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:
-
Select the New engagement item icon (
) and then Tax adjustments.The Tax adjustments form opens in a new tab or browser.
-
From the Type of adjustment drop-down, select either Tax reclassifying adjustment or Book-to-tax reconciliation adjustment.
-
Enter a reference number in the Ref column and a description in the Description column.
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Select the applicable Tax Schedule and Tax Group, then enter the Amount.
-
To add or delete a tax form row, select the Add (
) or 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.
