Workpapers

With over 60 workpapers, updated annually by our CCH experts to ensure compliance, CCH Workpapers is New Zealand’s trusted Workpapers solution, and operating in a familiar Excel environment.

Integrating with popular ledger tools including CCH iFirm Client Accounting, Xero, APS and MYOB allows users to easily import GL balances, creating job workflow efficiencies and reducing risk of data entry errors.

With one click, you can also import the trial balance from our Workpapers directly into the IR10 in CCH iFirm Tax preparation and lodgement software.

Automated journal functionality creates a journal lead sheet with seamless ledger integration. With just a single click, you can refresh GL balances.

With roll-forward functionality, you can import previous year settings and roll forward a comprehensive range of worksheets enabling significant time savings.

Improve pick up and put down with an instant overview of the status of each workpaper.

Easily attach supporting documents from a range of document management applications to substantiate your GL balances and reduce risk.

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.

Both standard and custom validation points enable substantiation of workpaper balances and associated tax implications, reducing risk.

Utilising CCH Workpapers ensures all staff are preparing consistent workpapers, standardising the work being delivered for each client, improving customer satisfaction levels and helping your firm to scale and grow.