Submitting an SMSF Sorted(Basic) job to an Auditor

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


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