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Jazzit has released an update on November 20, 2012 for the CPEM Audit Checklists for the 2012 CPEM revisions.  Administrators please click on the revision logs to see the changes:

Audit log: http://www.accountants-templates.com/members/CPEM_Audit/Date.pdf

If you require assistance in updating your Jazzit Checklists please click on the following link: Updating Jazzit Checklists

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Congratulations to Sadia Wattoo 2012 - 2013 receipient 

This award is available to a second year student enrolled in the Business Administration- Accounting program. Awarded on the basis of the most academic improvement between semester I and semester II of the program.
www.nait.ca/scholarships

 

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Jazzit has released an update on October 19, 2012 for the CPEM Review Checklists for the October 2012 CPEM revisions.  Administrators please click on the revision log to see the changes:

Review log: http://www.accountants-templates.com/members/CPEM_Review/Date.pdf 

If you require assistance in updating your Jazzit Checklists please click on the following link: Updating Jazzit Checklists

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Posted by on in Jazzit Updates

Jazzit has released an update for Jazzit Fundamentals on October 5, 2012.  Administrators please click on the link for the log of revisions:  http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

The following updates are included in the October 5th, 2012 Jazzit Fundamentals update:

JZUPDATE RC Update Control: New GENMST documents are no longer individually downloaded from the website and saved locally.  Clicking on the GENMST button, when visible to the right of any line item, now copies new GENMST documents included in the KLIBUPDATE folder into the GENMST path as specified under documents settings.

RP Engagement Report: Transition diagnostics now available for both ASPE and ASNPO.  

KN Generic & 1 Column Notes: ASPE transition note now supports transition to ASNPO if the Structure under Client Profile in the Home Menu is set to Not-for-Profit.

JZAR1 Accounts Receivable Confirmation: Added feature for user to choose from companies that have been added to the Accounts Receivable Control (JZARCNTRL) in order to populate the Accounts Receivable Confirmation document.

 JZARCTRL Accounts Receivable Control: Added the ablility to list 21 companies.

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This award recongizes the CGA student or gratuate in Alberta achieveing the highest average mark, at the first time writing, in FN2 and MS2 examinations.  To be presented November 20th at the 2012 CGA Alberta Honours & Awards Gala. www.cga-alberta.org

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Posted by on in Jazzit Updates

Jazzit has released an update for Jazzit Fundamentals on August 29, 2012.  Administrators please click on the link for the log of revisions:  http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

The following updates are included in the August 29th, 2012 Jazzit Fundamentals update:

T4 Reconciliation (JZSR): Added a new Jazzit template - T4 Reconciliation (JZSR).

 

CP - Home Menu: Added "double click" feature on each of these cells to "jump" to the referenced statement within the statements when "1-3 yr with budget column statements" selected.

 

 

 

 

 

 

 

Engagement Report (RP) and Engagement Letter (EL): Added new independence disclosure for Notice to Reader under "Prohibition - financial interests".

KN, KO, KP Generic (single, two & three or four column) Notes: Added sore button and navigation pop-up cell to freeze area of note module.

KP Generic Three to Five Column Notes: Added a new note KPC which is another copy of KP8.

Knowledge of Business Checklist (JZKC): Linked the federal corporate tax number and the provincial corporate tax number to the financial statement home menu/ client profile information.

 

 

 

 

 

 

 

 

 

 

 

Generic Checklists (JZPCA, JZPCB, JZPCC, JZPCD): Increased the number of available procedures from ten to thirty.

RL Client Representation Letter: Added support for ASPE, ASNPO, IFRS and Canadian GAAP.

 

 

 

 

 

 

 

 

 

Added a qualification for the NFP audit report and sample report within the Engagement Letter for Revenues from fundraising.

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Posted by on in Jazzit Updates

CPEM Audit A524 Worksheet - Analytical Review template now includes calculations to bring amounts into the analysis area automatically from the CaseWare trial balance.   We also added the option to turn off years other than the current year at top of template.  Diagnostics are now included in freeze frame if income does not agree to the NI in CaseWare (before income taxes) or if the total assets does not equal total liabilities & equity.

 

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Posted by on in Jazzit Updates

Jazzit has released an update for Jazzit Fundamentals on July 13, 2012.  Administrators please click on the link for the log of revisions.  http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

The following updates are included in the July 13th, 2012 Jazzit Fundamentals update:

  1. The JZUPDATE now includes the option to save notes regarding customization applied to a particular module.  You can switch between seeing revision dates and the customized notes with a switch at the top of the template.
  2. We have added support for the new designation "Certified Professional Accountant" (CPA) in the financial statement home menu, the enagagement report, independence letter, Acknowledgement of independence letter, and the client representation letter.
  3. Users can now manually select between CPEM and PPM wording for the engagement letter and the client representation letter.
  4. The 1 - 9 column income schedules have been released.  Requires HF modules with header/ footer 7 and 8.
  5. We have added support for IFRS and ASNPO wording to the engagement report, engagement letter, and client representation letter.  Client can also type in other standards for accounting as desired.
  6. The PPE note in the financial statement now has the option to link directly to the PPE working paper.
  7. Bank reconciliation working paper added in this build.
  8. Added the option to include a line for client initials below any enclosure or other matter in the client enclosure letter.
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Posted by on in Jazzit Updates

