How a connected business can submit a job to Audit
Overview
Some firms may be connected to an external Accountant or Administrator, and do work for those external businesses. Jobs for these external businesses can now be submitted to audit by those businesses directly once the work has been marked as Completed by the firm doing the work.
The Connected Accountant/Administrator must also have connected to an Auditor
Submitting to Audit for a connected Accountant/Administrator
- Once the job has been marked as Completed by the firm working on the fund, the Connected accountant can go to their portal and click on Assigned Jobs to see the Completed jobs summary.
- Click the Completed icon
to view the list of completed funds
- Click on the relevant fund's link to open.
- Click Submit to Auditor.
The Select Auditor screen is displayed - Select the radio button for the relevant Auditor, then click Next.
The Verification screen is displayed. - Once the data has been successfully verified, click Submit.
The Transfer screen will appear - Once data has successfully transferred to the auditor, a success message is displayed.
From the primary SMSF Sorted firm's point of view
The Completed job will also appear in the main firm's Completed jobs list
When viewing the job, the main firm will note that the Submit To Audit button has been disabled. This will prevent a duplicate submission being made to the auditor.
Hovering over the Submit To Audit button will display a message "Job has already been submitted to audit by the accounting firm connected to the client"
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