When the type of engagement is set in the Home Menu, the appropriate default wording will be presented. The options on the engagement report will vary depending on the type of engagement. Depending on the type of engagement, there may be different options to choose from on each report. In this example the engagement type is set to Audit. Most information and settings completed here will also reflect on the Engagement Letter (EL).
Jazzit Administrators can setup the default selections in the RP- Engagement Report in the Resource Centre. This creates consistency in client files when the Engagement Report is Updated/Reloaded from the Resource Centre.
Additional spacing above report
You can change the additional spacing for the headings to accommodate the firm's letterhead. The default can be set in the HF module in the Resource Centre.
Choose the option or type in the entity description as required. The default option is the first bold option in the popup menu and is based on the type of structure chosen. This option can also be found in Home menu > Client Profile.
The font size for the Engagement Report can be uniquely set in the Report settings. This can be used as a method to make the Engagement report fit on one page.
Individual paragraphs and headings can be disabled using the on/off switches. Set this option to Show to show the switches. See the video for more information.
Select which wording you would like to appear in the statement headings when performing a Review or Compilation engagement. The newest Review and Compilation Standards no longer require '(unaudited)' to be shown in statements headings. So typically this field will be empty.
Header for subsequent report page (if applicable):
Select what header you want to add to the subsequent pages of the report. The default header 9 is blank and can be customized in the HF modules of the Resource Centre.
Choose whether the engagement is ongoing or in a transition year. When transition year is selected you will have additional prompts advising you to insert the transition Balance Sheet and the note.
Choose which standard is used. This is dependent on the type of engagement selected. Selecting IFRS will enable support for group audits where a specific engagement partner is referenced in the audit report.
When the report is set to Compilation, you have the option of using the Section 9200 version of the NTR report or the newer CSRS 4200 version of the NTR report.
Check off the checkbox to turn on additional sections available. Note: Sections will show or hide depending on the accounting framework/standards selected.
Modify the report heading by right-clicking on the heading itself. Heading position, capitalization and underlines can be modified here. Note: These options can also be accessed from the Report options (see above)
Select to have the audit report indicate whether only the current period has been audited (Audit opinion for current period) or both periods have been audited (Audit opinion for each period)
Assurance status of the prior period. Indicate whether assurance services had been performed on the prior period and whether such the assurance was done by your firm or a predecessor firm. This option will disappear when Periods audited is set to Audit option for each period.
Right-click on the salutation to modify salutation formatting, report header formatting. You can also skip the heading if required. Note: These options can also be set from the Report options (see above)
The blue text is the body of the Engagement Report. You can manually type in or change information in this field if required. To add a new paragraph in this field, use SHIFT + ENTER.
Use the express menu to insert more rows into a section. You have a choice of various types of paragraphs that you can enter, for example, left-aligned, indented, number (1st, 2nd and 3rd levels), bulleted, numbering or letters. Refer to Express menu options for more details on using the express menu.
Right click on the section heading for the ability to set section heading format (can be also done in the above options) and the ability to add a Page break right above the heading. You can also add additional space and skip the row entirely.
The defaults for the signature block are set in the HF module in the Resource Centre by the Jazzit Administrator. Use the popup menu's to select alternative content if desired. If the information is different for a specific client, you can override the defaults by typing in the alternative content into the green input cells. Changes will be flagged with a red override indicator.
This location is also where the password for the e-signature is entered.
