Recent Articles
Configuring FYI Docs with SMSF Sorted & Using the Integration
Introduction With this newly added feature, we have developed the functionality to Upload Documents directly from FYI Docs into SMSF Sorted and Save the Sorted Workpaper file into FYI Docs once generated. Configuration Step 1:- Once logged in to the ...
How to Include Sorted Lite Documents while Importing Clients into SMSF Sorted Pro?
Introduction Below are a few of the frequently asked questions related to Including Sorted Lite Documents while Importing Clients into SMSF Sorted. Please refer to the following content for your reference and better understanding. Can I prepare my ...
Streamline Workpapers: AI-Powered Data Extraction and Integration from Uploaded Documents
Introduction With tax Sorted, now create automated workpapers using supporting documents. With just a few clicks, you can upload and process documents, extract data, and generate accurate workpapers with the help of Workpaper Templates and ...
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 ...