Export GIFI data
CaseWare RCT allows users to export the General Index of Financial Information (GIFI) tax data from a GIFI Schedule form. If required, you can use the GIFI export file to migrate your data to a new third-party tax preparation software.
To export GIFI data:
On the Documents page, select a GIFI Schedule form.
From the Export drop-down, select GIFI Balances and FS notes, FS notes, or GIFI Balances.
You can use the downloaded .gfi file to import your GIFI data to a new tax vendor.
For more information on the discontinuance of the Tax component of CaseWare RCT, see Tax deprecation - FAQs.