Jazzit has released an update for Jazzit Fundamentals on May 11, 2012.  Administrators please click on the link for the log of revisions. http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf 

In the May 11, 2012 update of Jazzit Fundamentals we have added a new working paper (ASPEPE) to track the revaluation of property, plant & equipment.  This working paper tracks the original cost, shows the adjustment required for ASPE revaluation, as well as the adjustment to the prior year's amortization expense.  Values in this working paper can be quickly transferred to the two property, plant & equipment working papers (CA & CB).

ASPEPE

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Posted by on in Company News

Jazzit offers people considering our templates a number of benefits.  To keep it all straight we have created a video on our YouTube channel which provides an overview of Jazzit Fundamentals. Sit back, relax and take a few minutes to watch the new Jazzit product video:  Jazzit Video.  Enjoy!

If you have friends or colleges looking for a new template solution please pass the link along to them.

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Posted by on in Jazzit Updates

Jazzit has released an update for Jazzit Fundamentals on April 13, 2012.  Administrators please click on the link for the log of revisions. http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf 

The April 13, 2012 build for Jazzit Fundamentals includes our popular generic checklists.  There are four different checklists Administrators can copy and add content to:

  1. 1. Checklist with Y/N & checkmark          2. Checklist with checkmark and initials         
  2. 3. Checklist with Y/N and initials              4. Checklist with multiple Y/N columns

These generic checklists are ideal for creating procedures for T1 engagements, firm administrative tasks, or any other unique engagement.  Note the Administrators can access both the form and design mode for these checklists using the Jazzit Fundamentals Administrator password.

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Jazzit has released an update on March 19, 2012 for the CPEM Review and Audit Checklists for the December 2011 CPEM revisions which were provided to template developers on March 16.  Administrators please click on the revision logs to see the changes:

Review log: http://www.accountants-templates.com/members/CPEM_Review/Date.pdf 

Audit log: http://www.accountants-templates.com/members/CPEM_Audit/Date.pdf

If you require assistance in updating your Jazzit Checklists please click on the following link: Updating Jazzit Checklists

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Posted by on in Jazzit Updates

Jazzit has released an update for Jazzit Fundamentals on March 9, 2012.  Administrators please click on the link for the log of revisions. http://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

On March 9th we added a new working paper to Jazzit Fundamentals to analyze business use of home and vehicle (JZBUHV).  This template includes an area to calculate automotive expenses on a per km basis as well as expense groups which can have a specified percentage of the total deducted for personal use.

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Congratulations to Angie Fowler, the 2011 recipient

Ms. Fowler, is from Roaches Line, Newfoundland and received a Bachelor of Commerce (Co-op) (Honours) degree from Memorial University. Angie has been able to maintain active in her community while fulfilling her academic and professional commitments.  www.icanl.ca

 

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Posted by on in Jazzit Updates

Jazzit has released an update on February 16, 2012 for the Jazzit Fundamentals now available for download.  

Included in this update is a new template (JZQS) for engagement queries.  This template allows the reviewer to quickly note outstanding queries on key areas of the file and trial balance accounts.  Sections are flagged in red when there are outstanding queries.  We have also responded to client requests and added the option to carry balances forward indefinitely in the prepaid expenses and deferred income working papers.  Simply leave the starting and ending balances blank to carry the amount paid/received forward to the next yearhttp://www.accountants-templates.com/members/content/download/Arialup/Date.pdf

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Congratulations to Howard Lewis the 2011 award winner

Awarded to a southern Alberta-based writer who maintains active service in the community while successfully completing the UFE. www.albertacas.ca

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Congratulations to Vicki Tran, the winner of the Southern Alberta Insitute of Technology - Jazzit Award for 2011/ 2012.

This award is available to a second year student enrolled in the Business Administration / Accounting program. Awarded on the basis of the most academic improvement between semester I and semester II of the program.

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Posted by on in Company News

The office was closed on Friday December 16 to enjoy a day of Dog Sledding at Snowy Owl in Canmore. Check out our Youtube video at http://www.youtube.com/watch?v=w-ybG0B_Tx8&feature=youtu.be

 

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Posted by on in Jazzit Updates

Jazzit has released an update on December 2, 2011 for the Jazzit Checklists (CPEM Audit) for the September 2011 CPEM revisions.  This update includes nine new templates and updates to forty-one other checklists.  All checklists now support 2x click to alternate between Y/N/NA/Blank for faster completion.  http://www.accountants-templates.com/members/CPEM_Audit/Date.pdf

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This past Thursday and Friday Lori and I were at the Banff Arts Centre attending the C.A. Small Practitioners' Forum for 2011. While it was cold outside the group inside was very warm and welcoming. Thank you to everyone who dropped by our exhibit to say hi.

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