Recent Articles
Tax Sorted - Placeholders
Introduction Placeholder is a special set of characters that represents a variable and that are replaced with actual data at runtime. In Tax Sorted the placeholders will fetch your data automatically from sources like Xero report, XPM, etc. and ...
How to Re-assign Staff
Introduction If you need to reassign a job to a different staff member after it has been created, follow the steps below to smoothly update the assignment. How to Reassign Staff Step 1: Go to the Fund Dashboard for the fund where you want to reassign ...
How to Clear Cache and Cookies
Introduction When new features or enhancements are released, there’s a chance that you might encounter some unexpected behavior. To ensure everything runs smoothly, a simple solution is to clear your browser cache and cookies. This refreshes the ...
Using Queries & Review Points
Introduction While working on SMSF jobs, it is common to raise internal queries or respond to queries from auditors after job submission regarding financials or missing evidence. Additionally, you can leave internal notes, known as Review Points, ...
Internal Comment in External Queries
Introduction We’re thrilled to bring two powerful updates to enhance your workflow and collaboration! Previously, jobs could only be created from the Sorted Enterprise portal while working in an Administrator and Accounting Firm ( Sorted Enterprise ) ...