[WEBINAR] Preparing financial statements for a Notice to Reader engagement using Jazzit

After completing this course you will be able to prepare a draft set of financial statements for a Notice to Reader engagement using Jazzit.

The first 10 individual customers to register will get a $50 discount.

Use the coupon code JZTNTR3 to book your seat now.

*Limited to one registrant per firm
** Group rates indicated are per attendee

All times indicated are in MST.


Recommended Prerequisites

  • Basic knowledge of CaseWare

Topics covered during this session

  1. Creating a new file based on Jazzit
    • Copy Components
  2. Basic CaseWare functionality
    • Importing
    • Mapping the trial balance
    • Posting Journals Entries
  3. 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)
  4. 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
  5. Switching off the notes
  6. Rounding the statements
    • CaseWare Draft financial statements
  7. Printing the Jazzit financial statements
  8. Using the Jazzit letters
    • Engagement letter
    • Client invoice
    • Client representation letter
  9. Tips and tricks

Event Properties

Event date 02-14-2017 10:00
Event End Date 02-15-2017 14:00
Registration Start Date 01-03-2017 10:00
Capacity 20
Available place 6
Cut off date 02-10-2017 15:00
Individual Price $429.00
Number Hours 4 hour/day
We are no longer accepting registration for this event

Group Rate

Number registrants Rate/Person($)
3 379.00
$429.00 6