Transfer note disclosures to a tax form

This topic applies to CaseWare ReviewCompTax.

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CaseWare ReviewCompTax lets users easily transfer note disclosures from the financial statements to a tax form. Note disclosures provide supplementary information on the financial statements.

To transfer note disclosures to a tax form:

  1. On the Documents page, open the S141D - Notes detail document from the TAX - GENERAL FEDERAL folder.

  2. Select Transfer.

    Transfer notes from the Financial Statements to a tax form.

If changes are made to the Notes to the Financial Statements section in the 6-20 Financial statements document, you need to re-transfer the notes.

To learn more, see Add a note from a library to the financial statements or Create a note in the financial statements.