Exporting a Trial Balance to AlphaTax - with QuickVid

If you are using AlphaTax for your corporation tax submission but are using Caseware to produce your accounts, you can export your trial balance to use in AlphaTax.

In Caseware Working Papers, locate the Export button on the Engagement tab. There, you will find the option for AlphaTax.

You will be prompted to select a save location for a Text File (.csv), which you can use to import into AlphaTax.

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