CCH Workpapers is a comprehensive Excel based workpaper package for accounting professionals.

Here at CCH Business Fitness, we’ve developed a comprehensive set of standardised workpapers that combine the power of Microsoft Excel with our inbuilt smarts to ensure your team always get it right. From simple to more complex jobs, our workpapers have it covered. With a suite of over 60 templates, you can rest assured we have a workpaper template for every task.

Key features

• Built using the power and flexibility of Excel
• Over 60 workpaper templates
• Direct integration with Reckon One. Integration includes importing GL balances for easy workpaper reconciliation & journal uploads
• Automatic journal creation from a number of workpapers
• Review summary dashboard displays an instant overview of the status of each workpaper
• Interactive notes tool to help keep track of queries
• Easily add, edit and review supporting documents
• Ability to roll data forward from previous year’s workpapers
• Integrated validation tool to help assess whether the preparer has complied with NZ tax regulations
• Ability to easily integrate custom worksheets into the CCH Workpaper package

Why use this app?

• Peace of mind: we act as your compliance watchdog, keeping up-to-date on all the latest tax and accounting legislation.

• Save time and ensure consistency by automating key tasks including journal creation and workpaper reconciliation.

Who is it for?

CCH Workpapers is for accounting professionals wanting to streamline the process of evaluating and documenting the financial position of businesses or individuals

What type of data is shared between CCH Workpapers and Reckon?

• Chart of accounts
• Ledger transactions
• Journals