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
Interlinking Workpapers
Introduction Tax Sorted now makes it easier to manage workpapers by allowing you to link existing workpapers from the same or other jobs as read-only references. Any updates made to the original workpaper will automatically show wherever it’s linked. ...Understanding Job Stage Synchronisation between Sorted and Auditomation
Introduction Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article ...Troubleshooting Process for MS Office Plugin
Introduction This article provides a step-by-step guide to troubleshooting issues with the Microsoft Office plugin installer for Cloudoffis. Here's a summary of the troubleshooting steps: Process Outline Uninstall the MS Cloudoffis Plugin. Restart ...SMSF Sorted - Reviewer's Best Practice Guide
Introduction In this guide, we'll walk you through the best practices and steps for efficiently reviewing a fund in SMSF Sorted. As a reviewer, your role is to verify all fund details, review supporting documents, address observations, and ensure ...SMSF Sorted - Preparer's Best Practice Guide
Introduction SMSF Sorted is designed to support preparers by streamlining SMSF workpapers preparation through standardised processes and reduced manual effort. It enables easy client import and job creation, uploading and tagging documents with ...
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 ...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. · Introduction of a trash ...