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You are here: Home / Business Fitness / CCH Workpapers
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The smart solution for accounting professionals

2020 version available 1st of April!

Boosting accuracy and efficiency, CCH Workpapers streamline the process of evaluating and documenting the financial position of businesses or individuals.

Here at CCH Business Fitness, we've developed a set of standardised workpapers that combine the power Microsoft Excel with our inbuilt smarts to deliver you a set of comprehensive workpapers that ensure your team always get it right!

There are a lot of great things about our workpapers:

  • For a start, it doesn’t matter which GL software you use, our workpapers integrate with all leading GL providers. Meaning you can easily import & refresh GL balances and post journal entries to the ledger.

From simple to more complex jobs, our workpapers have you it covered. With a suite of over 60 templates, you can rest assured we have a workpaper template for every task.

 

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Why choose CCH Workpapers?

Familiar from the start... Expand

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Most accountants are familiar with how to use Microsoft Excel® so we’ve combined the strengths of Microsoft Excel® and the in-built smarts of our workpapers to create an intelligent and flexible tool that enables accountants to do their job with a tool they are already very familiar with.

Over 60 workpaper templates to help get you started... Expand

With a suite of over 60+ workpapers you can be assured we’ll have a workpaper template for every occasion and the flexibility of our system even means you can easily integrate your own templates.

Reduce time wasted with pick up and put down... Expand

Get an instant overview of the status of each workpaper so you easily keep track of progress and reduce time wasted getting reacquainted with a job.

Keep track of queries... Expand

Our interactive notes tool helps you keep track of queries for individual workpapers. Easily raise a query and assign it as open or resolved.

Supporting documents at your fingertips... Expand

Easily add, edit and review supporting documents associated with a particular workpaper.

Import GL balances with tools you already use... Expand

Improve efficiencies by importing and refreshing general ledger balances throughout the workpapers as you go.

Automatic journal creation... Expand

Save valuable time by creating journals within a workpaper and uploading to your general ledger software with ease.

Rapidly roll-over data... Expand

Save time and ensure consistency by importing relevant settings and data from the previous year such as hire purchase and term loan details.

Check the box for compliance... Expand

Our integrated validation tool, crafted by tax experts will help you assess whether the preparer has complied with NZ tax regulations assisting with training and improving accuracy across your firm.

Peace of Mind... Expand

We act as your compliance watchdog, keeping up-to-date on all the latest tax and accounting legislation – so you don’t have to.

Integrates with... Expand

CCH iFirm, APS, MYOB AO, MYOB AE and Xero

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