startCCH Audit Automation: 2026.1 Release Notes
Release Notes

CCH Audit Automation: 2026.1 Release Notes

CCH Audit Automation
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    CCH Audit Automation 2026.1 Release Notes

    Release Highlights

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

    Prerequisites

    Installing CCH Audit Automation 2026.1

    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.

    Software Enhancements

    Document download option

    A new option has been added to the actions menu to allow a user to download all the documents relating to an audit period. 

    Welcome_Release_Notes_2026_1_Audit_01.png

    Select the client and period and a zip file will be created will all the documents. 

    Welcome_Release_Notes_2026_1_Audit_02.png

    The option to download multiple documents has been included under the documents menu at the client level. Users will be able to download multiple documents when required:

    Welcome_Release_Notes_2026_1_Audit_03.png

    Enforce document checkin

    A new option has been added that will prevent the user from exiting the audit period while they have documents checked out. This option has been added at the system level and also at the master pack level. This allows firms to limit this functionality to a particular master pack.

    Welcome_Release_Notes_2026_1_Audit_04.png
    Welcome_Release_Notes_2026_1_Audit_05.png

     

    Auto Relink Documents

    A new system option has been added that will update the file path for all documents checked out by a user where they are spread across multiple servers. This option can only be used where the user has access to the same checkout location whichever machine they are working on.

    Welcome_Release_Notes_2026_1_Audit_06.png

    Missing documents in export file

    If missing documents are identified when exporting client data the system the user is now given an option to skip these documents if they are no longer required on the audit file. 

    Quality Improvements

    ITS/68220 (Audit Automation) - Irrelevant checklist retained when changing master packs

    Previously when changing master packs the audit period would retain old checklist information linked to the previous master pack, this issue has been resolved.

    ITS/68307 (Audit Automation) - AA crashes when taking back up or rolling forward

    Previously when there was a missing document in theh audit file the system would crash during the elient back up and roll forward routines, this issue has been resolved.

    ITS/68378 (Audit Automation) - Unable to restore data as accountingperiod.xml file is missing

    Previously when data was exported it would be missing the accountingperiod.xml file preventing the client from being restored, this issue has been resolved.

    Data security audit trigger

    Previously when restoring data users may have been shown an error for Employee_DataSecurityAudit Trigger, this issue has been resolved.

     

    Master Packs 

    CCH master packs 

    IFULL 17

    IGROUP 17

    CCHLLP 16

    LAP 16

    NONAUD 26

     

    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

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