What's new in Version 2024.01
Dec 9, 2024

Version: 
  • This release is available for use with CaseWare Working Papers 2023 and later.
  • This version includes CPA Canada Professional Engagement Guide (“CPA Canada PEG”) revisions up to and including the 2024 PEG update.
New:

All templates:

  • Working paper BB.23 - BC Employer Health Tax Estimation Calculator.  

Review & Audit templates:

  • Financial Reporting Framework 2E.10. - Business combinations.

Audit  templates:    

  • A set of new and revised PEG forms for group audits has been developed as a result of the revised CAS 600, effective for audits of financial statements for periods beginning on or after December 15, 2023. 
 Revisions:

All templates:  

  • U.2 – Property Plant & Equipment Schedule.  Added separate sections for capital leases that will improve tracking and disclosure requirements.
  • 2B – Management Letter.  Added an optional paragraph as a reminder or warning of the current rates for instalment interest and penalties.

Review templates:   

  • FS – Financial statements: New note for Long-term contracts when using the percentage of completion method to coincide with the additional guidance added to the CPA Handbook Section 3400.
  • Added a pre-worded other matters paragraph to the Review Engagement Report for engagements taken over from other accountants.
  • Slight changes to the usability and linking of some notes.
  • Added input cell for the redemption value of preferred shares in case the specific note was not filled out.
  • Financial Reporting Framework – 2E-2E.9. Changes to all FRF forms to reflect current standards for ASPE and NFPO, to improve usability, flow of information and clarity.
  • 3A – Client Profile.  Added Dispositions to section 8 - Purchase transactions..
  • Multiple documents – Wording of “EQCR has been changed to “EQR” in some cases.  “EQCR” has been kept in any non-PEG documents for now.
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