Client correspondence (Queries)

Hinweis: Caseware Taxflow supports 2022 tax exports for CCH (Axcess / Prosystem fx) for C-Corporations, S-Corporations and Partnerships.

When performing your tax work, you may need to collaborate with a contact to retrieve additional information. The interaction between a staff member and a contact in queries can be summarized in the following figure.

Interactions in queries between a staff member and a contact

To request information such as the trial balance, financial statements, taxation assessments, or general entity inquiries you can complete the 1-100Q Financial data and general entity information queries and responses query. You can also create and send a new query by selecting Create a document | Query.

After your contact provides the missing information, you’ll receive an email notification with their response. You can review their response and either accept or reopen the query.

To view a list of your queries, go to the Queries page.

Weitere Informationen finden Sie in:

  1. Create a query document.

  2. Send the query to contacts.

  3. Respond to a query.

  4. Review contact responses.

  5. Reopen a query.

  6. Complete a query.

  7. View queries (the Query dashboard).