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: ...