Cancelling the job submitted to the auditor

How can I cancel the job submitted to the auditor?


If the accountant accidently submits a job to the auditor, the audit job submission can be cancelled using below steps.
Note:  The audit job submission can be cancelled only in those scenarios when the job is accidently submitted to the auditor and the auditor has not yet created the job in his system. If auditor has already created the job in his system; the submission cannot be cancelled.

  1. Log into your Sorted portal and go to Clients> Manage Jobs> Submitted to Auditor(s) page. Search the fund from the list and click on the 3 dots action menu to open the options and then select Cancel Audit Submission option.
          


  1. A confirmation message would appear on your screen which you can refer and click on Yes button to proceed.


  2. On cancelling the audit job submission, the audit request will be removed from auditor's portal and you would be able to submit the job to the same auditor or a different auditor. 

    • Related Articles

    • Submitting and Re-submitting to Auditor

      Introduction If you want to submit any of the available funds for audit, follow the simple steps given below from the Audit Console page. You can follow the same steps to Resubmit the Fund to the auditor. How to Submit a Fund for Audit to an Auditor ...
    • Manage Audit Letters & Auditor Templates

      Introduction Accountants can easily generate Pre and Post Audit Letters using the templates shared by auditors. Follow the steps below to generate Pre & Post Audit Letters and reports in just a few clicks. How to View and Generate Audit Letters Step ...
    • 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 ...
    • Audit Basic Portal for the Connected Auditors

      Referenced Audit Workpaper Files Auditors connected with SMSF Sorted Accountants can now download the referenced audit workpaper files. The downloaded file contains the hyperlinks of the source documents tagged on the line items by the accountant. ...
    • Uploading documents to auditors after a job has been submitted

      Overview Prior to the SMSF Sorted 3.0 release, the process of uploading additional documents to the auditor after a job was submitted was reliant on an auditor raising a query to the SMSF Sorted firm, and the extra documentation sent as an attachment ...