CCH Workbook Protection: DataSnipper Compatibility Guide

Problem Summary

When working with CCH ProSystem fx or CCH Axcess engagement files, some workpapers particularly rolled-forward trial balances and ledgers have workbook structure protection applied. This protection prevents DataSnipper versions 6.x, 25.x, 26.x and later from creating the hidden sheets necessary to store snips, references, and documentation.

DataSnipper versions 6.x, 25.x, 26.x and later stores all documentation data in hidden worksheets (rather than Custom XML) to support Excel's Co-Authoring feature more reliably. CCH Workbook structure protection prevents the creation, deletion, or modification of sheets including the hidden sheets DataSnipper needs.

Solution

Option 1: Create a New Workpaper (Recommended for Long-term Use)

This is a one-time investment that ensures compatibility for future years:

1. Create a fresh trial balance: In CCH, create a new trial balance workpaper instead of using the rolled-forward version.
2. Transfer the structure: Copy column headers, formulas, and formatting from the protected workpaper to your new one.
3. Import or transfer data: Use DataSnipper to import trial balance data or manually copy necessary information.
4. Recreate documentation: Re-create any snips and references from the original workpaper.
5. Verify completeness: Cross-check with the original to ensure nothing was missed.
6. Replace in engagement: Update your CCH engagement file with the new, compatible workpaper.

Option 2: Use CCH's "Publish" Feature (Quick Temporary Fix)

For immediate needs without full migration:

1. Publish from CCH: Use CCH's publish functionality to export the protected workpaper to a standard Excel file.
2. Complete documentation: Work in the published Excel file using DataSnipper normally.
3. Transfer results back: Copy your completed work back to the live CCH trial balance.

Best Practices for CCH and DataSnipper Integration

For Firms Using CCH

• Template management: Consider creating unprotected versions of commonly used CCH templates for DataSnipper compatibility.
• Year-end planning: Build time into your workflow for the one-time workpaper recreation process before starting DataSnipper documentation.
• Documentation standards: Document which workpapers have been recreated to avoid duplication of effort across engagement teams.
• Training: Ensure team members understand the workaround process before engagement deadlines.

For Co-Authoring Environments

• Version alignment: Ensure all team members use DataSnipper versions 6.x, 25.x, 26.x and later for hidden sheet compatibility.
• File storage: Store engagement files in OneDrive or SharePoint to enable Co-Authoring functionality.
• Communication: Coordinate with team members about which workpapers are being actively documented to minimize conflicts.
• Review process: Use Excel's "Show Changes" feature to review documentation added by other team members.

General Workbook Protection Guidelines

• Pre-creation: If structure protection is required for governance, ensure DataSnipper's hidden sheets exist before applying protection.
• Alternative protection: Use worksheet-level protection instead of workbook structure protection when possible—it provides security without blocking DataSnipper.
• Documentation: Document protection requirements in your firm's templates to avoid compatibility surprises.

Next Steps

Please consider sharing your experience directly with Wolters Kluwer, as customer input plays an important role in helping prioritize topics like this. Your feedback can help encourage further collaboration toward a long-term solution.

We recommend connecting with them directly for updates on their progress. If you encounter any issues with the temporary solutions please let Wolters Kluwer’s support team know.

You may reach out to their support team here.