, you can proceed to importing your client’s data using a variety of sources. To learn more, see Import the client’s data.
