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CCH Software User Documentation

What is CCH Working Paper Management?

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Fully integrated into the statutory database tree within CCH Accounts Production, CCH Working Paper Management is a CCH Central module that delivers an easy, paperless way to manage, store and access the working papers for each of your clients. It provides a simple and effective way of keeping track of all source documents accountants need to keep as evidence when producing sets of accounts


  • CCH Working Paper Management offers the facility for users to create working papers from both templates and existing documents and also provides both completion and review facilities through the use of 'sticky note' and sign-off functionality.
    • Working Papers can be customised at a master pack or client level
  • Review points are attached directly to figures in the accounts and are easily displayed on the summary panel at the front of the client file within CCH Accounts Production


  • Working paper formats are standardised across the practice to ensure a consistent approach to all accounts jobs
  • Both master packs and templates can be customised to suit the needs of your practice
  • Working papers for a client are all stored in one place. The problem of having multiple versions of spreadsheets on your network or staff’s local drives is removed
  • Review points are clearly displayed for managers/partners to view/sign off enabling them to quickly determine if there is any work outstanding on the client and view the overall status of the file
  • There will no longer be multiple requests to clients for the same information
  • Transparency will be improved within the team of where they’re up to with a job and any issues they may have


Indexing Pack and Sections

  • Can I edit the indexing pack and sections used within my practice once I’ve created and edited my own practice pack?
  • The selection of the indexing pack and any amendments to the sections should be done before you start to make any amendments to the structure of the practice pack.

Master Packs

  • Which entities are supported in the 2017.1 release?
  • For this release we are shipping master packs for Limited (FRS102) and Limited (FRS105)
  • Does this mean I can only create working papers practice packs for these entities?
  • For this release, yes. Master Packs for other entities will be shipped in subsequent releases

Working Paper Activation

  • If I choose not to activate working papers on an accounting period but then later change my mind, how do I retrospectively activate them?
  • In the open accounting period revert back to the Master Pack. It will ask you if you want to activate working papers here.
  • You can the upgrade to the latest version of the Master Pack

Working Paper Roles

  • Which takes precedence? Employee category or client responsibility type?
  • If your practice uses responsibility type on a client record, the role for working papers will always come from what is setup here initially


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