Here are the revisions included in the September 30, 2022, update to Jazzit Fundamentals.
Remember to update your KLIB/FRMLIB Resource Centres via the RC UPDATE control located at the top of your document manager. If you are working remotely, we recommend you copy the Jazzit Resource Centre and related Master CaseWare files to your local drive before updating. These CaseWare files can be copied back to the central location after the update is completed. Updating to this release will include all prior revisions made to the templates.
You must have CaseWare Working papers 2021 or newer installed if you wish to update from the Resource Centre update control in KLIB and FRMLIB.
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Click the video below for instructions on how to update your Jazzit Templates.
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BS, BS2 & BS3 -ALL BALANCE SHEET MODULES
Added option to bold the line descriptions in long-term areas of the balance sheet.
CL -CLIENT ENCLOSURE LETTER
Added multi-column table for instalments required, paid, and payable in corporate tax and GST/HST instalment sections.
IS -INCOME STATEMENT, STATEMENT OF RETAINED EARNINGS, EXPENSE SCHEDULE
Option under IS statement folder to switch between % and $/unit when % column is selected on the home menu under column settings.
IS2-9 COLUMN INCOME STATEMENT WITH BUDGET
Option under IS statement folder to switch between % and $/unit when % col is selected under IS columns folder.
JZEL -ENGAGEMENT LETTER
Setting structure to proprietor, partnership or NFP sets the tax only option to personal tax return, partnership information return, NFP information return respectively.
Appendix A to the engagement letter now supports the custom report option.
JZPA -LETTER TO PREDECESSOR ACCOUNTANT / AUDITOR
Added optional section at bottom of letter for "Acknowledged by" with client signature lines.
JZR1 -ADDITIONAL LETTER FROM CLIENT
Home menu was updated to new format.
JZTOOLS -JAZZIT TOOLBOX
Added single/plural options for letters addressed to firm from the client.
K5, K9, KG, KV -DEBT AND LEASE NOTES LINKED TO WORKING PAPERS
Added the option to insert manual lines in the loan/lease details area of note linked to working paper.
K7 -SHARE CAPITAL NOTES
Default note now includes optional sections for share redemptions, stock-based compensation plans, and stock options.
KT -TAX NOTES
Added optional section below net income for income tax purposes for other adjustments to taxable income.
RP -ENGAGEMENT REPORT
Increased maximum spacing option above the report from 1.5 inches to 2.5 inches.
Updated so Appendix A to the engagement letter can support the custom report option.
SC3 -PARTNERS' TAXABLE INCOME
Subtotal for the "Less:" section and underlines for each subsection added.
JZUPDATE -RESOURCE CENTRE UPDATE CONTROL
Update now prompts to backup the Resource Centre and master file before completing step 5.
Update now prompts to uncompressed the linked master file when compressed.
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.