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March 24, 2023, Jazzit Fundamentals update now available

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The modules listed below are dated March 24, 2023, in your Resource Centre JZUPDATE RC update control.

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

You must have CaseWare Working papers 2022 installed if you wish to update from the Resource Centre update control in KLIB and FRMLIB.

 


Need help updating?

Click the video below for instructions on how to update your Jazzit Templates.

Please like and subscribe if you find the video helpful.


JZ5YRIS - FIVE PERIOD INCOME STATEMENT WITH % WORKING PAPER

  • Added option to switch font between Arial and TNR to match the Financial Statements when inserted as a schedule.

 

JZEL - ENGAGEMENT LETTER

  • TCWG salutation now defaults to "Management" instead of "Shareholders", for CSRS 4200 engagements.

 

JZSR - T4 RECONCILIATION

  • Maximum number of shareholder sections/tables increased from 6 to 15.

 

K2- BASIS OF PRESENTATION NOTES

  • Update to the Basis of Accounting note for CSRS 4200 engagements. New category options and sample text added for various scenarios.

 

K3A - SIGNIFICANT ACCOUNTING POLICIES

  • PPE and Leased Assets sections: Added a button to show all lines when the "Rates and Methods" tables are empty.

 

KH - DUE TO (FROM) RELATED PARTIES NOTES

  • Added a button to show all lines when the "Related Party Transactions" table is empty and set to show printing lines only.

 

RP - ENGAGEMENT REPORT

  • TCWG salutation now defaults to "Management" instead of "Shareholders", for CSRS 4200 engagements.

  

YC - YEAR-END CHECKLIST LETTER

  • New section at top of "Other information" form to confirm client contact info (linked to engagement properties).

  


 

CLICK HERE
to view the release notes for full list of new features and functionality
Jazzit Fundamental updates are cumulative.
Remember that updating to this release will include all features and functionality from prior releases, together with any corrections made to the templates.