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.
Recent Articles
How to Reimport Fund Details
Introduction If any fund details have been updated or modified in the accounting software, you can easily sync those changes with Auditomation. The Reimport Fund Details feature allows you to quickly refresh and update the fund information in your ...How to Disconnect the Tax Sorted Workpaper
Introduction- If you see the following error while connecting a client to Xero This indicates that the organisation is already linked. To reconnect or update the integration, you’ll first need to disconnect the existing connection. Steps to ...Guide to Enabling Third-Party Organisation Access in Tax Sorted
This article provides a step-by-step guide on how to change a user's permissions, specifically upgrading their role to "Advisor" within your Xero organisation. The Advisor role grants full access to all areas of Xero, including advanced accounting ...SSO Authentication
Introduction This guide explains how to set up Single Sign-On (SSO) for Cloudoffis using Microsoft Azure Active Directory, so your team can log in to SMSF Auditomation securely with their existing Azure credentials. Activation Request to Cloudoffis ...How to Find Fund and Business Details in Class, BGL 360, and Supermate
Introduction: This article shows you how to find important fund and business details — such as Fund ID, Business Code, Business Name and Fund Code — in Class, BGL 360 and Supermate. Class After you log in to the home page, navigate through Business<< ...
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. To learn more about the ...Dashboard Overview
Introduction The dashboard is the landing page and it displays a glimpse of the data from the various parts of the portal. All the icons and menu items available on the dashboard have been explained as under: On the left side of the portal Company ...