How to submit an SMSF Sorted job to an Auditor
Overview
This article outlines the steps to send a completed job to a connected Auditor. We will also outline the process of sending a file to a non-connected Auditor.
Submitting to a connected Auditor
This section will look at how the accountant/administrator can send a completed job to their connected Auditor.
- 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. NOTE: You may have multiple connected Auditors.
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.
Submitting to an Auditor that does not have a Cloudoffis auditor portal
If your preferred Auditor does not have a connected portal, either as a subscribed Cloudoffis Auditomation site, or via an invited complimentary portal from the accountant, the Sorted file can still be generated and sent to the auditor via external processes, e.g., dropbox, Google drive, etc. To generate the Sorted file, follow the steps outlined in this article covering the documents that are included in the file. This process will generate a ZIP file containing a fully referenced worksheet, with hyperlinks to open all of the associated supporting documents that were bookmarked by the accountant.
NOTE: The receiving Auditor would need to extract the contents of the file before opening the main document, which will be named after the fund name
Because each PDF software product handles these links a little differently, we do recommend opening the main PDF in either Adobe Acrobat/Reader or Chrome browser. This will ensure that each supporting document opens successfully.
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