SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
Fusion RCT (Review Compilation Tax)
SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
Fusion RCT (Review Compilation Tax)

Upload accounting files such as TaxPrep to Cloud

If you manage your tax work in TaxPrep, you can upload your TaxPrep files to Cloud in order to track and assign work on these files as you would with any other file type.

The procedure for adding a TaxPrep file is the same as adding any other file. After the file is uploaded, Cloud will automatically create an Other Engagement and store the TaxPrep file there.

To upload a file:

  1. Ensure that you have the Editor role or equivalent rights for the client entity.

  2. From the Cloud menu, select Files.

  3. Select New, and then choose Upload.

    Choose upload to upload a copy of a file on your local device.

  4. In the Entity Selector dialog, select the entity that this file will belong to.

    Select an entity from the list. You can enter part of the entity name in the field to narrow your results.

  5. In the File Upload dialog, select the Select Files button. Find the file in the Open dialog and click Open.

  6. In the Share Settings dialog, choose sharing options for the file, then select OK.

    Specify whether the uploaded file should be accessible to all staff who can see content for this entity. You can also allow the file to be shared with client contacts.

Was this helpful?

Yes
No
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.