Knowledge Base
Cloudoffis Suite
CO SMSF Audit Knowledge BankVideo Resources
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
Recent Articles
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 ...Sharing Additional Documents with Auditors
Introduction If you’ve submitted a job to the auditor but forgot to include some documents, there’s no need to resubmit the entire job. You can simply share the additional documents separately. Similarly, if a document was unavailable at the time of ...Submitting & Resubmitting Job to the Auditor
Introduction Once you have successfully imported clients from the accounting software, the next step is to submit the Job to the Auditor. While submitting the job to the auditor, you have an option to Upload Documents and then Review and Submit. How ...Connecting Auditors
Introduction Here's how you can connect with audit firms and start submitting jobs for audit. Connecting with Audit Firms Step 1: Click on Admin > Connect > Audit Firm. Step 2: Now click on Connect Audit Firm. Step 3: Enter ABN and Email. Company ...Importing Clients
Introduction Here's how you can simply import funds from accounting software like BGL 360 & Supermate. How to Import Funds Step 1: Login to you SMSF Sorted portal and click on Clients > Manage Clients > Import Clients. BGL 360 Step 2: Click on Import ...
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. ...