Recent Articles
Accepting Changes from Updated Xero Data and Uploaded Documents
Introduction Once you’ve started working on a workpaper file in Tax Sorted, you might realise that some data is missing or needs updating in Xero. If any changes are made in Xero—like adjustments to balances or transactions—you can simply refresh the ...
Identifying Internal and External Jobs
Introduction In SMSF Auditomation, jobs can either be created internally by your team or submitted externally by accountants using SMSF Sorted. It’s important to know the difference, as each type follows a slightly different process. Identifying ...
Using Comments and its features
Introduction With this release, you have the ability to add multiple comments to keep a track on the conversation and to keep the key observation for the financials intact. How to Add multiple Comments Step 1: Click on Audit > Manage Jobs > My Audit ...
Requesting Xero Access with User Management Rights
Introduction To efficiently process a fund in Tax Sorted using your clients Xero Ledger, you only need to be added once by your client—with the right permissions. Instead of having your client add each staff member from your team, request access with ...
Roll-forward Comments and Import Prior Year Checklist
Introduction We’ve introduced two powerful new features to save time, reduce rework, and make your audit process smoother than ever. Import Prior Year Plan Checklist This new feature allows you to import the Plan Checklist from the prior year, ...