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Date: 2019-Oct.-23
CPA Engagement Templates for CCH Engagement

We are pleased to announce the latest release of the CPA Engagement Templates.

Please note that these templates are based on the latest release of the Professional Engagement Guide (PEG), which complies with the Canadian Auditing Standards and the review and compilation standards (Other Canadian Standards).

The CPA Engagement Templates include:

  • Electronic audit, review and compilation programs;
  • Workpapers;
  • Checklists;
  • Correspondence templates.

New in this Release

This version also includes the following new documents:

  • Sample assurance reports;
  • Customized review forms for not-for-profit organizations;
  • An alternative set of review engagements forms;
  • New forms and letters for compliance reporting.

Download Instructions

Please note that this version is only available for download. If you need assistance to retrieve your username and password, contact Customer Service at 1-800-268-4522 or send an e-mail to cservice@wolterskluwer.com.

Important: Before downloading the CPA Engagement Templates, read the document entitled Download and Technical Information.

To download the new version, proceed as follows:

  1. Access the Wolters Kluwer Web site.
  2. Type your username and password in the “Connection” section and click Login.
  3. In the “Dashboard” page, click the Files Centre button in the “Download” section.
  4. In the "CCH Accountants' Suite" section, click CCH Engagement Templates.
  5. Read and accept all the terms of the License Agreement.

You will then be able to download the new version of the CPA Engagement Templates and the related documentation. Please take note of your activation key, which is displayed in the “Master Activation Key” section, as you will need it during the installation.

The CPA Engagement Templates are available as an annual subscription. During the subscription period, Wolters Kluwer will give you acccess to any changes or updates to the programs and checklists at no extra charge.

Please note that the CPA Canada Member Services Group requires subscribers to CPA Engagement Templates to also be PEG subscribers.


Subscribe to the CCH Engagement e-Bulletin

If you have not received this document directly to your e-mail address, please subscribe to the CCH Accountants' Suite e-Bulletin service by selecting CCH Engagement. You will automatically receive an e-mail each time a new software update is available.


Should you have any questions regarding this release, please contact the Support Centre at
1-800-268-4522 or send an e-mail to csupport@wolterskluwer.com.

Thank you for choosing CCH Engagement.

Wolters Kluwer