Knowledge Base
Cloudoffis Suite
CO SMSF Audit Knowledge BankVideo Resources
Video ResourcesSMSF 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/export
Recent Articles
Reimporting Clients in SMSF Sorted
Introduction This article will take you through the steps to re-import clients from your accounting software for further processing. This process helps to re-import client details from your accounting software and keep them updated like Fund Name, ...Creating Staff - (Non-Xero Users)
Introduction Here's how you can easily add your non-Xero users as staff in Tax Sorted to enable them to log in and start preparing workpapers. Staff members can have one of the following statuses: Invited: Displayed after sending an invitation. The ...BGL Workpaper Integration
BGL Workpaper Integration Release 4.7 included many enhancements to our groundbreaking "Industry 1st" integration with BGL Workpapers, the recent upgrade will further improve the Cloudoffis user experience for our auditors who have clients embracing ...How to Connect and Disconnect an Audit Firm
Introduction The Connect module establishes and manages connections with audit firms. This feature allows you to seamlessly connect with audit firms, making it easier to push funds from Sorted to Audit. Within this module, you can initiate ...How to Re-submit the Job to Auditor
Introduction Once you have submitted a job and then made any changes, you will have to resubmit the job to the auditor to reflect the changes in the auditor's portal. Follow the steps mentioned below to resubmit the job. How to Resubmit a Job Step 1: ...
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.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. ...