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 ...