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Jazzit Fundamentals
Jazzit Fundamentals is a deeply integrated and flexible template collection of Financial Statements for various entity structures with up to 20 attached schedules and more than 100 working paper and letter templates to automate year-end engagements with your corporate clients.
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Jazzit Checklists
Jazzit Checklists are powerful templates with licensed content from CICA C-PEM and CGA PPM that, along with the Jazzit document management tools, help practioners perform efficient, cost-effective compilation and review engagements. Templates update from the Jazzit Checklist Resource Centre.
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Jazzit Score
Jazzit Score is a reporting tool that automatically creates a comprehensive 32 page financial report analyzing the health of your clients' business. Drawing on the trial balance info already entered, it includes ratio analysis, trend analysis, comparative industry and custom defined benchmarks with insightful commentary.
Proudly supplying Canadian accountants with premium CaseWare templates since 2000.
Jazzit is Canada's leading supplier of premium CaseWare templates for accountants.
Our products include Jazzit Fundamentals, Jazzit Checklists and Jazzit Score, creating a powerful suite of automated solutions for SME practitioners. Jazzit Fundamentals, the flagship product, is an integrated suite of over 115 templates that assists public accountants in completing year-end engagements with their corporate clients. With offices in Calgary, Alberta, and Kelowna, B.C., Jazzit's software serves over 5,000 accounting professionals across Canada.
Founded in 2000, Jazzit gives back to the national accounting and technology communities by supporting initiatives and providing scholarships to partners such as the Chartered Accountants of Canada (C.A.), Certified General Accountants (C.G.A.), SAIT, and NAIT.
Accountants Templates Inc. (ATI), the company that creates the Jazzit Suite, was founded by Michael Chew who is a Certified Management Accountant and was a CaseWare / CaseView trainer for over five years. ATI’s objective was to find better ways to leverage the technology in CaseWare and CaseView to help accountants finish their engagements faster, easier, and more accurately. Today, we are pleased to bring these efficiencies to you through our suite of working papers, client letters, notes to reader, and financial statements.
Our templates are extremely comprehensive!
Our Working Papers templates include:: Callable debt working paper, Capital lease working paper, Comparative generic working papers, Continuity of disposals, Deferred income, Diagnostics report, Envelope #10, Financial instrument worksheet, Five year generic working papers, Future income taxes working paper, GST/HST reasonability (simplified), GST/HST reasonability (detailed), Income statement analysis and commentary, Income taxes working paper, Receivable and payable confirmations, Intangible assets working paper, Knowledge of business checklist, Loans and notes receivable working paper, Long term debt working paper, Marketable securities working paper, Materiality guidelines, Other non-current assets, Prepaid expenses working paper, Property, plant & equipment working papers, Reconciliation of cost to UCC, Risk assessment for account balances, Summary of misstatements, 5 period generic working paper, 5 period income statement with percent working paper and more!
Letter templates include: Acknowledgement of independence letter, Bank confirmations, Bank confirmation letters to bank, Bank confirmation letter to client, CRA enclosure letter, Client enclosure letter, Client’s representation letter, Engagement letter, Envelope, Independence letter, Invoice, Letter to predecessor accountant / auditor, Letter to the lawyer, Management letter, Minute book review, Owner(s) consent for differential reporting, Provincial tax enclosure letter, Waiver of audit resolution, Year-end checklist.
Jazzit Financial Statement schedule types include: 1 – 3 year income statement schedule with optional budget column, 1 – 2 year income statement with percentage columns, Generic 2 column with subtotals, Partners’ taxable income, Manufacturing cost of sales, Property, plant & equipment, Analysis of sales and gross profit, Ratio analysis, Management’s responsibilities.
Our mission is to help you quickly use the power within CaseWare and CaseView to complete your engagements faster, easier, and with greater consistency. We believe in building trusted relationships with all our clients. Every client is like a partner, and we know that our success depends on your success with Jazzit! We have grown into a community of thousands of accounting professionals across Canada, making Jazzit the leader in CaseWare Productivity.
Thank you for being our customer.
What's New?
