Release updates

Note: Caseware Taxflow supports 2022 and 2023 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

  • UltraTX CS

To get the latest compliance content in your engagement files, update your template to the latest version of Caseware Taxflow. For more information, see Update your firm template.

Spring 2024 release changes

Release Date Content Version Updates
June 12th, 2024 v.2.225.0

New features and enhancements added. To learn more, see What’s new.

Winter 2023 release changes

Release Date Content Version Updates
February 28th, 2024 v.2.220.0

New features and enhancements added. To learn more, see Caseware Taxflow Winter 2023.

Summer 2023 release changes

Release Date Content Version Updates
January 10th, 2024 v.2.210.0

  • Fixed an issue in the Tax groups assignment page where the text was not properly displayed when the table was resized.

  • Fixed an issue where queries documents were not properly displaying their content when accessed by contacts.
November 8th, 2023 v.2.210.0

  • Fixed an issue in Schedule K where the Final tax balance was multiplied by 10 incorrectly.
September 13, 2023 v.2.210.0

  • Support for 2022 tax exports for CCH (Axcess / Prosystem fx) for Partnerships.

  • Interactive welcome guide.

To learn more, see Caseware Taxflow Summer 2023.

Market release changes

Release Date Content Version Updates
June 21, 2023 v.2.200.0

  • Support for 2022 tax exports for CCH (Axcess / Prosystem fx) for S-Corporations.

  • Tax reclassifying adjustments for Schedule L - Balance Sheet can be posted.

To learn more, see Caseware Taxflow Market Release.

2.160.0 Beta changes

Release Date Content Version Updates
May 3, 2023 v.2.160.0

  • Fixed a calculation issue for the Net income/loss and Final tax balances on the Schedule M-1 tab in the 1120- C-Corporation income tax return.

  • Fixed a technical issue on the Tax groups assignment form that causes some C-Corporation Tax groups to not be associated with a default Financial Group.
March 30, 2023 v.2.150.0

New features for OnPoint Taxflow Beta added.

Beta supports 2022 tax exports for CCH (Axcess / Prosystem fx) for C-Corporations.