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It speeds up your audit process and helps manage your practice with next-generation cloud-based tools.Tax 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/export
Recent Articles
Managing Audit Letters & Reports shared by the Auditor
Introduction Audit Letters and Reports shared by auditors can be accessed in your DMS folder for generation and processing. This guide outlines how to manage and process audit letters and reports, including generating, sharing, and managing Pre-Audit ...Observation Tolerance
Introduction Our new Observation Tolerance feature has been introduced to reduce unnecessary manual work when reviewing data imported from accounting softwares. This feature allows users to set acceptable variance limits for small discrepancies, such ...Observation Tolerance
Introduction Our new Observation Tolerance feature has been introduced to reduce unnecessary manual work when reviewing data imported from accounting softwares. This feature allows users to set acceptable variance limits for small discrepancies, such ...Observation Tolerance
Introduction Our new Observation Tolerance feature has been introduced to reduce unnecessary manual work when reviewing data imported from accounting softwares. This feature allows users to set acceptable variance limits for small discrepancies, such ...Responding to Auditor's Queries
Introduction The SMSF Sorted Basic Portal allows you to easily receive and respond to auditor queries. Here's a quick guide to accessing and managing these queries. Accessing & Managing Queries From the Fund Dashboard Step 1: Navigate to the External ...
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.Release 3.0
Dashboard Overview Highlighting the additional functionality of the new dashboard and a brief description of the new functions Already Released Improvements · Re-import feature with override or delete existing data options. ...