Tax adjustments

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

When posting tax adjustments to your Caseware Taxflow engagement file, you can add tax reclassifying adjustments and book-to-tax reconciliation adjustments. After posting your adjustments, you can view them from the Tax adjustments summary page.

Post a tax adjustment

When posting a tax adjustment, you can add a tax reclassifying adjustment or a book-to-tax reconciliation adjustment.

To post a tax adjustment:

  1. Select the New engagement item icon (New engagement) and then Tax adjustments.

    The Tax adjustments form opens in a new tab or browser.

  2. From the Type of adjustment drop-down, select either Tax reclassifying adjustment or Book-to-tax reconciliation adjustment.

    Selecting the type of tax adjutment

  3. Enter a reference number in the Ref column and a description in the Description column.

  4. Select the applicable Tax Schedule and Tax Group, then enter the Amount.

  5. To add or delete a tax form row, select the Add (Add icon) or Delete icon (Delete icon ).

Hinweis: A warning displays if your tax adjustments are out of balance.

To view your tax adjustments, go to the Tax adjustments summary.

Tax adjustment summary