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In this article
Recently viewed
- Consolidation setup
- Client correspondence (Queries)
- Index
- Carry forward a Caseware Taxflow engagement
- Archive and lockdown the engagement
- English (US)
- Tax deprecation FAQs
- Import and manage data
- Account details described
- Prepare a CSV or Excel file to import transactions or subledger data
- Index
- Review work programs
- Plan the engagement
- import a new trial balance
- Perform fieldwork
- Perform data analysis
- Settings
- Files
- Dataset types described
- Modify sign-off roles
- Modify sign-off schemes
- Import the client's data
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