Create Audit Job for Class Fund "Internally"

Create Audit Job for Class Fund "Internally"

Create Audit Job for Class Fund "Internally"


Select Manage Clients

Select from the Audit Menu

Choose the fund and select Create Audit Job

To locate fund you may need to expand the show entries option located in bottom left or scroll through pages. There is also a search option available.

Audit job Information

Complete all fields as per below.

Client name

Auto populated from client details

SMSF ID

Auto populated from client details

Job Type

Select Year End or Wind Up from the drop down menu

Financial year

Select the financial year for the audit job you are performing

Account Software - Will not appear for the 1st audit

This is an option to select a new software if your accountant has changed since the last audit, will only appear after the 1st audit.

Assigned to

2 options;
  • Internal Auditor - Select if you are from the auditing firm importing audit job and then assign an auditor, Accountant and Manager.
  • External Auditor - Select if you are from the accounting firm exporting audit job and then assign to the appropriate firm (Belongs To) and and administrator from your firm for any queries that may be raised.

Select Create and Next

Click the green Create and next button in the bottom left of screen to continue.

Upload Documents

Once selected you will be presented with an option to Add Files (click to browse to file on your hard drive) or simply drag and drop files from your hard drive. once selected or dragged you will be presented with a status bar indicating the status by completion. Upon completion you will then be advised if any documents failed to upload. 
There is an option to skip document upload if you would prefer to do this later.

Select Next

Click the green next button in the bottom left of screen to continue.

Audit Job Status


You will then be presented with the Audit Job Status page with a summary of the job you have just created. this will confirm the Audit Job;
  • Fund Name
  • Type
  • Financial Year
  • Who the Audit Job has been assigned to


Select Import Lead Schedule

Once this has been imported you will be taken to the Job Dashboard page and provided with a confirmation the lead schedule has been successfully imported.

Audit Job Status Bar 

The Audit Job Status begins at In progress, you can manually change the status throughout the audit job and your user details will be captured with a time stamp.


Video Tutorial


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