Client correspondence (Queries)
Note: Caseware Taxflow supports 2022 and 2023 tax exports for C-Corporations, S-Corporations and Partnerships for the following tax vendors:
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CCH ProSystem fx® Tax
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CCH Axcess™ Tax
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Lacerte® Tax
When performing your tax work, you may need to collaborate with a contact to retrieve additional information. The interaction between a staff member and a contact in queries can be summarized in the following figure.
To request information such as the trial balance, financial statements, taxation assessments, or general entity inquiries you can complete the 1-100Q Financial data and general entity information queries and responses query. You can also create and send a new query by selecting Create a document | Query.
After your contact provides the missing information, you’ll receive an email notification with their response. You can review their response and either accept or reopen the query.
To view a list of your queries, go to the Queries page.
To learn more, see:
