Get started with CaseWare RCT - Staff

This topic applies to CaseWare ReviewCompTax.

Learn more about CaseWare ReviewCompTax

Before you get started with CaseWare RCT, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

  1. Start an engagement

  2. Perform the acceptance or continuance procedures

  3. Plan the engagement

  4. Perform fieldwork

  5. Conclude the engagement

  6. Archive and lock down

Want to watch the Get Started video series? click here.

Note: You can use CaseWare ReviewCompTax exclusively to complete a corporate tax returns. See Perform a CaseWare RCT tax engagement for more information.

Want the PDF version? click below.

CaseWare RCT Getting Started Guide (PDF)