[WEBINAR] Preparing financial statements for a review or audit engagement
After completing this course you will be able to complete a draft set of financial statements for a review or audit engagement using Jazzit.
The first 10 individual customers to register will get a $50 discount.
Use the coupon code JZTRA2 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 and Jazzit
Topics covered during this session
- Setting up the financial statements for a review/audit:
- Home menu settings
- Engagement report
- Setting up the statements (Balance sheet, Income statement, Cash Flow, Retained Earnings and Statement of changes in equity)
- Advanced functionality of Jazzit financial statements:
- Inserting notes and policies
- Viewing alternatives
- Significant accounting policies
- Related party transaction notes
- Shareholder loans note
- Marketable securities note
- Creating a custom note (Generic notes)
- Combining mapping numbers
- Copy a note from another file
- Posting prior year adjustments
- Foreign exchange
- Jazzit Working Papers
- Using the PPE working paper
- Using the Marketable securities working paper
- Using the Account Analysis working paper
- Using the Loan Calculator and other liability working papers
- Linking the working papers to the notes
- Using the generic working papers
- Jazzit Letter
- Client enclosure letter
- Year end Checklist
- Tips and tricks
Event Properties
| Event date | 01-31-2017 10:00 |
| Event End Date | 02-01-2017 14:00 |
| Registration Start Date | 01-03-2017 10:00 |
| Capacity | 15 |
| Cut off date | 01-31-2017 15:00 |
| Individual Price | $429.00 |
| Number Hours | 4hour/day |
Group Rate
| Number registrants | Rate/Person($) |
|---|---|
| 3 | 379.00 |