JAZZIT FUNDAMENTALS HELP GUIDE
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Engagement Report
 
When the type of engagement is set in the Home Menu, the appropriate default wording will be presented. The options on the engagement report will vary depending on the type of engagement. Depending on the type of engagement, there may be different options to choose from on each report. In this example the engagement type is set to Audit. Most information and settings completed here will also reflect on the Engagement Letter (EL).
 
Jazzit Administrators can setup the default selections in the RP- Engagement Report in the Resource Centre. This creates consistency in client files when the Engagement Report is Updated/Reloaded from the Resource Centre.
 
Engagement Report
1
Additional spacing above report
1. Additional spacing above report
You can change the additional spacing for the headings to accommodate the firm's letterhead. The default can be set in the HF module in the Resource Centre.
2
Body font size
2.  Body font size
The font size for the Engagement Report can be uniquely set in the Report settings. This can be used as a method to make the Engagement report fit on one page.
3
Section headings
3.  Section headings
Section headings can be set to bold, italics or unbold.
4
Lines above / below report heading
4.  Lines above / below report heading
Switch the lines running above and below the report heading on or off.
5
Report heading position and format
5. Report heading position and format
Select the heading justification and capitalization options.
6
Report heading capitalization
6. Report heading capitalization
Select if the headings in the Engagement Report are to appear in uppercase or title (upper and lower)
7
Statement headings
7. Statement headings
Select which wording you would like to appear in the statement headings when performing a Review or Notice to Reader engagement. If you are preparing a Review engagement with a year end on or after December 14, 2017 there is no longer a requirement for any wording to appear in the statement header with reference to the financial statements being "Unaudited".
8
Framework
8. Framework
Choose which framework to use. This is dependent on the type of engagement and structure selected.
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Ongoing / Transition
9. Ongoing / Transition
Choose whether the engagement is ongoing or in a transition year. When transition year is selected you will have additional prompts advising you to insert the transition Balance Sheet and the note.
 
10
Current and (or) comparative figures
10. Current and (or) comparative figures
Choose to show current year (corresponding) or current year (corresponding) and comparative information on the Engagement reports
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Framework description
11. Framework description
Select the desired framework wording.
12
Standard used
12. Standard used
Choose which standard is used. This is dependent on the type of engagement selected.
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Prior year prepared by
13. Prior year prepared by
Select of the prior year engagement was prepared by our firm or another
 
14
Additional sections
14. Additional sections
Check off the checkbox to turn on additional sections available.
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Engagement Report body text
The blue text is the body of the Engagement Report. You can manually type in or change information in this field if required. To add a new paragraph in this field, use SHIFT + ENTER.
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Selected audit opinion
16. Selected audit opinion
Select the opinion type. The content will change according to the opinion selected.
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Express button
17. Express button
Use the express button to insert more rows into a section. You have a choice of various types of paragraphs that you can enter, for example, left-aligned, indented, number (1st, 2nd and 3rd levels), bulleted, numbering or letters. Refer to Express button options for more details on using the express button.
18
Signature block
18. Signature block
The defaults for the signature block are set in the HF module in the Resource Centre by the Jazzit Administrator. Use the popup menu's to select alternative content if desired. If the information is different for a specific client, you can override the defaults by typing in the alternative content into the green input cells. Changes will be flagged with a red override indicator.