CCH Audit Automation 2025.3 Service Pack Release Notes

Release Highlights

This release provides a number of enhancements, minor quality improvements and latest master pack updates.

Prerequisites

Installing CCH Audit Automation 2025.3 Service Pack

This release is installed using the Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licensed are installed in the correct sequence.

Click here to  find out more about the Central Suite Installer.

Offline Data

Any client data that has been taken offline should be traveled back to the office database before updating the system.

Quality Improvements

ITS/66553 (Audit Automation) - Unable to access documents after rolling forward, access violation message being reported

As part of the balance forward routine the software will check for any missing documents and display a message to the user asking if they want to proceed with the balance forward routine. Continuing with the balance forward will remove the documents from the audit file and excluded them from the balance forward routine.

clipboard_e05e2afbe1e3e49031594a2aade3c8a30.png

To review the missing documents select the Check Missing Documents option from the utilities menu.

clipboard_e1aa8bc22807c1edaebe5f698afdc5738.png

This will display a list of the missing documents. Any required documents can be re-attached from the right click menu in the User Documents area.

ITS/68324 Question source code not found / ITS/68319 Error' Subquery returned more than 1 value' when completing

When opening a client the software will check and fix any issues identified with the audit programmes and checklists.

Reinsert missing Checklist button is not showing status properly

The routine will now correctly display when tests have been updated.

Document not found in restore file

When using the copy pack routine to restore a client the system will now display a list of any documents that are not included in the zip file that is trying to be restored. To resolve this issue the missing documents should either be deleted or re-attached in the audit file before re-exporting and restoring the file again. The re-attach document option can be found on the right click menu in the User Documents area.

clipboard_e2c7ee9549c594ecef87a41e557ce70bc.png
clipboard_ed7ee51cdaf8169e86f4e7e29f1bdeb8e.png

Masterpacks

Mercia master packs 

 The master pack manual detailing the changes to the master packs can be located from the Mercia: Audit Manuals page along with the latest sections A-D of the manual.

Details of the latest Mercia changes can be downloaded here. 

The following master packs have been included in the 2025.3 service pack central suite installer:

IMER 21 - Mercia Company audit pack version 21

IMERG 21 - Mercia Group audit pack version 21

MERPEN 14 - Mercia Pension audit pack version 14

MERCHA 19 - Mercia Charity audit pack version 19

MERLLP 14 - Mercia LLP audit pack version 14

MERAEX 20 - Mercia Accounts pack version 20

PCAS master packs 

The master pack manual detailing the changes to the master packs can be located from the PCAS: Audit Manuals page.

Details of the latest PCAS changes can be downloaded here. 

The following master packs have been included in the 2025.3 service pack central suite installer:

PAAPCH 19 - PCAS Charity audit pack version 19

Known Issues

Legal Notice

Disclaimer : Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. These Release Notes should not be relied upon as a detailed specification of the system or the software. Wolters Kluwer (UK) Limited may make changes to these Release Notes from time to time. This is provided for informational purposes only. The information reflected in this document may be changed or updated without notice. Wolters Kluwer (UK) Limited may also make improvements and/or changes in its products, practices, and/or programs described in this document at any time without notice. This document should not be seen as a contractual agreement, a modification or amendment of any existing contractual agreement with Wolters Kluwer (UK) Limited, or an indication of terms of service. All technical data, specification and other information contained in this document is confidential and the proprietary intellectual property of Wolters Kluwer (UK) Limited and/or its licensors. No reproduction, copy, alteration, or distribution thereof may be made without the express written consent of Wolters Kluwer (UK) Limited.

Copyright: These Release Notes may not be copied, altered, edited, disposed of, or distributed without the prior consent of Wolters Kluwer (UK) Limited. The content is confidential. Unless indicated otherwise all elements of this software product are owned by Wolters Kluwer (UK) Ltd. © 2026 Wolters Kluwer (UK) Limited

Trademark Rights: Microsoft, Windows, Windows NT, Windows for Workgroups, Windows 98, 2000, XP, MSDOS, Windows Vista, Windows 7, Windows 8, Windows 10, Windows Server, Microsoft SQL Server, and Microsoft Office, are either registered trademarks or trademarks of Microsoft Corporation. Novell and NetWare are trademarks of Novell Inc. Citrix MetaFrame is a registered trademark or trademarks of Citrix Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners.

Wolters Kluwer (UK) Limited, Wolters Kluwer House, 145 London Road, Kingston Upon Thames, Surrey, KT2 6SR

Related documents

Inherent Risk Questions
This document outlines the process for assessing inherent risk in clients through a systematic approach of questions. The system can store up to 99 risk areas, each containing 99 questions, which are assigned point scores for "Yes" and "No" answers. It details steps for editing, adding, and deleting risk areas and questions, including interface navigation and confirmation prompts. Additionally, it emphasizes that once numbers are assigned to risk areas or questions, they cannot be changed. The document serves as a guide for managing inherent risk assessments effectively.
Audit Risks
This document details the functionality of CCH Audit Automation for recording Identified Audit Risks, also referred to as Significant Business Risks. It provides instructions for users to add, edit, and manage risks, including features for maintaining risks for future audits, assessing their significance, and linking them to assertions. The system includes tools for risk assessment, audit response, and documenting conclusions. Other functionalities encompass risk summarization, printing options, and risk linkage across multiple sources, enhancing the audit process's efficiency and accountability.
Default Specific Risk Questions
CCH Audit Automation allows users to define specific risk questions for audit areas, although it's not mandatory. If no specific questions are set, default questions will be used. Users can edit the default questions through the "Specific risk questions" option in the Risk Model section. Up to 99 default questions can be defined, similar to inherent risk questions. The system utilizes a lookup table that combines specific and inherent risks for audits, with editing instructions provided in the manual.
Risk/Sample Selection
This document outlines the concept of audit risk, defined as the likelihood of undetected material errors during an audit. It introduces a risk model used in Audit Automation that requires total audit risk to remain below acceptable levels across various audit areas. The risks are broken down into inherent risk, control risk, and detection risk, with further subdivisions for detection risk. It emphasizes the importance of understanding these concepts to design effective audit procedures and assess risk at different levels. Additionally, it discusses general and control environments, and the calculation of residual risk, alongside a risk scoring system.
Inherent Risks
The document outlines the procedure for addressing inherent risk questions in an audit context. Users can access a dedicated window to view up to 99 risk areas, answer questions, and modify responses as necessary. The system prompts users to validate changes to ensure proper risk assessments. It includes functionalities for viewing prior comments, copying text, and overriding calculated risk levels, emphasizing that auditor judgment is crucial. Comments on overrides must be provided to rationalize any adjustments made. The document serves as a guide for navigating and utilizing the auditing software effectively.