Updating Client files

Adding New Jazzit Documents to the Client File

New documents should be added to the client file using Copy components. Preparers will copy the documents from the Firm master or Jazzit Master file, depending on which file is used as the master template.

Updating the Jazzit Financial Statements and Notes

Refer to Updating the Jazzit Financial Statements and Notes on updating Jazzit financial statements and notes.

Updating Jazzit Working Papers and Letters

Refer to Updating Jazzit Working Papers and Letters on updating Jazzit the Working Papers and Letters.