CaseWare working papers

Working Papers 2019

We are pleased to announce the release of the latest version of CaseWare Working Papers. This release provides a full program upgrade to CaseWare 2019 and the latest Accounts Production, Corporation Tax (UK only) and Audit templates and supersedes all previous versions. 

The software program and relevant templates are provided as download bundles and the website links will be found at this link

What's New?

Cloud integration Graphs Issues References

Cloud integration

Collaborate more efficiently with clients by integrating Working Papers with CaseWare Cloud


Graphs and ratios now print with the associated leadsheet


Issues can now be assigned multiple issue types


Link multiple documents simultaneously

We recommend that you refer to the 'CaseWare Upgrade 2019 Checklist' document
This document, along with the installation and release notes can be found in the Release Documentation folder  here.

Installation Notes
Installation and release notes can be found on the Program bundles under 'Readme Files'.

After discussions with a number of firms, we have decided that the support for Working Papers 2018 will cease on 30th June 2020. 

If your firm is unable to meet this deadline, please contact us to explain the challenges you are facing and to see how we can help you. 

This has been, and remains, a very challenging time for all of us and your cooperation deploying updates is appreciated. 


Before beginning any installation we strongly recommend that you have backups of your data files, and the following user-defined components:

C:\Program Files (x86)\CaseWare\Resources\Databases [CDB1.cdx ,CDB1.dbf, CDB1.fpt, CDBPC.cdx, CDBPC.dbf & CDBPC.fpt]

C:\Program Files (x86)\CaseWare\Resources\Knowledge Library\Custom [all files]

C:\Program Files (x86)\CaseWare\Resources\StyleSheets [firm.sty & trst-firm.sty] 

We recommend you refer to the 'CaseWare Upgrade 2019 Checklist' document, which can be found in the Release Documentation folder,  here.

If you use SmartSync, we also recommend you refer to the 'SmartSync - Setup and User Guide' document, which can be found in the Release Documentation folder,  here.

The downloadable contents that you receive will depend on the licences that you have with us, and only your relevant downloads and passwords will be in your email.

The program install bundle contains:
  • CaseWare Working Papers 2019.00.227
  • CaseWare Data Store Admin Tool 2019.00.227
  • Connector 2019.00.012

Documentation (including installation and upgrade instructions) 

The template install bundle contains:
Accounts template installation incorporating ePacks:
  • ep4.04.01 (AccountsAdvanced/AccountsAdvanced IFRS)
  • epCA4.03.03 (hfCA4.04.03.01) (AccountsAdvanced Charity/Academy)
  • ep3.11.01 (Accounts 3
  • epCT3.12.02 (UK Corporation Tax
  • epP3.11.01 (Pension accounts)

AuditAdvanced (Mercia)
  •  Company Audit   20.0.02
  • Charity Audit 20.0.02
  • Academy Audit 20.0.01
  • LLP Audit 20.0.01
  • Pension Audit 20.0.02
  • Assurance 20.0.01
  • Common Components Mercia  (v20)3.03.08

AuditAdvanced (HAT)
  • HAT Working Papers 20.0.01
  • HAT Unincorporated 20.0.01
  • HAT Charity 20.0.01
  • Common Components HAT (v20)2.02.03

Working Papers 2019 contains our Customer Experience Improvement Programme. The inclusion of this programme will allow us to:

1.) Understand at a granular level how you are using our product and how we can improve this experience for you

2.) Measure the impact and acceptance of the product improvements we are making

3.) Accelerate the pace of iteration, innovation and decision-making

We want to assure you that we will not be capturing any personally identifiable information or client data; the metrics we record will be used strictly to help us make better product decisions and will not be used for marketing purposes. For details on the current features we will track, please refer to Appendix A. 

We have partnered with Amplitude, a San Francisco based company, to integrate their solution within Working Papers. Amplitude is an analytics provider that allows teams to make product decisions based on user behaviour data. They are SOC2 Type 2 and ISO27001 certified and GDPR compliant. The information captured and processed through Amplitude is owned and controlled by CaseWare International Inc.

We encourage all our customers to participate in the programme, so will be collecting this data by default with an option in the software for end users to disable the functionality, if they wish. Instructions on how to manage this functionality can be obtained from our support department. 

We want to make you aware of a known issue with installing WP 2019 in a Citrix/TS environment. Unfortunately, the latest version of Install Shield conflicts with a setting in Citrix/TS and prevents WP from installing. A workaround for this is to install Working Papers on Citrix in silent mode e.g. setup.exe/s/v”/qn”.

This release incorporates the latest ePacks in the full template installation.

Please see below what steps to take to get onto the latest Working Papers version (2019.00.227), depending on which version you are currently running. 

Already Installed Working Papers 2019 (2019.00.131)

Thank you for adopting the earlier version of Working Papers.

If you are up to date with the latest ePacks then please follow the below steps:
1. Install WP2019 Update 1 (2019.00.227)
2. Run the Working Papers 2019 Update 1 Compatibility Pack 1.0 found here.

If you are NOT up to date with the latest ePacks then please follow the below steps:
1. Install WP2019 Update 1 (2019.00.227)
2. Install the template bundles
3. Run the Working Papers 2019 Update 1 Compatibility Pack 1.0 found here.

Still on Working Papers 2018

1. Install the latest version of Working Papers 2019 (2019.00.227).
2. Install the template bundle.
3.Run the Working Papers 2019 Update 1 Compatibility Pack 1.0 found here.


We take this opportunity to remind you of the importance of the Downloads Area of our KnowledgeBase to help keep your installation up to date.
You can also turn to the KnowledgeBase for further information on installations, ePacks going-forward and a comprehensive support database answering the majority of support queries. 
If you have any queries about this release please contact our support team on +44(0)1622 355250 or

To help with your transition to Working Papers 2019, our Education & Media held a webinar on 16th January. A recording of this can now be found on our KnowledgeBase.

For training enquiries, or for any other template requirements, please contact our sales team on +44(0)1622 355200 for further information