Headers and Footers for PACT (non 4200 engagement)

Jazzit Checklists
#1

Saw the Jazzit with Java video on adding headers and footers to PACT letters.

However, from what I hear, I need to have the financial statements in the the file. Is there a way to get the headers and footers without the financial statements in the file?

The reason I ask is that I am outside of 4200 and not doing financial statements and didn’t want that file in Caseware - is that possible?

#2

Hi Arden.

The Headers and Footers on the PACT letters should work without the FS being present in the CaseWare file. If not, please contact the support team using the contact information provided on jazzitsupport.com for assistance with this.

Best wishes,
David