Known issues

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

Book adjustments may not flow through to Tax Reconciliation forms

Book adjustments recorded in the Adjustments tab may not consistently flow through to the 2-300, 2-350, and 2-400 Tax Reconciliation Forms. This issue will be resolved in a future release.

Workaround: Open the 1-550 Tax Groups Assignment form. The Trial Balance Import pop-up will display indicating that calculations are running. Once the process is complete, the book adjustments will be pushed to the Tax Reconciliation forms.

Trial Balance Import pop-up with progress bar.