[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

  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

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
$429.00 14
We are no longer accepting registration for this event