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Plan
Introduction The Plan consists of checklists and is categorized into four sections: Permanent, Analytical Procedure, Preliminary File Setup, and Financial Report Program. Permanent, Preliminary File Setup, and Financial Report Program Checklists: ...
Remapping Items
Introduction In certain cases, SMSF Auditomation might not recognize lead schedule items due to Chart of Accounts (COA) or placement issues. To address this, you can manually remap these items. Note:- This remapping feature is designed for manually ...
DMS
Introduction The Document Management System is your central hub for all uploaded documents related to your processed jobs. Here, you can: View, Download, or Delete any document. Tag documents to different folders or line items for easy review. ...
Review Checklist
Introduction The Review Checklist is divided into three parts, which are the SIS Checklist, the Other Checklist, and the Audit Program Checklist. From the Fund Dashboard, 1. Click on Process > Review Checklist. 2. You can also click on any of the ...
Checklist Templates
Introduction A checklist template consists of a list of things that you must do or have. It is a type of job aid used in repetitive tasks to reduce failure by compensating for potential limits of human memory and attention. There are three existing ...