CasewareDocs

Jazzit Document Identifiers

See below for a list of Jazzit document identifiers

Document identifier Document name

3B

Notes from review with client

BB

Bank confirmation letter for client

BC-BG

Bank confirmation 1-5

BL-BP

Bank confirmation 1-5 letters

CA

Property, plant & equipment

CB

Property, plant & equipment 2

CE

Continuity of disposals

CL

Client enclosure letter

DI

Deferred income

FC

Final Checklist

FI

Financial statements checklist

FS

Jazzit financial statements

FSLETTER

Financial statement - generic letter

FSSCH21-30

Additional schedules

FT

Future income taxes

G1

GST/HST reconciliation - quick method of accounting options

GS

GST/HST reconciliation - detailed method

I1

Client Invoice

IA

Intangible assets

IU

Account analysis

JZ5COL1

Five column generic working paper

JZ5P

Five period generic working paper

JZ5YRIS

Five period income statement with % working paper

JZAL

Accrued liabilities

JZAOI

Acknowledgement of independence letter

JZAP1

Accounts payable confirmation

JZAPCTRL

Accounts payable confirmations controls

JZAR1

Accounts receivable confirmation

JZARCTRL

Accounts receivable confirmations control

JZASPE1

ASPE - reconciliation of retained earnings at transition date

JZASPEPE

ASPE - revaluation of property, plant & equipment

JZBKL

Bookkeeping letter

JZBR1-JZBR5

Bank reconciliation 1-5

JZBUHV

Business use of home and vehicle

JZCD

Callable debt

JZCPL

Capital leases

JZDIAG

Diagnostics report

JZDR

Investment income

JZEL

Engagement letter

JZENV

Envelope #10

JZFIW

Financial instruments

JZGNMSWP

Generic 9 column multi-section working paper

JZIL

Independence letter

JZKC

Knowledge of business checklist

JZL1

Letter to the lawyer

JZLAMORT

Loan Calculator

JZLNR

Loans and notes receivable

JZMBREV

Minute book review

JZMIS

Summary of misstatements

JZMS-JZMW

Marketable securities - broker acct 6 - 10

JZNET

Net worth statement

JZNEXT

Considerations for next year

JZPA

Letter to predecessor accountant / auditor

JZPACK

Jazzit print package

JZPCA

Checklist with Y/N & checkmark

JZPCB

Checklist with checkmark and initials

JZPCC

Checklist with Y/N and initials

JZPCD

Checklist with multiple Y/N columns

JZPCE

Checklist with multiple checkmark columns

JZQS

Engagement queries

JZR1

Additional letter from client

JZRL

Management representations letter

JZRX

Custom Report

JZSR

T4 reconciliation

JZTOOLS

Jazzit Toolbox (Resource Centre only)

JZTXPMT

Tax payments schedule

LT

Long term debt

M1

Comparative generic working paper

ML

Management letter

MS-MW

Marketable securities - broker acct 1 – 5

N1

Five-year generic working paper

OD

Other non-current assets

P1

Provincial tax enclosure letter

PE

Prepaid expenses

Q1 to Q9

Additional letters

QA to QK

Additional letters

RA

Risk assessment for account balances

RC

Reconciliation of cost to UCC

T2

CRA enclosure letter

TX

Income taxes

W1-W9

Additional working papers

WA-WK

Additional working papers

WV

Waiver of audit resolution

YC

Year-end checklist letter