The information in the Caseware trial balance can be exported to TaxPrep (*.TT) or ProFile (*.GT2) according to the tax codes assigned to the accounts. Tax codes are automatically attached to the client’s accounts when you complete the mapping process. You can review the current tax codes by jumping to the Working Trial Balance (CTRL+W) and clicking on the Tax tab.
If you are exporting to TaxPrep or ProFile, go to Engagement > Properties and set the Tax Vendor to either TaxPrep or ProFile. This will provide the opportunity to perform a direct import into your TaxPrep or ProFile client tax document. You will need to set the path to either the new file you wish to be created or the path to the existing file that will be overwritten.
Take note of the following:
The connection between Caseware and TaxPrep or ProFile is not dynamic.
If you make a change in Caseware, you must export that information from Caseware (Engagement > Export - Tax Software), and then import the information into TaxPrep or ProFile.
There is no mechanism to import information from TaxPrep or ProFile back into Caseware.
For more information on exporting to TaxPrep or ProFile, refer to the Caseware help documentation (F1).
