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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/exportSMSF Sorted
Deliver structured and compliant SMSF workpapers to auditors in just one click.
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 ...
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.