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© Accountants Templates Inc. (Jazzit) 2022
Suggestions or questions? Email us at wecanhelp@documentation.jazzit.com
Engagement Letter Highlights
 
Engagement Letter Highlights
1
Report options
1. Report options
Click on the folder icon to view more report options.
2
Refresh sample report
2. Refresh sample report
Click on the Refresh sample report button to update the settings from the Engagement Report in the Jazzit financial statements. Save and close the Jazzit financial statements and return to the Engagement Letter.
3
Additional spacing above sample report
3. Additional spacing above sample report
Use the popup menu to increase or decrease the spacing above the sample report.
4
Skip report heading
4. Skip report heading
Use the popup menu to choose to print or skip the report heading.
 
5
Salutation Format
5. Salutation Format
Set the salutation (heading for the first paragraph) to either Unbold (plain), Bold or Italics
6
Section heading Format
6. Section heading Format
Set the Sections headings (All headings for subsequent paragraphs) to to either Unbold (plain), Bold or Italics
7
Skip signature block
7. Skip signature block
Use the popup menu to choose to print or skip the signature area.
 
8
Engagement report defaults
8. Engagement report defaults
The defaults are populated from the Engagement Report in the Jazzit financial statements. Use the popup menu to override the Engagement Report defaults.
9
Heading format and page break
9. Heading format and page break
Right-click for an options to add a page break above the heading or change its format.
 
10
Additional spacing below sample report
10. Additional spacing below sample report
Use the popup menu to increase or decreasing the spacing below the sample report.
11
Show or hide sections
11. Show or hide sections
You'll see multiple sections or headings throughout the Engagement Letter. Click on the folder icon to show or hide the applicable sections. The sections are also filtered based on the engagement type selection.
12
Express menu options
12. Express menu options
Right-click on the express menu to view the available paragraph and section options. Use the express menu to insert new paragraphs, sort the paragraphs within a section, insert page breaks and delete existing paragraphs.