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© Accountants Templates Inc. (Jazzit) 2023
Suggestions or questions? Email us at wecanhelp@documentation.jazzit.com
Address Area
Address Area
1
Letter date
1. Letter date
The letter date is linked to sign-off from the Caseware Document Manager. You can choose from Today’s date, Preparer date, Manager date, Reviewer date and Manual date entry.
2
Confidentiality Stamp
2. Confidentiality Stamp
Confidentiality notice can be set in formatting options of the letter.
3
Client address block
3. Client address block
This is populated from the Engagement Properties dialog in Caseware. Double-click on any of the fields to review the Engagement properties.
4
Salutations
4. Salutations
The salutations are populated from the Contact 1 and Contact 2 tabs in the Engagement Properties dialog. A list of different formats are available by right-clicking on the
name.
 
5
Subject
5. Subject
Use checkbox toggle on/off the subject line. Use the dropdowns to select the contents of the subject line.