Use CCH Workpapers

This page contains links to pages with detailed instructions to help you use your CCH Workpapers software.

Prepare the workbook for a client

• About the Workbench
• Save client’s workpaper file
• Enter the client details
• Enter the job details
• Enter the preparer details
• Add and delete workpapers
• Add a custom workpaper
• Enter client account codes on the B1 Review Summary

Import client data into the workbook

• Roll forward data from prior year workpaper (if applicable)
• Import data from the general ledger
• Refresh GL balances after posting journals

About important workpaper features and functions

• About the CCH Workpapers ribbon
• Record notes and resolve client queries
• Attach and view supporting documents
• Use the B1 Review summary to check account balances
• View validation points
• Use workpapers offline
• Update the CCH Workpapers Add-in

Create and manage journals

• Create a journal automatically
• Create a journal manually
• Copy journals from another workbook
• Upload journals
• Delete journals

Individual worksheet help

We will progressively add detailed instructions on how to use each worksheet. See the Worksheets list.

Preparing for review

Refer to the C1 Compilation Checklist.