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FAQ

Taxware | I How do I change the expense rate on TaxWare?

Published:  08/08/2023
I  How do I change the expense rate on TaxWare?

  Answer:

First you will need to change the Expense rates on Caseware Time before Taxware

  • Open Caseware Time
  • Click on Setup
  • Click on Work Codes
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  • Click on the Work tab
  • Change the relevant amount in the Expense Rate column
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  • Once the changes have been applied. Open TaxWare.
  • Click on Practice
  • Click on Billing Transactions
  • The new amount captured will now be reflected in the Std Rate column
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