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Video ResourcesSMSF Auditomation
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
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FAQs - Auditomation
Introduction Below are a few of the Frequently asked questioned by our Auditors that might help you to utilise SMSF Auditomation at its best potential. What to do if I have deleted a job that was submitted by the accountant? In this case, connect ...How to reset forgotten password
Introduction If you have forgotten your password, follow the steps given below to reset your forgotten password. Resetting forgotten password Step 1: Visit Cloudoffis SMSF Auditomation login page. Step 2: Click on Forgot Password. Step 3: Enter your ...Essential Steps After Updating the Business Code
Introduction To update the Business Code, the Change Request Form is required to be sent from the Current Business Admin's email address for the changes to take effect. Click here for Change Request Form. Once your business code has been updated, ...Submitting Wind-up Job to the Auditor
Introduction If you're using SMSF Sorted Lite and need to submit a wind-up job to the auditor, follow the steps mentioned below: Submitting Wind-up Job to the Auditor Step 1: Add the End Date in Class. Log in to Class. Go to Fund > Details > Edit. ...Reimporting Clients in SMSF Sorted
Introduction This article will take you through the steps to re-import clients from your accounting software for further processing. This process helps to re-import client details from your accounting software and keep them updated like Fund Name, ...
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. ...