What's new - Caseware Taxflow Fall 2024 Release (v2.232.0)
Here's a list of what's new in the Caseware Taxflow Fall 2024 release.
UltraTax CS tax vendor support
Caseware Taxflow now supports exports to UltraTax CS for C-Corporations, S-Corporations and Partnerships for years 2022 and 2023. To learn more, see Perform a tax export.
New user interface for trial balance imports from Excel or CSV
We’ve revamped the user interface for importing trial balance data from Excel or CSV files to support engagement files with a much greater number of accounts, as well as to bring us closer to providing a more tightly integrated, polished data acquisition user experience.
- Import Excel files containing formulas. This means you will no longer have to manually remove formulas used to calculate values before you import your data.
- Trial balance deletion
- Enhancements to trial balance reimport
- Dimensions for general ledger datasets
For more information, see Import the trial balance from a CSV or Excel file.
