CPEM Subscribers

CPEM Subscribers

The table below can be used as a conversion guideline if you are currently subscribed to the Jazzit CPEM Programs and Checklists:

For Year-Ends on or before December 13, 2017	CPEM Review (& Compilation)	CPEM Audit
Files to download	CPEM Review Master CPEM Review KLIB	PEG Audit Master PEG Audit KLIB
Jazzit Administrator performs:	Update as usual using the update control document, or; Download the new files (as per above) to replace the existing files. Refer to Downloading the Checklists from the Jazzit Support Centre for instructions on downloading the Jazzit Programs and Checklists. Set the path to the Resource Centre in JZPCKEY in the CPEM Review Master to the CPEM Review KLIB.	Move to the new PEG CHECKLISTS. Download the new files (as per above) to replace the existing files. Refer to Downloading the Checklists from the Jazzit Support Centre for instructions on downloading the Jazzit Programs and Checklists. Delete the old CPEM Audit Master and CPEM Audit KLIB files. Set the path to the Resource Centre in the JZPCKEYA in the PEG Audit Master to the PEG Audit KLIB.
File preparer performs:	Make sure the path to the Resource Centre in the JZPCKEY in each client file is set correctly. Make sure that the JZPCKEY in each client file is updated. Update templates within client files as necessary. Refer to Updating the Client File for more information.	Use copy components to replace existing JZPCKEYA in client files with new one from PEG Audit Master. Make sure the path to the Resource Centre in the JZPCKEYA in each client file is set correctly. Update templates within client files as necessary. Refer to Updating the Client File for more information.

For Year-Ends on or after December 14, 2017	CPEM Review (& Compilation)	CPEM Audit
Files to download	PEG Review Master PEG Review KLIB	PEG Audit Master PEG Audit KLIB
Jazzit Administrator performs:	Move to the new PEG CHECKLISTS. Download the new files (as per above) to replace the existing files. Refer to Downloading the Checklists from the Jazzit Support Centre for instructions on downloading the Jazzit Programs and Checklists. Delete the old CPEM Review Master and CPEM Review KLIB files if the firm won’t be using them anymore. Set the path to the Resource Centre in JZPCKEY in the PEG Review Master to the PEG Review KLIB.	Move to the new PEG CHECKLISTS. Download the new files (as per above) to replace the existing files. Refer to Downloading the Checklists from the Jazzit Support Centre for instructions on downloading the Jazzit Programs and Checklists. Delete the old CPEM Audit Master and CPEM Audit KLIB files. Set the path to the Resource Centre in the JZPCKEYA in the PEG Audit Master to the PEG Audit KLIB.
File preparer performs:	Delete all existing CPEM Review checklist from client files. Use copy components to bring new PEG Review checklists into client files. Make sure the path to the Resource Centre in the JZPCKEY in each client file is set correctly.	Use copy components to replace existing JZPCKEYA in client files with new one from PEG Audit Master. Make sure the path to the Resource Centre in the JZPCKEYA in each client file is set correctly. Update templates within client files as necessary. Refer to Updating the Client File for more information.