Creating a Client for Manual Upload

Creating a Client for Manual Upload

Creating a Client for Manual Upload

Creating a client for non cloud based software is a manual process but this does only have to be performed once. Details can be updated at any stage after the client is created from the Managed Clients tab or the Job Dashboard.

Select Manage Clients

Select from the Audit Menu

Select Import New Client

Located at the top right of screen

Choose Add Client for Manual Upload

Select "Add Client" from the pop up options





There are 5 tabs in this pop up.  There are 3 fields that are mandatory (blue Text) however we suggest completing all relevant details as Cloudoffis uses this information to analyse data and produce reports from your saved templates.



Basic Details

  1. Client Name  (placeholder in Audit reports & letters)
  2. SMSF ID
  3. Type
  4. Business Name
  5. Business Code

Contact

  1. Primary Contact
  2. Contact Number
  3. Physical Address  (placeholder in Audit reports & letters)
  4. Mailing Address   (placeholder in Audit reports & letters)

Fund

  1. Fund Code
  2. ABN Number  (placeholder in Audit reports & letters)
  3. TFN Number
  4. Fund Start Date
  5. Fund End Date

Trustees

  1. Deed Type
  2. Trust Deed Date
  3. Trustee Name on Deed
  4. Jurisdiction
  5. Type
  6. Deed Source
  7. Company Name   (placeholder in Audit reports & letters)
  8. ACN    (placeholder in Audit reports & letters)
  9. Trustees/Directors    (placeholder in Audit reports & letters)

Members

Personal Details

  • Title
  • First Name
  • Middle Name
  • Family Name
  • Gender
  • Date of Birth
  • Date of Death

Contact Details

  • Physical Address
  • Mailing Address

Member Details

  • Member Number
  • Member TFN
  • Fund Join Date
  • Fund Leave Date
  • ESP Start Date
  • Australian Resident

Once complete click Create Client

You will then be directed to the Managed Clients page with an option to create an audit Job
You can view instructions and a video on how to create an audit job here.

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