Your client's financial data, meticulously prepared and audited within Caseware Working Papers, now flows directly into TaxCycle returns.
This powerful, direct integration between Caseware and TaxCycle enhances accuracy, slashes review time, and frees your team to focus on what truly matters: providing exceptional client service and strategic tax advice.
Watch this video to see how Caseware's integration with TaxCycle directly imports GIFI data from Caseware Working Papers, populating the required schedules in corporate tax returns.
For details and pricing for Caseware Working Papers, visit caseware.com
For full instructions, see:
How do I export GIFI from Caseware?
Get up and running in just 10 minutes with a free trial of the TaxCycle Suite.
Carryforward a T2 return from your current tax software, or create a new TaxCycle file. Save and close the file.
In Caseware Working Papers, go to the Engagement menu, click the Export button and select GIFI.
Next, select Direct export to TaxCycle T2 and browse for the TaxCycle T2 file. Click OK to export and open the file in TaxCycle.
Support is free during your trial period. Email us or call 1-888-841-3040.
The TaxCycle Suite includes T1, TP1, T2, CO-17, T3, TP-646, RL-16, T4, T4A, RL-1, RL-2, T5, RL-3, T2202, T5013, TP-600, RL-15, T3010, TP-985.22, T5018, NR4, RL-24, RL-31, Forms, Data Mining, Client Manager, Template Editor and DoxCycle.
**The Xero team will contact you in line with their privacy notice. You can withdraw your consent at any time.
Get up and running in just 10 minutes with a free trial of the TaxCycle Suite.
Carryforward a T2 return from your current tax software, or create a new TaxCycle file. Save and close the file.
In Caseware Working Papers, go to the Engagement menu, click the Export button and select GIFI.
Next, select Direct export to TaxCycle T2 and browse for the TaxCycle T2 file. Click OK to export and open the file in TaxCycle.
Support is free during your trial period. Email us or call 1-888-841-3040.
The TaxCycle Suite includes T1, TP1, T2, CO-17, T3, TP-646, RL-16, T4, T4A, RL-1, RL-2, T5, RL-3, T2202, T5013, TP-600, RL-15, T3010, TP-985.22, T5018, NR4, RL-24, RL-31, Forms, Data Mining, Client Manager, Template Editor and DoxCycle.
**The Xero team will contact you in line with their privacy notice. You can withdraw your consent at any time.