How to submit an SMSF Sorted(Basic) job to an Auditor?

Please follow the below-mentioned steps to send the job to the Auditor from Sorted Basic to Auditomation:

1. Clients > Manage Clients > Action 3 dots(of respective Job) > Submit to Auditor

2. Select "Financial Year*" and then click on "Next"

3. Click on "Import Data" > Next

4. Select "Client Contact" > "Select Auditor" > Submit

• Related Articles

• 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 ...

• 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 ...

• Introduction to Cloudoffis for Connected Accountants with Sorted Basic portal

  Introduction to Cloudoffis for Connected Accountants Cloudoffis provides accountants with a platform to submit funds to audit with a Cloudoffis Auditor.  The article below will guide Connected Accountants on importing funds from their accounting ...

• Creating Sorted Basic portal for Accountant connected with Cloudoffis Auditors

  Creating Portal for Connected Accountants Cloudoffis provides accountants with a platform to submit funds to audit with a Cloudoffis Auditor.  The article below will guide Connected Accountants on creating their Sorted Basic portal(which is a ...

• 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. ...