Defaults set in the Jazzit financial statements will get transferred to the letters depending on the letter type. Default options are set in the Engagement, Client profile, and Short Year panels of the Financial statement Home menu. Options can be set differently from the default choice from the FS. Default linked choices from the FS are highlighted in bold.

 

 

Certain defaults can from the Jazzit Financial Statements can be enforced on the entire Caseware file via Global settings in the Jazzit Diagnostics Report.