JAZZIT FUNDAMENTALS HELP GUIDE
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Income Statement (9-column Statement Format)
 
The 9-column Income Statement format allows you to show up to 7 columns + a current year and prior year total or 1-9 columns that can be individually setup. Refer to 9 Column Statements with Budget Column on how to setup the 9-column statement format.
 
This statement can be used when preparing Not-for-Profit, Combined/Consolidated, Quarterly or Interim financial statements.
 
The same functionality exist on the 9-column statements and the 2 year with % statement formats with the exception of the following items:
 
Income Statement (9-column Statement Format)
1
Statement settings
1. Statement settings
The statement settings provide additional options for the Income Statement.
 
 
Statement title: Use the popup menu to choose an alternative statement name or manually enter the name in the input field. The statement name changes depending on the type of structure selected in the Client Profile section of the Home Menu.
Page size: The page size and page orientation is set depending on the number of columns selected. The following restrictions exist for printing the Balance Sheet:
 
  • The maximum number of columns available for Letter / Landscape is 6
  • The maximum number of columns available for Legal / Landscape is 9
  • The maximum number of columns available for Letter / Portrait is 4
 
Include Statement of Comprehensive Income statement at the bottom of this statement: You can choose to show the Statement of Comprehensive income at the bottom of the Income Statements. You also have the option to insert the Statement of Comprehensive Income as a separate schedule. Refer to Inserting Schedules into the Jazzit financial statements for more information on creating schedules.
Display maps: Use the popup menu to select to show KLIB maps only, or if you have also copied in the farming map numbers into your client file, you can choose to show the KLIB and FRMLIB map numbers on the Income Statement.
2
Columns
2. Columns
Click on the folder icon to show the column settings. In addition to setting the column headings, you can jump to the global column settings from here.
 
3
Show/hide rounding
3. Show/hide rounding
Click on this button to show/hide the statement Rounding options.
4
Column headings
4. Column headings
Use the checkboxes to the left of each heading line to skip or print the headings. Select the heading option you'd like to print using the popup menus. The following headings are available:
 
 
Row 1: Entity name - This is populated from the Engagement > Consolidate dialog in CaseWare.
Row 2: Balance type - Consolidated, Report, Unadjusted, Adjusted, Budget and Forecast. This can be used in conjunction with the balance type setting selected in the column settings.
Row 3: Selected period - Year-to-date, Months, Quarters, Periods, etc.
Row 4: Choose show to unaudited or restated in the headings.
Row 5: Description changes based on bucket selection in the column settings.
Row 6: Shows the year-end. You can also choose to show the balance type here.
5
Comments (input paragraphs)
5. Comments (input paragraphs)
You can edit existing input paragraphs or insert more paragraphs using the Express button (). Refer to Input Paragraphs for more information on inserting paragraphs.