Deactivating and Reactivating Clients

Introduction

Below is the user guide to deactivate and reactive clients in SMSF Sorted.

How to Deactivate Clients

Step 1: Click on Clients > Manage Clients.

Step 2: Under the Action column, click the three-dot icon and select Deactivate Client.

Step 3: A confirmation pop-up will appear; click Deactivate to confirm.

Step 4: The selected client will be successfully deactivated, and you'll receive a confirmation toast message at the bottom-right corner of your screen.

Note: 

1. Staff with Business Admin and Super User Roles can only Deactivate or Delete clients. You can not deactivate any client who has even 1 job that is still in progress. 
   
2. The deleted records cannot be retrieved back hence it is recommended users complete all pending actions for jobs and download the Sorted workpaper file before Deactivating and Deleting a client.

How to Reactivate Client

Step 1: You can Re-activate clients from the Inactive Clients Tab, accessible through Clients > Manage Clients. 

Step 2: Click on Re-activate Clients.

Step 3: Click on Re-activate from the appearing pop-up to confirm the action.

Step 4: A confirmation toast message will appear on your screen.

Note: A client can be reactivated anytime, however, if it is re-activated within an 18-month period, retrospective charges will be applied for all months when the client was deactivated. 

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