Plan the engagement

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

  • UltraTax CS

To start planning your engagement, open the 1-100 Engagement set up document and complete the required information.

To change the Entity type:

  1. Select the current entity type.

  2. On the Entity Details page, select the Edit icon ().

  3. Update the Country of Registration to the United States of America.

  4. Select a supported Organization Type and select Save.

You may need to refresh your engagement to view your changes.

Specify the Tax Year applicable for your engagement.

Finally, select the tax software that you want to prepare the export file for.

After you have selected the required information, ensure the Confirm your selection button is selected for the applicable tax information to be loaded into the engagement based on the Tax year and Tax vendor applicable.

After reviewing your engagement data, you can proceed to the 1-100Q Financial data and general entity information queries and responses query to request additional information from your client. To learn more, see Client correspondence (Queries).

If you have all the information you need, you can proceed to importing your client’s data using a variety of sources. To learn more, see Import the client’s data.