[Webinar] Setting up a Notice to Reader using Jazzit
After completing this course you will be able to complete a draft set of financial statements for a Notice to Reader using Jazzit.
The first 10 individual customers to register will get a $50 discount.
Use the Coupon code JZTNTR1 to book your seat now.
* Limited to one registrant per firm
** Group rates indicated are per attendee
Topics covered during this session
- Creating a new file based on Jazzit
- Copy Components
- Basic CaseWare functionality
- Importing
- Mapping the trial balance
- Posting Journals Entries
- Setting up the financial statements for notice to reader
- Home menu settings
- Engagement report settings
- Setting up the statements (Balance Sheet, Income Statement, Statement of Retained Earnings and Cash Flow)
- Basic functionality of Jazzit financial statements
- Table of contents settings
- Express button
- Inserting a new line
- Inserting subtotals
- Inserting headings/Line spaces
- Deleting a line
- Skipping a line
- Changing the description
- Balance origins
- Sorting a section
- Switching off the notes
- Rounding the statements
- CaseWare Draft financial statements
- Printing the Jazzit financial statements
- Using the Jazzit letters
- Engagement letter
- Client invoice
- Client representation letter
- Tips and tricks
Recommended Prerequisites
- Basic knowledge of CaseWare
Event Properties
| Event date | 10-04-2016 10:00 |
| Event End Date | 10-05-2016 14:00 |
| Registration Start Date | 08-31-2016 08:30 |
| Capacity | 20 |
| Cut off date | 10-01-2016 16:30 |
| Individual Price | $429.00 |
| Number Hours | 2 Sessions @ 4 hours per session |
Group Rate
| Number registrants | Rate/Person($) |
|---|---|
| 2 | 379.00 |