FAQs - SMSF Sorted Lite

FAQs: SMSF Sorted Lite

Introduction

We’ve developed the following frequently asked questions to assist you and your team with your upgrade experience from Sorted Basic to Sorted Lite. 

What is Sorted Lite?

  1. Sorted Lite is a software powered by Cloudoffis that integrates with Class Super. Sorted Lite empowers accountants using Class Super with document management, workpaper preparation, data submission for audit, auditing tracking, and makes collaborating with your auditor easier using the query module. It provides various tools and insights to streamline the SMSF processes.

How can I access Sorted Lite? 

  1. You can access Sorted Lite from the Audit Console page in Class Portal. Refer to the articles from the Cloudoffis Knowledge Base for more information.

What happens to my existing data, documents and queries that are currently available in Sorted Basic?

  1. The upgrade will occur automatically and no action is required on your part. All your existing data including documents, audit letters & reports, queries and historical job records will be securely transferred to Sorted Lite.

Will I still have the access to my Sorted Basic portal after migration of my data to Sorted Lite?

  1. Your access to Sorted Basic will be discontinued simultaneously once the upgrade to Sorted Lite has taken place.

What happens in the case where I have funds other than Class, for example, manually uploaded funds?

  1. If you use multiple platforms for your clients (such as Class, BGL and Supermate) then we will only upgrade your Class funds to Sorted Lite. For all other platforms you will continue to use Sorted Basic. 

Is there any additional cost associated with using Sorted Lite in Class?

  1. Sorted Lite is free for Class Super users. As part of our commitment to providing you with an exceptional experience, we are upgrading your subscription from Sorted Basic to Sorted Lite at no cost.  

Who can Access SMSF Sorted Lite?

  1. Anyone with the access to Class can Activate and use SMSF Sorted Lite. To know the process in detail, click on Activating SMSF Sorted Lite.

How can I add a user as Staff in SMSF Sorted Lite?

  1. You can not add staff in SMSF Sorted Lite as a user. Instead, anyone with the access to Class can activate and start using SMSF Sorted Lite. To know the process in detail, click on Activating SMSF Sorted Lite.
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Why am I unable to login to SMSF Sorted Basic?

  1. Your account has been migrated to SMSF Sorted Lite - An enhanced Complimentary Sorted portal for Class users, for better user experience.

Why am I unable to Upload or Send Documents?

  1. It is because we offer 100 MB of storage per fund, per year in SMSF Sorted Lite. If you receive this error, it means you have utilised the storage provided for that fund. To avail the storage, you will either have to delete a few documents within the fund to upload new ones, or you can upload compressed documents.
error-while-sending-documents

Can I download Workpaper file with the supporting documents all in one single file from SMSF Sorted Lite?

To Download and Review Workpaper file with the supporting documents linked to it in one single PDF, you will have to upgrade to SMSF Sorted Pro. As of now, this functionality is unavailable in SMSF Sorted Lite.  

Who can I contact for assistance or further information on Sorted Lite?

  1. For any further assistance or support, contact support@class.com.au
  2. For the migration and Sorted Basic queries, you can contact Cloudoffis Support
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

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