Workpapers

Delivered in a familiar Excel environment, our comprehensive range of 60+ Workpapers are developed and updated annually by our CCH tax experts. Enjoy peace of mind that your workpapers are up-to-date and compliant with the latest tax and accounting legislation and standardised across your firm ensuring consistent service delivery for your clients.

Two-way data sync with CCH iFirm, Xero & integration with other ledger tools like MYOB & APS, enables you to seamlessly import and refresh general ledger balances throughout the workpapers as you go - saving time and reducing risk of human error.

Save valuable time with automated journal creation within a workpaper and uploading to your general ledger software with ease. With roll-forward functionality, you can import previous year settings and roll forward a comprehensive range of worksheets enabling significant time savings.

Gain full transparency on workpaper/job progress with our unique cloud-based workflow progress tracking dashboard. This provides Partners and Managers (Reviewers) an instant overview of workpaper status and progress, due dates, reviewers and more. Preparer/reviewer statuses including ‘Track Changes’ enables a more seamless workpaper-ledger reconciliation process, saving time and ensuring audit compliance. You can also keep track of queries with the interactive notes tool.

Our integrated validation tool, crafted by tax experts will help you assess and validate whether the preparer has complied with tax regulations, assisting with training and improving accuracy and Practice Reviews. You can also easily add, edit and review supporting documents associated with a particular workpaper with our agnostic document management system integrations including FYI Docs, SuiteFiles, Sharepoint and File Explorer.

CCH (Business Fitness) Workpapers and content are integrated with the award-winning CCH iFirm cloud platform. From creating a job to preparing the workpapers to completing a tax return to sending, signing and saving documents – it’s all within the one, integrated platform for a simplified end-to-end workflow.