Knowledge Base
SMSF Auditomation
It speeds up your audit process and helps manage your practice with next-generation cloud-based tools.Workpapers 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
Enhancements to Document Sharing and ACC
Introduction This release introduces enhancements across Workpapers Sorted and the ATO Command Centre, designed to improve document sharing, client communication, and data availability. These updates include automatic and manual TFN redaction when ...Enhancement to AI Wrap Observation
Introduction AI observations for wrap investments are now automatically generated based on the supported wrap types. Previously, AI observations were triggered whenever a holding reference was created in Class, which could result in data being ...Auditomation Bank Data Feed Indicator
Introduction We are pleased to introduce Bank Data Feed in Auditomation, providing clear visibility into how bank transaction data is recorded for the bank accounts in a fund, helping auditors streamline the verification process. Bank Data Feed ...Multi Tax Agent and Manual Job
Introduction We’re excited to introduce two enhancements designed to make tax and workpaper management more flexible for firms: Multi Tax Agent enables firms to manage multiple tax agent credentials within a single platform instance, simplifying the ...Re-Import Without Rework: Observations Stay Unaffected
Introduction We’re excited to introduce a smarter way to run observations in SMSF Sorted, designed to make data re-imports more efficient and reduce unnecessary re-work. Previously, re-importing data could cause observations that had already been ...
Popular Articles
EOFY Updates - FY 2026
End of the Year Updates for FY 2026 Following are the end of the year updates for Auditomation for FY 2026; Checklist Template: Added a separate Cryptocurrency checklist under Unlisted Investments with additional audit checks. Reworded and updated ...Hover-to-view comments on checklist and financial line items
Introduction We are excited to introduce an enhancement to the Comments Hover Preview feature in the Auditomation portal, designed to improve efficiency and streamline the review experience for auditors and reviewers across the platform. What’s New? ...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 ...