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Adding Jazzit to Caseware files

 
 
Before rolling forward the prior year file:
  • PDF the old financial statements
  • Ensure you have a backup of your Caseware client file
  • Copy the Jazzit templates and mapping/groupings in using Copy Components
  • Map accounts and make presentation in template mirror financial statements issued the prior year. In doing this, when you enter in current year trial balance your presentation should be comparative with the prior year.