Knowledge Base
SMSF Auditomation
It speeds up your audit process and helps manage your practice with next-generation cloud-based tools.Workpapers Sorted
Discover the future of financial management with our innovative software. Empowering accountants to create, organise, and analyse work papers digitally, it eliminates manual errors and boosts efficiency with automated calculations, data import/exportSMSF Sorted
Deliver structured and compliant SMSF workpapers to auditors in just one click.SMSF Sorted Lite
Sorted Lite empowers accountants using Class Super with document management, workpaper preparation, data submission for audit, auditing tracking, and makes collaborating with your auditor easier using the query module.
Recent Articles
Hover-to-view comments on checklist and financial line items
Introduction We are excited to introduce an enhancement to the Comments Hover Preview feature in the Auditomation portal, designed to improve efficiency and streamline the review experience for auditors and reviewers across the platform. What’s New? ...ATO Command Centre
Introduction The ATO Command Centre (ACC) within Workpapers Sorted provides firms with a centralised hub to manage ATO lodgements, due dates, and communications directly from a single platform. With the ACC, firms can monitor lodgement obligations, ...Workflow Module
Introduction The Workflow Module in Workpapers Sorted helps firms manage jobs through a structured and customisable workflow process. It allows firms to create workflow stages that align with their internal operational requirements, while improving ...Workflow Dashboard & ATO Command Centre (Beta)
Introduction We’re excited to introduce powerful new enhancements designed to improve visibility, collaboration, and efficiency across your practice. With the launch of the new Workflow Module and the ATO Command Centre, you can now manage jobs, ATO ...Uploading Documents from Sorted Lite and Syncing to Sorted Pro
Introduction- This article explains the end-to-end process of how documents from Class DMS can be brought into SMSF Sorted Pro using Sorted Lite. Uploading Documents from Sorted Lite and Syncing to Sorted Pro Step 1: Upload Documents in Sorted Lite ...
Popular Articles
Release 4.3
Release 4.3 Thank you for all of your invaluable feedback & suggestions. Some of these have taken time to build but it is very exciting to see them available. We still have many suggestions and ideas under review and many more scheduled for release ...Release 5.2
1) Update in Job Stage and Statuses Below will be new in the job stage and status: On Hold : Introducing a new stage and status. This is in purpose to use to keep any job on hold and can be used in managing workflow. The accountant will also be able ...Audit Letters and Reports
Introduction The report templates have been organized into two main categories: Pre-Audit Templates and Post-Audit Templates. Pre-Audit Templates Audit Engagement Letter Trustee Representation Letter Ethical Clearance Letter Post-Audit Templates ...SMSF Sorted - Tutorial Video Part 2 - Importing Funds and Creating Jobs
Tutorial Video Part 2 - Importing Funds and Creating Jobs This video provides a demonstration on how to import funds from Class or BGL360 and how to create a 'Job' to reconcile the fund and prepare the Audit Workpapers. To learn more about the ...Dashboard Overview
Introduction The dashboard is the landing page and it displays a glimpse of the data from the various parts of the portal. All the icons and menu items available on the dashboard have been explained as under: On the left side of the portal Company ...