Modify signoff roles

This topic applies to Caseware ReviewCompTax.

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Caseware RCT offers the ability to customize sign-off roles. Custom sign-off roles allow you to define labels for preparer and reviewer roles that can also be used to create custom sign-off schemes.

RCT has 3 default roles:

  • Prepared By

  • Reviewed By

  • Partner Reviewed By

If your firm requires additional role types, you can create as many new roles as your firm requires. To view or customize your signoff roles, select the Information icon () at the top menu, then select Settings to open the Engagement Settings dialog.

To define signoff roles:

  1. Go to Signoffs | Roles.

  2. Select +Roles to add a new role.

    You can also modify the default roles.

  3. Enter the name of the new role and select either Prepare or Review to define the role as either a preparer or reviewer role.

  4. Select Multiple Signoff if you want to allow more than one user to sign off on the role for a document.

Define signoff roles.

You can use the arrows () to reorder your roles. You can delete a role by selecting the ().

Once you define custom roles, you can create custom sign-off schemes to track the required reviewer and preparer workflows on a document. To learn more, see Modify signoff schemes.