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© Accountants Templates Inc. (Jazzit) 2023
Suggestions or questions? Email us at wecanhelp@documentation.jazzit.com
Financial statements checklist (FI)
See Common Working Paper features to see information on features not specific to this working paper.
Financial statements checklist (FI)
1
Client Profile
1. Client Profile
Click to directly access Caseware engagement properties which includes client profile information.
2
Print reference column
2. Print reference column
Skip/print the reference column on the left side of the working paper.
3
Number of columns
3. Number of columns
Set the number of columns for all the sections. The default is 4.
4
Individual document sign-off
4. Individual document sign-off
Turn on/off the document sign-off column.
 
5
Groups
5. Groups
Toggle sections on/off. Scroll down to the group and manually edit the header cell to rename groups. Use the buttons Select all groups and Deselect all groups to turn on/off all groups.
6
Sort Groups
6. Sort Groups
Click button to sort the working paper groups.
7
Folder
7. Folder
Click on the folder to turn on/off each section.