Navigation and Toolbar

You may find that, when changing Lead Schedules to consolidated view, you receive the following error:  This is due to an abbreviation missing from either the parent or subsidiary(s) entity.   1. Go to the Engagement tab and select Consolidate. ... Read More

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... Read More

If the Issue window is blank, as in the below image:   1. Ensure the Issues Pane is open. 2. Right-click on the relevant issue from within your Issues pane. 3. Select Settings and Customize Types.   4. Select the Issue Type in the Issue... Read More

There is no set convention for file naming with Caseware but we do suggest: Including the year of the accounts within the name. The maximum number of characters that can be used is 230 in total for the entire file path. It is also common for the... Read More

By default, the working trial balance includes Caseware account codes in all new files. If you want to import your own (or another accounting software’s codes) the first step is to remove the standard codes. 1. Ensure there are no... Read More

1. In order to check what ePacks you have installed, select the Home icon to navigate to your Digital Dashboard.   2. Once the Digital Dashboard has loaded, use the Other docs dropdown menu to select Support information.   3. The dashboard will... Read More

To create and print a list of all issues raised in a Caseware engagement, an automatic document can be used. 1. Under the Document tab, select the New drop-down menu and Automatic Document.   2. Give the document a Number and choose Issues as... Read More

To show additional CaseView windows as tabs rather than separate windows. As default, the multiple document windows mode is turned off. To turn this on. 1. Within Working Papers, head to Tools then Options.   2. Beneath the Interface tab, select... Read More

1. Open the consolidation tree, in Working Papers access the Engagement tab and select the Consolidate button.   2. Click New to create a new subsidiary entity beneath the selected parent entity.   3. Input the name of the subsidiary,... Read More

Caseware's Print Batch function includes the option to print only completed documents (or export them to PDF). 1. Select Engagement and Print Batch. 2. Use the Document Filter dropdown to choose Fully Completed Documents.   3. Use Select... Read More