WHAT'S NEW Jazzit Fundamentals release notes for February 25, 2022 update
Administrators please note we will be moving from CaseWare 2020 to 2021 version only at the end of April. While we presently support for both CaseWare 2020 and 2021 we will be providing updates only in CaseWare 2021 after April 29th. An archive in CaseWare 2020 version of our templates will be available from our website download area (Snackbar) for Jazzit Fundamentals only.
Please be advised that after April 29th any issue reported to us will only be corrected in CaseWare 2021 version.
Here are the revisions included in the February 25, 2022, update to Jazzit Fundamentals.
Remember to update your KLIB/FRMLIB Resources Centres via the RC UPDATE control located at the top of your document manager. Updating to this release will include all prior revisions made to the templates.
You must have CaseWare Working papers 2020 or newer 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.
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FS-FINANCIAL STATEMENTS AND SCHEDULES
Added paragraph skip in statement heading if period ending information is set to blank.
JZUPDATE-RC UPDATE CONTROL
New documents are now automatically added to the Resource Centre and Master file document managers.
Updated step 4 (refresh dates), JZUPDATE no longer needs to be reloaded before step 5.
K2 -BASIS OF PRESENTATION NOTES
Added new options to the Basis of Presentation note.
KN-GENERIC AND SINGLE COLUMN NOTES
Added a new note for retractable shares.
TC -FINANCIAL STATEMENT INDEX
Added the ability to edit the heading “Index to Financial Statements.
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.
If you are installing Jazzit PACT or need help using the templates please refer to our online documentation.
The modules listed below are dated February 28, 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 2020 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
Features:
PTT1ORG -PERSONAL TAX ORGANIZER
New checklist added to the tax services checklist folder. You can either complete this checklist in CaseView or send a printout to your client
PTST1 -PERSONAL TAX CHECKLIST (2021)
The personal tax checklist has been updated for the 2021 taxation year.
Corrections and Enhancements:
GENERIC CHECKLISTS
Added support for electronic signature when this section is set to on by the administrator. Also updated the functionality in the optional conclusion paragraph.
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.
Simply move your existing Jazzit Checklist Master file(s) and Resource Centre(s) to a different location (you can delete these later if you don't need to refer to them in the future)
Download new Jazzit Checklist Master file(s) and Resource Centre(s)
Tip: Make sure you save the files you download in the exact same place as the old ones were so you don't have to revise Resource Centre paths.
For more detailed instructions about how to update your checklists using either the Quick Method or the Regular Method, download our Jazzit Checklists User Guide.
