Frequently Asked Questions (FAQs)

We’ve been working behind the scenes to deliver a cleaner, more intuitive user interface (UI) with improved scalability and support for future enhancements.

The new CCH Integrator platform retains the core functionality you’re familiar with, but with a refreshed UI and a simpler workflow that is accessible in Google Chrome and Microsoft Edge.

Once you request the switch, our Tax Helpdesk will provide you with a new login link. Simply bookmark the link for future access.

You’ll also receive login instructions for yourself and your team.

Yes. All users must transition to the new CCH Integrator user interface by 31 December 2025. After this date, the legacy user interface will no longer be supported.

Yes. If you currently use SSO, it will be available on the new user interface as well.

The new CCH Integrator user interface is already available! Many customers have already made the switch. If you haven’t yet, please contact our AU Tax Helpdesk to get started.

Yes, but you’ll first need to upgrade to at least version 2025.3. This is required because older versions rely on the .NET Core 3.1 framework, which is no longer supported by Microsoft so you may be at risk as Microsoft no longer provides patches for any security vulnerabilities that may arise. In addition, you are also on a CCH Integrator version that has limited technical support.

You can upgrade and switch to the new UI at the same time by contacting our AU Tax Helpdesk. We urge you to act immediately so you and your business are not at risk.

We understand that many customers appreciated the legacy UI. The new UI builds on that foundation with a more modern experience, better performance, and support for future enhancements.

For WK Managed Admin sites: You will be automatically upgraded to the latest released version.

For Dedicated hosting sites: All clients will need to transition before 31 December 2025. Contact your account manager to discuss further.

If you cannot upgrade in 2025, and have a legitimate reason, please contact your account manager to discuss options.

Note: Support for the legacy UI will still cease after 31 December 2025.

From 31 December 2025, the legacy UI will no longer receive updates or support. This may impact your ability to accurately meet your compliance obligations.

Yes. The features and functionalities that you require to meet your compliance obligations are available on the new user interface.

We’ve created training webinars to help you get started. For additional support, contact our AU Tax Helpdesk at [email protected] or reach out to your Account Manager.

We’ve retired some legacy schedules and features that are no longer needed. These include:

• Workflow module
• Growth rates
• Schedules:
  • Historical Earnings
  • Book to Return/Audit Adj Details
  • Book to Return schedule
  • Book to Return/Audit Adj Exceptions
  • External Edit Check Schedule
  • Multi Trade Analysis Schedule
  • Exceptions Schedule
  • Audit Adjustment Schedule
  • Other Data Load Adjustment schedule
  • Intercompany Transactions User Defined Schedule
• Document Assembly Report (Word icon in legacy UI)
• Document folder functionality
• Classic Workbook Audit Trail
• Import/export of report definitions
• Schedule Status screen
• System Configuration:
  • Document Categories
  • Service Status
  • Configuration Diagnostics for Websheets

Yes! You can access our training videos to learn how to navigate the new user interface and perform key tasks.