Recent Articles
Creating a Wind Job
Introduction For the wind up funds, you can create windup job using the steps mentioned below. How to Create a Wind Up Job for a Fund Step 1- Make sure that the fund has a Wind Up Date in the accounting software if its imported. a) Class - Dashboard ...
Syncing SMSF Sorted Lite with Class
Introduction To ensure all data within SMSF Sorted Lite is up-to-date with Class, it's crucial to do Sync with Class after making any changes to the Fund Details or Financials of a Job. Follow the steps below to sync with Class. How to Sync with ...
Understanding the Dataflow Among Tax Sorted, Xero Practice Manager, Xero Ledger, & DMS
Introduction This article provides a comprehensive overview of the data flow between Tax Sorted, Xero Practice Manager (XPM), Xero Ledger, and the Document Management System (DMS). Tax Sorted is a tax workpaper preparation and management platform ...
Manage Audit Letters & Auditor Templates
Introduction Accountants can easily generate Pre and Post Audit Letters using the templates shared by auditors. Follow the steps below to generate Pre & Post Audit Letters and reports in just a few clicks. How to View and Generate Audit Letters Step ...
Understanding Job Stage Synchronization between Sorted and Auditomation
Introduction Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article ...