Transfer note disclosures to a tax form
This topic applies to CaseWare ReviewCompTax.
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:
On the Documents page, open the S141D - Notes detail document from the TAX - GENERAL FEDERAL folder.
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.