Knowledge Base
SMSF 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/exportSMSF Sorted
Deliver structured and compliant SMSF workpapers to auditors in just one click.SMSF Sorted Lite
Sorted Lite empowers accountants using Class Super with document management, workpaper preparation, data submission for audit, auditing tracking, and makes collaborating with your auditor easier using the query module.
Recent Articles
Troubleshooting Process for MS Office Plugin
Introduction This article provides a step-by-step guide to troubleshooting issues with the Microsoft Office plugin installer for Cloudoffis. Here's a summary of the troubleshooting steps: Process Outline Uninstall the MS Cloudoffis Plugin. Restart ...EOFY Updates - FY25
End of the Year Updates for FY 2024 Following are the end of the year updates for Auditomation for FY 2024. Checklist Template: We have reworded and updated the terminology in the Checklist Template. Please note, there are no changes to the rules or ...FAQs - Sorted Basic
Introduction Below is a list of frequently asked questions by the users that you can refer to get answers. Unable to Upload Documents or Receiving a Storage Error? If you're unable to upload documents to any fund in Cloudoffis SMSF Sorted and receive ...Adding Manual Client in Tax Sorted
Introduction Tax Sorted now allows users to manually add clients, making it easy for those who do not use Xero and log in manually. You can choose to add a single client or multiple clients in bulk. Follow the simple steps below to get started. ...Job Status Updates in Tax Sorted
Introduction This article guides you through the process of changing the status of jobs created workpapers added in Tax Sorted. It provides a brief description of each job and workpaper status and explains how you can update the status of any job or ...
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. To learn more about the ...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. · Introduction of a trash ...