- May 11 Jazzit Fundamentals Update
- Jazzit has released an update on May 11, 2012 for the Jazzit Fundamentals now available for download. +MORE
- April 13 Jazzit Fundamentals Update
- Jazzit has released an update on April 13, 2012 for the Jazzit Fundamentals now available for download. +MORE
- March 19 CICA P&C Update
- Jazzit has released an update on March 19, 2012 to the CICA Review and Audit Checklists for the December 2011 CPEM revisions. +MORE
- March 9 Jazzit Fundamentals Update
- Jazzit has released an update on March 9, 2012 for the Jazzit Fundamentals now available for download. +MORE
- CAs of Newfoundland Award Winner
- Congratulations to Angie Fowler for winning the CAs of Newfoundland Jazzit CA Student Recognition Award for 2011. +MORE
- February 16 Jazzit Fundamentals Update
- Jazzit has released an update on February 16, 2012 for the Jazzit Fundamentals now available for download. +MORE
- Join Our Jazzit Community
- For the month of February we are donating $5 to the Calgary YWCA Women's Shelter for every client that joins our community. +MORE
- CAs of Alberta Jazzit Award Winner
- Congratulations to Howard Lewis for winning the CAs of Alberta Jazzit CA Student Recognition Award for 2011. +MORE
- SAIT Jazzit Award Winner
- Congratulations to Vicki Tran for winning the SAIT Jazzit Award for 2011/ 2012. +MORE
- January 6 Jazzit Fundamentals Update
- Jazzit has released an update on January 6, 2012 for the Jazzit Fundamentals now available for download. +MORE
- December 9 Jazzit Fundamentals Update
- Jazzit has released an update on December 9, 2011 for the Jazzit Fundamentals now available for download. +MORE
- December 2 Jazzit Checklists Update
- Jazzit has released an update on December 2, 2011 for the Jazzit Checklists (CPEM Audit) for the September 2011 CPEM revisions. +MORE
- November 7 CICA P&C Review Update
- Jazzit has released an update on November 7, 2011 to the CICA Review checklists for the September 2011 CPEM revisions. +MORE
- October 31 Jazzit Update Available
- October 31 update to Jazzit Fundamentals available for download. +MORE
- Jazzit CGA AB Scholarship
- This award recongizes the CGA student or gratuate in Alberta achieveing the highest average mark, at the first time writing, in FA4, FN2, and MS2 or MU1 examinations. +MORE
- Jazzit launches new website
- We're excited to launch our new website that will help us help our customers better. +MORE
- Announcing new customer community!
- Join the conversation! Submit bugs, ideas, whatever ... and have the community respond, discuss and chat! +MORE
- Customer Survey Results
- With over 350 responses, our fall Customer Survey was a huge success, and gave us a lot of insight into our business and your needs. Thanks to all those that participated! +MORE
- Booth winners of our iPod NANO's
- Gongrats to the winners of the iPod NANO's at our trade shows ... good to see everyone at the shows! +MORE
- Celebrating our 5,000th Jazzit user!
- We are excited to announce that we now have over 5,000 users of our Jazzit Templates across Canada. Thank you for being our customer! Here's to many more years of mutual success. +MORE
- From differential reporting to ASPE
- Here's some step-by-step instructions on how easy it is to use Jazzit to help you move from differential reporting to ASPE transition year and then to ASPE ongoing. +MORE
- ASPE Adoption and Dates
- We've prepared this chart of transition and adoption dates for when your clients' ASPE transition becomes mandatory. +MORE
- CaseWare 2011 and Jazzit
- Please ensure you are using the most recent release of CaseWare 2011 as early versions have issues which affect our templates.We will support both CaseWare 2010 and 2011 at least until the end of Sept. +MORE
- We're hiring!
- Due to continued rapid growth, Jazzit is expanding in its Calgary head office location with several new openings. See our careers section for more details and how to apply. +MORE
- Visit our booth at fall conferences
- We've got a busy fall lined up with exhibiting and sponsoring a variety of conferences in support of industry associations: CGA Ontario, CGA BC, CICA FRAC, Financial Tech Show and CA Small Practioners. +MORE








