Downloading & Reviewing the Sorted Workpaper File
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 single PDF file. Earlier this file was generated into a zip file and users were required to extract it from the zip folder and open it in Google Chrome which is not required now.
Downloading Sorted Workpaper File:
Follow the steps below to learn more about this feature.
Step 1:- Go to the Fund Dashboard of the job you want to generate the summary.
Step 2:- From the Fund Dashboard, click on View Sorted Workpaper File.
Step 3:- From the appearing page, click on Generate Sorted File.
Step 4:- A pop-up will appear, select the items that you want to include in the Sorted Workpaper file and click on the OK button.
Step 5:- The Download button will appear. Click on Download > Local Drive to download the work paper file into your computer as shown below.
Step 6:- Once you click, you will now be able to view the progress on your screen.
Step 7:- The Sorted Workpaper file will be downloaded now and you can view it by clicking. The file will cover the different sections of workpapers, auto-tagged reports and all supporting docs in it.
Reviewing Sorted Workpaper File:
Note: The Sorted Workpaper file is generated into a single PDF file. Earlier this file was generated into a zip file and users were required to extract it from the zip folder and open it in Google Chrome which is not required now. Users can open and use it in the PDF itself and use the hyperlinks available within the PDF file.
- After opening the file, click on the document outlines and open the bookmark panel to navigate different sections of the Workpaper file.
Viewing the Sorted Lite Workpaper File
This feature allows users to view the Sorted Workpapers file in web browser. Users can refer to the supporting docs tagged on the trial balance line items including the docs stored on different folders; Reports, Permanent, Additional and Prior Year. ...
Viewing the Sorted Workpaper File
This feature allows users to view the Sorted Workpapers file in web browser. Users can refer to the supporting docs & reports tagged on the specific line items and the documents stored on different folders;-Permanent, Additional and Prior Year. Click ...
Generating and Reviewing Workpaper File
Introduction You can simply review your workpapers in few easy steps with all the relevant tagged documents all at one place. Follow the steps given below to get started: Reviewing Workpapers Step 1: Select the Business and Fund Name. Step 2: Click ...
SMSF Sorted Workpapers
Introduction With the release of SMSF Sorted 2.5, Cloudoffis has introduced workpapers to support the preparation of the Financial Statements. This article will outline how to access this feature, and what workpapers are available. What are the ...
Sorted Lite Source Documents File
Viewing the Source Documents File This article will provide guidance on viewing the completed Sorted Lite source documents file. If you require assistance with generating your source docs file, please see here. When downloaded, the Sorted Lite file ...