What's new - Caseware Taxflow Fall 2025 Release (v2.276.0)

Here's a list of what's new in the Caseware Taxflow Fall 2025 release.

New features and enhancements

Tax-only Engagements Support

Caseware Taxflow now better supports tax-only engagements. You can import your trial balance and perform tax group assignments for engagements without an associated assurance file.

To get started, see Import the client's data for details on importing trial balances.

For more information, refer to Tax-only engagement support.

Notes:

  • In a future release, the Tax group column will be updated for non-tax-only engagements providing new enhancements, such as copy/paste functionality for tax groups and a tax group selection dialog.

  • In a future release, bulk assign functionality will be added for both tax-only and non-tax-only workflows. This enhancement will allow users to update tax groups to multiple accounts at once, rather than one by one.

Form 8825 – Rental Real Estate Income and Expenses of a Partnership or S Corporation

Caseware Taxflow now supports Form 8825 for reporting rental real estate income and expenses of Partnerships and S Corporations.

See Form 8825 Rental real estate income and expenses of a Partnership or an S Corporation for more details.

Notes:

  • Currently, only GoSystem is supported for Form 8825.

  • The following enhancements will be added in a future release:

    • Support for Lacerte, UltraTax CS and CCH Axcess/ProSystem fx

    • Inclusion of Form 8825 on Tax Reconciliation forms.

    • Ability to modify property information in 1-100 Engagement set-up after selecting Update engagement content.

Enhancements to 1-550 Tax Groups Assignment

The 1-550 Tax groups assignment form has been optimized for faster performance.

  • Columns no longer auto-size automatically, reducing load time delays.

  • A new Reload form button allows users to refresh the form if data (e.g., tax adjusting entries) does not flow through as expected.

Enhancements to 2-300 / 2-350 / 2-400 Tax Reconciliation Forms

The Tax Reconciliation forms have been rewritten for improved performance and accuracy. They now operate faster and no longer show discrepancies when compared to tax schedules.

Enhancements to 1-550 / 1-560 / 1-570 Tax Groups Forms

A new Update tax groups button has been added to the Tax Groups forms. When selected, it applies tax group changes across all related areas of the product. In addition, the Tax Groups forms now respond significantly faster during user input.

Consolidation Support

Caseware Taxflow now fully supports consolidated engagements.

  • Eliminating entries are correctly included in the calculation of Final consolidated balances.

  • Balances can now be retrieved from internal entities using Import from Caseware Cloud Engagement (previously limited to parent entities).

  • An Entity column has been added to distinguish identical account numbers across consolidated entities.

See Consolidation setup for more details.

Organization Type Support

Caseware Taxflow now offers full functionality regardless of organization type. Previously, functionality was limited to entities which had organization types set to C-Corporations, S-Corporations or Partnerships in Caseware Cloud.

If an entity type other than these is selected, a new procedure in 1-100 Engagement set-up will prompt the user to specify the entity type.

Subtotals on Tax Schedules and Reconciliation Forms

A new section has been added to the top of the 1120/1120-S/1065 tax schedules and 2-300/2-350/2-400 Tax reconciliation forms. It provides quick access to key totals, including:

  • Assets

  • Liabilities

  • Equity

  • Revenue

  • Cost of Goods Sold

  • Expenses

  • Pre-NOL taxable income or loss / Ordinary business income or loss

  • Final taxable income or loss

Cloud Connector Support on Reconciliation Forms

Cloud Connector is now enabled on the 2-300/2-350/2-400 Tax reconciliation forms.

For setup details, see Get started with Cloud Connector.

Note: In a future release, support will be added to retrieve account numbers through Cloud Connector in the reconciliation forms.

Progress Bar During Engagement Carryforward

A progress bar now appears during the engagement carryforward process, ensuring background calculations complete successfully.

GoSystem export

The export for GoSystem in 2-500 Tax export now directly exports final tax balances.