Sign in

September 30, 2022 Jazzit Fundamentals Update Available

BS, BS2 & BS3 - ALL BALANCE SHEET MODULES

  • Added option to bold the line descriptions in long-term areas of the balance sheet.

    • Story 10 1 image


    CL - CLIENT ENCLOSURE LETTER

  • Added multi-column table for instalments required, paid, and payable in corporate tax and GST/HST instalment sections.

    • Story 10 2 image


    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.

    • Story 10 3 image


    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.

    • Story 10 4 image


    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.

    • Story 10 5 image

  • Appendix A to the engagement letter now supports the custom report option.

    • Story 10 6 image


    JZPA - LETTER TO PREDECESSOR ACCOUNTANT / AUDITOR

  • Added optional section at bottom of letter for "Acknowledged by" with client signature lines.

    • Story 10 7 image


    JZR1 - ADDITIONAL LETTER FROM CLIENT

  • Home menu was updated to new format.

    • Story 10 8 image


    JZTOOLS - JAZZIT TOOLBOX

  • Added single/plural options for letters addressed to firm from the client.

    • Story 10 9 image


    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.

    • Story 10 10 image


    K7 - SHARE CAPITAL NOTES

  • Default note now includes optional sections for share redemptions, stock-based compensation plans, and stock options.

    • Story 10 11 image


    KT - TAX NOTES

  • Added optional section below net income for income tax purposes for other adjustments to taxable income.

    • Story 10 12 image


    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.

    • Story 10 13 image


    SC3 - PARTNERS' TAXABLE INCOME

  • Update now prompts to backup the Resource Centre and master file before completing step 5.

    • Story 10 14 image


    JZUPDATE - RESOURCE CENTRE UPDATE CONTROL

  • Setting structure to proprietor, partnership or NFP sets the tax only option to personal tax return, partnership information return, NFP information return respectively.

    • Story 10 5 image

  • Update now prompts to uncompressed the linked master file when compressed.

    • Story 10 6 image