Known issues

Note: Caseware Taxflow supports 2022, 2023 and 2024 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

  • UltraTax CS

The following known issues affect the current version of Caseware Taxflow.

Property values temporarily disappear in 1-550 Tax groups assignment

In non–tax-only engagements, the Property column values in 1-550 Tax groups assignment may appear blank after collapsing and expanding financial groups. This is a display issue only and no data is lost.

Workaround: To restore the values, open the Property selector dialog for any row and select OK or Cancel. The property values will re-display once the dialog is closed.

Subtotal section missing Form 8825 column

The subtotal section, introduced in the previous release and displayed at the top of all tax forms and reconciliation forms, does not currently include a column for Form 8825 balances. A new Net rental income/loss column will be added in a future release.

Caseware Cloud Connector limitations on Reconciliation forms

When using Cloud Connector with the Reconciliation forms:

  • Accounts are not nested under their assigned tax groups; instead, they display as uncategorized items listed at the bottom of the form.

  • The Account Number field is not yet available.

  • The Account Name field is not currently provided, so account names are temporarily populated in the Tax group name field.