Set the engagement type to Compilation, Review, or Audit to display the proper report. This will also set the default engagement type for all Jazzit letters and working papers within that client file.

Choose between singular or plural options. The wording within the report (i.e. we have reviewed or I have reviewed) is controlled by the Wording option. This will also set the default wording within all Jazzit letters for that client file.

Set the designation at the bottom of the engagement report with the Designation option. Note that you can type in any description here if none of the supplied options are appropriate. This will also set the default designation type for all Jazzit letters for that client file.

 

Specifies the default name for the signature area of the Jazzit letters.

Toggle between 'financial instruments' or 'financial information' for the purposes of CSRS 4200.