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Wolters Kluwer Canada wishes you Happy Holidays!

Customer Service and Support Centre - Modified Business Hours for the 2024 Holiday Season (ET)
  • Tuesday, December 24, 2024: Closing at 2:00 p.m.
  • Wednesday, December 25, 2024: Closed
  • Thursday, December 26, 2024: Closed
  • Tuesday, December 31, 2024: Closing at 4:00 p.m.
  • Wednesday, January 1, 2025: Closed
Note: Our telephone support is only available on Mondays and Tuesdays exclusively for Taxprep and CCH iFirm customers, and will cease at the end of this year. Cantax, CCH AnswerConnect, AliForm, CCH Engagement, CCH Practice Management, CCH Scan and CCH Site Builder products are already only supported by web tickets. To learn more about how to contact us, please visit our corporate web site.
Support platform: Everything you need to know
Please refer to the videos below to find out how to register for the support platform and make the most of it:
This week most consulted articles from our Knowledge Base
  1. How do I install a network version of Taxprep?
  2. When will the next version of Taxprep, Cantax, or iFirm Taxprep be released?
  3. How do I download Taxprep?
  4. How do I register for the ''support.cch.com/oss/canada'' Support Platform?
  5. How do I attach files to my case on the ''support.cch.com/oss/canada'' Support Platform?
  6. How to configure the EFILE identification in CCH iFirm Taxprep?
  7. How do I reset my password for CCH iFirm?
  8. Install local Taxprep and get the activation key
  9. How to add a licence or security role in CCH iFirm
  10. What identification numbers do I need to be able to file T-slips or a T5013 return electronically through the internet file transfer (XML) (Transmit a return) with the CRA for 2024/2025?
  11. How to set up Taxprep Connect and Cantax AFR download to use the system default browser
  12. Where can I find the release notes for CCH iFirm?

Products Support

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Date: 2020-Oct.-28
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 includes new compilation forms based on requirements of the new standard on compilation engagements (CSRS 4200).


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 Download Centre.
  2. Type your username and password in the Login section and click Log in.
  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