Sign Off - Prepared, Reviewed and Audited By
Introduction
We've introduced a new feature on the Fund Dashboard to streamline the process of sharing audit files with the ATO and reduce manual efforts. This feature allows users to track the individuals responsible for preparing, reviewing, and auditing the audit file, along with the respective dates of completion.
How It Works:
Dashboard Integration:
On the Fund Dashboard, you'll find three checkboxes labelled Prepared By, Reviewed By, and Audited By, along with calendar icons.
Select the checkboxes once completed the respective activity.
Date Selection:
Upon clicking the checkboxes, select the completion date using the calendar feature.
You can also select a backdate if required.
Display of Information:
Once the checkboxes and dates are selected, users' names and the selected dates will be displayed when hovering over the respective option.
This ensures transparency and accountability regarding the audit file's preparation, review, and auditing process.
Integration into Audit Workpaper File:
When generating the audit workpaper file, this information will be prominently displayed on the second page.
Users can easily reference who prepared, reviewed, and audited the file, along with the corresponding dates, ensuring compliance and transparency.
Related Articles
How to use Custom Folder for Permanent Documents
Introduction The Custom Folder feature of Permanent Document in the Document Management System (DMS) allows users to create custom subfolders within the Permanent Documents. It enables users to upload, manage documents, and add notes or comments at ...Audit Letters and Reports
Introduction The report templates have been organized into two main categories: Pre-Audit Templates and Post-Audit Templates. Pre-Audit Templates: Audit Engagement Letter Trustee Representation Letter Ethical Clearance Letter Post-Audit Templates: ...Fund Dashboard
Introduction The Fund Dashboard provides a concise and comprehensive overview of important information related to the fund. Here are the key elements displayed on this page: Fund Details Fund Name: [Name of the Fund] Financial Year: [Financial Year] ...SMSF Auditomation Portal New Version Release - Enhanced Features
Introduction We're thrilled to introduce the latest UI release of the SMSF Auditomation Portal, packed with incredible enhancements that will redefine your experience. Get ready to explore the future of auditing with these exciting features: Enhanced ...SSO Authentication
SSO Authentication Process (Azure) Follow the steps given below to authenticate SSO in Azure. Step 1: Log in to the Azure portal. Open your web browser and navigate to https://portal.azure.com. Step 2: Go to Azure Active Directory service from the ...