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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
Ordered Documents
Introduction The Ordered Documents page allows you to view a list of all the documents requested by you or your team members. This page provides various details to help you keep track of document requests, such as the type of document, the associated ...Staff Role Definitions and Access
Introduction Each role in Cloudoffis comes with unique access privileges and responsibilities. Below is a detailed overview of the permissions and activities available for each role: Company Admin Full Access: The Company Admin has complete access to ...Tax Sorted - Placeholders
Introduction Placeholder is a special set of characters that represents a variable and that are replaced with actual data at runtime. In Tax Sorted the placeholders will fetch your data automatically from sources like Xero report, XPM, etc. and ...How to Re-assign Staff
Introduction If you need to reassign a job to a different staff member after it has been created, follow the steps below to smoothly update the assignment. How to Reassign Staff Step 1: Go to the Fund Dashboard for the fund where you want to reassign ...How to Clear Cache and Cookies
Introduction When new features or enhancements are released, there’s a chance that you might encounter some unexpected behavior. To ensure everything runs smoothly, a simple solution is to clear your browser cache and cookies. This refreshes the ...
Popular Articles
Errors related to access in the accounting software
Errors related to access in the accounting software On occasions you may receive API authority errors when trying to import the lead schedule (Process Audit Job), the below errors are the most common and are due to the API authority token provided by ...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.