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Jazzit PACT Update - October 18, 2022

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b2ap3_thumbnail_jazzit-caseware-made-easy.png     PACT UPDATE

October 28, 2022

If you are installing Jazzit PACT or need help using the templates please refer to our online documentation.

The modules listed below are dated October 18, 2022 in your PACT Compilation Resource Centre PTUPDATE RC update control.

Remember that Jazzit PACT updates are cumulative. Updating to this release will include all revisions made to the templates.

You must have CaseWare Working papers 2021 or higher installed if you wish to update from the Resource Centre update control in PACT Compilation KLIB.

CLICK HERE
for instructions on updating Jazzit PACT
 

New Documents:

PTST8 - CHARACTERISTICS OF A HIGH-QUALITY TAX PRACTICE CHECKLIST

  • This checklist has been developed by CPA Canada to assist small and medium-sized firm practitioners (SMPs) in implementing best practices that will enhance the quality of their tax practice.

PTST9 - ESTATE PLANNING AND TRUST BASICS CHECKLIST

  • This checklist is intended as a general overview of estate planning basics and has been designed to provide you with a checklist of issues to be considered when working with a client to develop an estate plan.

 

 

 


Corrections and Enhancements:

PTST6 - PARTNERSHIP FINANCIAL RETURN (T5013) CHECKLIST

  • Minor content changes from CPA Canada were implemented

 


 

CLICK HERE
to download the PDF of these updates