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.Video Resources
Video Resources
Recent Articles
Re-submitting Job to the 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: ...Permanent Folder for Documents
Introduction Some documents in SMSF (like the Trust Deed, Investment Strategy, Pension Establishment docs, Minutes, and Title Search) don’t change often. Instead of uploading them every year, you can move them to the Permanent folder in DMS. Once ...Understanding OCR Processing in SMSF Sorted
Introduction OCR = Optical Character Recognition, the identification of printed characters using photoelectric devices and computer software. This enables the Cloudoffis search function to locate and direct users to the page the figure or text is ...Exporting Client List and Job List to Excel
Introduction To Export your Client List and Job List to Excel for reconciling your records and sharing it with higher authorities, follow the steps outlined below: Exporting Client List to Excel Step 1: Click on Clients > Manage Clients. Step 2: Now ...Deleting Jobs
Introduction Here's how you can delete a job for your clients, follow the simple easy steps outlined below. How to Delete a Job Follow the steps mentioned below to Delete the Job. Step 1: Click on Clients > Manage Jobs > Queue Job(s)/My Job(s). Step ...
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. ...