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

October 23, 2020, Jazzit Fundamentals update now available

Posted by on in Jazzit Fundamentals
  • Font size: Larger Smaller
  • Hits: 120
  • Subscribe to this entry
  • Print

Jazzit Fundamentals Update

WHAT'S NEW
October 2020

Jazzit Fundamentals release notes for October 23, 2020 update

Administrators please note that the October update is the last one in CaseWare 2019 format. The planned November 20th update will be in CaseWare 2020 format only (a 2019 format will be available as an archive from the Snackbar area of our website).

Please be advised that after November any issue reported to us will only be corrected in CaseWare 2020 format.

 

9 COLUMN BALANCE SHEET

Added an option for the classified and unclassified nine column balance sheet to select which Partners' Capital / Net Assets balance to link (opening, closing, manual). This is particularly useful for partnership or not-for-profit interim statements.

b2ap3_thumbnail_1.jpg

9 COLUMN INCOME STATEMENT

All formats of the 9 column Statement of Partners' Capital  / Net Assets now have an "Income link" button which allows selection of a specific column from which to draw net income. This button is in the "Statement" options folder or at the top. This is particularly useful for partnership or not-for-profit interim statements.

b2ap3_thumbnail_2.jpg

CLIENT ENCLOSURE LETTER

Added an option for a multi-column continuity to the right-click menu of the Federal corporate tax instalments and Provincial corporate tax instalments tables.

b2ap3_thumbnail_3.jpg

Added an option to the Federal corporate tax instalments section that indicates that no instalments are required.

b2ap3_thumbnail_4.jpg

Added an optional table to the Company taxable loss - lossy carry forward section.

b2ap3_thumbnail_5.jpg

The "Enclosures" title for the opening paragraph will now automatically change to "Attachments" when paragraph wording is changed to "we are attaching electronic copies of:"

b2ap3_thumbnail_6.jpg

An additional remittance section has been added to the letter. By default, this section reads "Employer health tax (EHT)" and will display when the "Balance Per G/L" field is not zero in the Client enclosure letter options table.

b2ap3_thumbnail_7.jpg

An optional additional province has been added to the Provincial corporate tax section. This can be enabled by pressing the + button beside the province field in the Client enclosure letter options table. Balances will be the total of map 217.2680.02.

b2ap3_thumbnail_8.jpg

Sections of the client enclosure letter can now be copied from other client files. This option is available in all right-click menus inside sections of the letter.

b2ap3_thumbnail_9.jpg

FINANCIAL STATEMENT HOME MENU

The rounding button at the top of the freeze frame now enables and disables rounding rather than opening the rounding pane of the home menu.

b2ap3_thumbnail_10.jpg

Option added under Engagement to select financial statements or financial information (CSRS 4200)

b2ap3_thumbnail_11.png

ENGAGEMENT LETTER

A warning will now appear at the top of the engagement letter if the sample report in Appendix A is turned off. This warning does not print.

b2ap3_thumbnail_12.jpg

ADDITIONAL LETTER FROM CLIENT

Increased the number of sections in this letter to 30.

CUSTOM ENGAGEMENT REPORT

New custom document added, "Custom report". This will allow users to create their own formatted engagement reports with 4 available templates per document. These can be printed separately from the financial statements.

b2ap3_thumbnail_13.jpg

JAZZIT TOOLBOX

Added several new smart links to the toolbox, including: "Financial statements/information", opening date, 90 days after year end, 180 days after year end, and titles of balance sheet, income statement and cash flows.

b2ap3_thumbnail_14.jpg

RESOURCE CENTRE UPDATE CONTROL

A button has been added to the document settings area of the Update Control to allow manual update of cell group (CGF) files.

b2ap3_thumbnail_15.jpg

ENGAGEMENT REPORT

Expanded formatting options for paragraph headings to include "bold italic" and "underlined".

b2ap3_thumbnail_16.jpg

A custom report option has been added to the engagement report. This will provide a blank report and title to allow easier customization of content. This is accessible by pressing the "Custom report option" button in the Report options folder.

b2ap3_thumbnail_17.jpg 

 

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.

 

Need help updating?
(support login required)