These are the thoughts, events and happenings from the Jazzit Team

  • Home
    Home This is where you can find all the blog posts throughout the site.
  • Categories
    Categories Displays a list of categories from this blog.
  • Tags
    Tags Displays a list of tags that have been used in the blog.
  • Bloggers
    Bloggers Search for your favorite blogger from this site.
  • Team Blogs
    Team Blogs Find your favorite team blogs here.
  • Login
    Login Login form
Posted by on in Jazzit Updates
Jazzit Fundamentals Update


October 17, 2019

Thank you for dropping by for a virtual cup of java with us on October 17th.

As this was our first "Jazzit with java", we didn't quite have the coffee shop setup properly and there is no video. We will make a video available next time.

If you were unable to attend our online "Jazzit with java", we will be holding another one in November.

A PDF of the presentation is available on our website at:


Jazzit Checklists

Jazzit Checklists for our Compilation/Review and Audit packages have been updated and are available for download.


Unless you have customized your Jazzit Checklists, we recommend the quick method to update your checklists package.  The quick method replaces your existing Jazzit Checklist Master file(s) and Resource Centre(s) with new ones you download from the Jazzit Support website.


Jazzit Review and Audit checklists have been updated

Our review and audit checklists have been updated for the 2018 PEG update from CPA Canada.

Navigate to the Downloads page at to update your package today!


Posted by on in Jazzit Updates

With the start of a new year, comes the refreshed Jazzit SCORE template with new features and enhanced functionality.

SCORE allows you to provide your clients with valuable information regarding their business, through ratio and trend analysis as well as custom benchmarking information, either as a stand-alone service or a value add in addition to other services provided by your firm.

Adding letterhead and/or electronic signatures to SCORE?

Follow the link to our community post on how to insert them into your SCORE template!

We appreciate the continued support and feedback for the Jazzit SCORE template. We hope that these new features and enhanced functionality provide you with the tools to better serve your clients’ needs and are a great value-add for your business. - The Jazzit team


Access to enable edit mode

  • You now have the ability to enter Edit Mode in the Resource Centre (JZBM) module and edit the generic report and graphs for increased customization. Graphs can be edited to their desired size and firm standard wording can be added to the generic report


New generic management report alternative to the preformatted report

  • 30 sections available for use and customization
  • Performance summary table showing key indicators for up to five years

  • Five column multi-section table with customization options to display your client's data in any way you choose


Added Working Capital and Revenue

  • Added new sections for working capital and total revenue

  • Increase the number of benchmark modules in the Resource Centre (JZBM) to 200


Enhanced functionality

  • Page breaks have been added between the ratios and components for improved layout functionality. This can either be done on each ratio individually or globally with a single button click and each ratio can be updated or replaced individually from the Resource Centre (JZBM) without having to re-do the entire document

  • The conclusion paragraph and signature lines can now be shown either after the letter or after the ratios

  • Selected benchmarks and industry are now retained after updating the template from the Resource Centre (JZBM)

  • The graphs now default to the same font as the management report and can be switched to either Arial or Times New Roman

  • Select ratios/key performance indicators directly from the ratio index with a single click

  • A document map has been added to the template for easy navigation

Posted by on in Jazzit Updates

Jazzit has released an update for Jazzit Fundamentals on November 27, 2015.


Administrators please click on the link for the log of revisions: Jazzit Fundamentals Update Log.

Introducing Jazzit Webinars! A fun and easy online way to learn more about your Jazzit package. Check dates and register here!

Also check out our new video on "How to import Excel objects into the Jazzit Templates".


Thanks to everyone who sent in their feedback to us. The following updates are included in the November 27, 2015 Jazzit Fundamentals update:



*NEW WORKING PAPER* JZNEXT – Considerations for next year working paper

Introduced a new working paper which allows the preparer to make notes and considerations for the following years file preparer. This working paper does not clear on year end close so it can be completed and cleared in the following year by the next preparer


JZDIAG – Diagnostics report

- The diagnostics report now includes the option to specify a different threshold for diagnostics in working papers than the rounding threshold in the financial statement


- Diagnostic report can now either display all the diagnostics in the working paper, or hide diagnostics with values lower than the threshold set above



BS, BS2, BS3 – Balance Sheet, 9 column Balance Sheet

- Income tax payable/recoverable can now be shown as either a single amount or split between Asset/Liabilities using a right-click menu option located on the lines mapping number



- Due from/(to) related parties and Due from/(to) shareholders can now be shown as either a single amount or split between Asset/Liabilities using a right-click menu option located on the lines mapping number. This option is only available if there are no related notes for the balances in the financial statements



SC1, SC6 – 1-2 year income statement schedule, 1-9 column income statement with budget schedule

- Added the option to display descriptions on section totals similar to those found in the Income Statement, i.e. Total sales, total expenses, etc. These descriptions can also be bolded and indented if required



MS – Marketable Securities working papers

- Summary of disposals during the year – Added a “Return of capital” summary column to the table


K5, KG, K9, KV – Debt notes

- Added the optional wording of “which has a carrying value of $...” to each security for additional disclosure

- Added an additional input paragraph under the securities details in each working paper


K8 – Financial instruments

- Note has been updated with functionality more consistent with newer notes



KE – Long term investment (Default note)

- Added the ability to insert linked lines


JZIL – Independence letter

- Added the ability to hide the Relationship(s) to disclose and Disclose fees sections if they are not needed


TX – Income taxes

- Any differences in the reconciliation of provision from year to notices of assessment is also populated in the Current year’s income tax expense calculation table

- The General Rate Income Pool (GRIP) table has been updated with new column headings, newer after-tax income percentages, and a column for adjustments