How to Generate Workpapers in SMSF Sorted Lite
How to Generate Workpapers in SMSF Sorted Lite
This article will demonstrate how to generate your Workpaper file with SMSF Sorted Lite.
Log in to Class.
Select the Fund you wish to generate Workpapers for and navigate to Periodic Processing > Period Update
Select the relevant financial year.
Click on
Cloudoffis SMSF Sorted Lite will open in a new tab.
From this window, you can view the documents which will be included in the Workpaper by clicking on 'Documents' under 'Fund Summary' in the Pre-Audit Review.
Similarly, you can also view the Trial Balance and Class reports by clicking on the report name from the Pre-Audit Review summary.
To generate the Workpapers, click
.
When the pack has been generated, the 'Download' button will appear.
The Workpapers can then be downloaded.
The Workpapers will download in a Zip file format.
Please note that the hyperlinks may not work in some PDF formats. Our recommendation is to open the Workpaper file in Chrome. The hyperlinks work well in this format.
For tips on viewing and navigating the Workpaper file, please see
here.
The Class Reports included in the Workpaper File are not Live Reports and do not auto-update. If the data is updated in Class, users would also need to Re-import Class reports to reflect the updated data in reports.
Please see below for a video tutorial
Related Articles
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 ...SMSF Sorted Lite - Refreshing Reports in the Generated Workpaper File
SMSF Sorted Lite - Refreshing Reports in the Generated Workpaper File To refresh the Class Reports that are included in the generated Workpaper file prepared with SMSF Sorted Lite, navigate to the Sorted Lite Workpaper Screen Class > Periodic ...How to Tag a Document from SMSF Sorted Lite DMS
How to Tag a Document The below article will demonstrate how to Tag a document using SMSF Sorted Lite in Class from the SMSF Sorted Lite DMS screen. It is also possible to tag your documents from the Class Trial Balance Screen - a guide for this is ...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 ...Deleting a Tag from a Document in SMSF Sorted Lite
Deleting a Tag from a Document in SMSF Sorted Lite This article will demonstrate how to remove a tag from a document. Log in to Class and navigate to Reports > Trial Balance. Scroll to the line item of the tagged document you wish to remove. Click ...