What's new?
December 2022
Template version 2022.01 release includes the updated CAS 315 for Audit templates, updates to our templates for CSRS 4200 and inclusion of checklists regarding the new CPA handbook section 3041.
October 2021
Template version 2021.01 released November 12 bring about significant changes to the compilation template due to the inclusion of CSRS 4200.
April 2020
Template version 2020.01 includes updates and new checklists released in the Professional Engagement Guide (CPA Canada PEG) for Reviews and Not For Profit Organizations.
October 2019
Template version 2019.02 released October 20 which is primarily the overhaul of the Audit templates to utilize the PEG checklists.
May 2019
Template version 2019.01 released May 27 which includes updating the templates for the society reporting paragraph and other minor updates.
November 2018
Template version 2018.02 released November 16 which includes updating the templates for the new Audit Report requirement for December 15, 2018 and forward year ends.
August 2018
Template version 2018.01 Trust Audits for Lawyers and Real Estate. This single template works for both Lawyer Trust Audits and Real Estate Trust Audit for Brokerage and Management companies.
Template version 2018.01 Ability to issue digital financial statements with digital signature. This release also includes updates for the Summer 2018 changes to the Professional Engagement Guide. Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
November 2017
Template version 2017.02 Trust Audits for Lawyers and Real Estate is released. This single template works for both Lawyer Trust Audits and Real Estate Trust Audit for Brokerage and Management companies.
Template version 2017.02 released November 15 which includes updating the templates to use Professional Engagement Guide and CSRE 2400.
June 2017
Template version 2017.01 is released.
August 2016
Template version 2016.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
April 2016
We are pleased to announce our new management team. Effective May 1, 2016, Dan McNeill, CPA, CGA and Pat McNeill will retire from their company management positions, and Jason McNeill, CPA, CGA will resign as our CaseWare template support expert. Our successors are Howard Karpes, CPA, CGA, Rose Ottesen, CPA, CGA, and Evelyn Suvajdzic, CPA, CGA. All three bring with them years of experience in public practice, and all are long-term users of our templates. We are confident that these changes will ensure that our clients will continue to have the engagement tools they need for many years to come.
January 2015
Template version 2015.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
July 2014
Template version 2014.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
January 2014
Template version 2014.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
July 2013
Template version 2013.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
January 2013
Template version 2013.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
July 2012
Template version 2012.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
January / April 2012
Template version 2012.01 / 2012.01a is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
July 2011
Template version 2011.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes". This template release includes significant enhancements for the initial year of adoption of Canadian "Accounting standards for private enterprises" (ASPE), a new review engagement template for NPOs that have adopted "Accounting standards for not-for-profit organizations" (ASNPO), and audit template revisions for use with ASNPO.
January 2011
Template version 2011.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
November 2010
Template version 2010.02 is released, including significant enhancements, including:
- A new audit template for the CGA CAS audit program designed to meet the international auditing standards being adopted by Canada for all audits of periods ending on or after December 14, 2010
- A new review template for the CGA review engagement checklists designed for the Canadian "Accounting Standards for Private Enterprises" (ASPE) effective January 2011
- Go to our "Release notes" page for details of additional enhancements in our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
January 2010
Template version 2010.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
July 2009
Template version 2009.02 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".
January 2009
Template version 2009.01 is released - Go to our "Release notes" page for details of our newest revision of Templates for CaseWare Working Papers. (Select "Home" below; then select "Templates for CaseWare Working Papers"; select "Features" and "Release notes".