Tax

CaseWare Working Papers has been designed to share information with many different tax packages. 

• Export Working Papers data to various tax packages for more efficient tax return filing. Tax exports are categorized by jurisdiction set in the Engagement Properties | Name/ Address | Tax Jurisdiction drop-down.



• Export Working Papers data to Risk Alert: The Business Condition Analyst, Bank Link, CaseWare IDEA, and Alpha Tax.

Keystone pages

• Tax Codes

  Tax codes can be linked to the chart of accounts. Codes will need to be assigned to the chart of accounts and these balances can be exported to various tax packages for more efficient tax filing.

• Tax Exports (Canada)

  Export Working Papers data to GIFI or to various Canadian Tax packages.

• Tax Exports (U.S.)

  Export Working Papers data to various U.S. Tax packages.

• Other Tax Exports

  Export Working Papers data to Risk Alert: The Business Condition Analyst, Bank Link, CaseWare IDEA, and Alpha Tax.