With SMSF Sorted Pro you can enjoy an even smoother workflow thanks to Workpaper—an end-to-end solution for your reconciliation and workpaper preparation.
Formatted just like MS Excel documents, the 8 Workpapers (WPs) are available for jobs imported from Class, and there are various template options:
-Tax reconciliation
-GST reconciliation
-Unlisted assets, and more.
There’s also space for comments and status updates, so keeping track is simple and consistent.
Seamlessly integrating SMSF Sorted Pro with Class and BGL is just one of the numerous benefits available if you upgrade.
Introduction In the dynamic world of SMSFs, staying organised and efficient is important. For reviewers using SMSF Sorted, a well-structured workflow can make all the difference in ensuring a thorough review of financial data and associated ...
SMSF Sorted Pro does everything you’re used to with Lite, but so much more. This full-package software actually keeps an eye on your checks and balances. That’s right, by running automated checks—called “Observations”—SMSF Sorted Pro will save you ...
Introduction While working on SMSF jobs, it is common to raise internal queries or respond to queries from auditors after job submission regarding financials or missing evidence. Additionally, you can leave internal notes, known as Review Points, ...
Introduction This article will showcase how to download the Sorted Workpaper files with supporting documents all in one single PDF file which will help to ease the review and storage of it. The Sorted Workpaper file will now be generated into a ...
Introduction Here's how you can Raise a Query, Review Points and Add Comments as and when required. Add Comments Step 1: Click Add Comments within the observation. Step 2: Enter your comment in the text box and click Save. Step 3: The comment icon ...