Get started with CCH Workpapers

This page contains links to pages with detailed instructions to help you get started with your CCH Workpapers.

Access the workpapers

How you access the CCH Workpapers Excel file depends on the platform you are using:

• Access the workpapers in CCH iKnow
• Access and update the workpapers in iFirm Intranet
• Access and update the workpapers in CCH Document Manager

Install and activate the CCH Workpapers Add-in

Before you can start using the workpapers, you need to install and activate the software:

• Learn about the CCH Workpapers Add-in
• Install the CCH Workpapers Add-in on a PC
• Activate the CCH Workpapers Add-in
  
• Install the CCH Workpapers Add-in on a terminal server

Set up CCH Workpapers

If you are a workpaper administrator, you should visit the following pages to learn about your role, the settings and how to create a master workbook for your team:

• Learn about the Admin setup
• Import settings from a previous year, if you have setup an earlier version of the electronic workpapers.
• Edit the General settings, if you have NOT setup an earlier version of the electronic workpapers
• Edit the Journal settings
• Set up the D4 Trial Balance code
• Set up the A1 Tax Calculation codes
• Set up the B1 Review Summary using standard firm codes
• Finalise the setup
• Save the master workbook