[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

  1. 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)
  2. 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)
  3. Combining mapping numbers
  4. Copy a note from another file
  5. Posting prior year adjustments
  6. Foreign exchange
  7. 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
  8. Jazzit Letter
    • Client enclosure letter
    • Year end Checklist
  9. 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
Available place 9
Cut off date 01-31-2017 15:00
Individual Price $429.00
Number Hours 4hour/day
We are no longer accepting registration for this event

Group Rate

Number registrants Rate/Person($)
3 379.00
$429.00 9