What's new - CaseWare RCT Fall 2021 (v1.1993.0)

Here is a listing of what's new for the CaseWare ReviewCompTax Fall 2021 release.

Signature Electronic Signature log in PDF format

You can now view and download a signature log in PDF format for documents that were electronically signed by clients in query documents.

To learn more, see Review contact responses and Attach documents to an engagement file.

Enhanced procedures in financial statement areas in checklists

To enhance the overall workflow experience, additional instructions have been added to procedures in the financial statement area checklists. The instructions include prerequisites, reference information and links to relevant documents to help you complete the checklists.

Enhanced procedures in FSA checklists.

Hide sub-level headings for notes in financial statements

In the 6-20 Financial statements document, the Notes Print Settings now include an option to automatically hide sub-level headings for notes in the PDF output if there are no subsequent notes in that group.

The Hide sub-level headings option in the Notes Print Settings.

The option to hide sub-level headings in the PDF output is also available for individual notes in the More actions menu if there are no subsequent notes in that group.

To learn more, see Set up the print options in the financial statements and Hide sub-level headings for a note.

Hide note heading.

Multiple signoffs for a role

You now have the option to allow more than one user to sign off on a role. To enable multiple signoffs for a role, go to the Engagement Settings dialog then select Roles | Multiple Signoff.

To learn more, see Modify signoff roles.

Print settings for tax returns

When printing tax returns, you now have the option to customize the print settings. You can customize the disclaimer, configure the header and create bulk print preferences directly within a tax form.

To learn more, see Print tax returns.

PEG content updates

CaseWare RCT now supports the 2021 CPA Canada PEG form content updates. In the event there is reason for withdrawal, you have the option to record your conclusion in 5-95 Worksheet - Withdrawal.

Form Extent Description of Revisions
5-95 – Worksheet — Withdrawal New New worksheet to document situations where withdrawal from a review engagement may be the appropriate conclusion.