Receiving and Using Shared Audit Letters and Reports.

Receiving and Using Shared Audit Letters and Reports.

Introduction
Auditors may prefer using their own Audit Engagement and Trustee Representation letter templates to maintain standardization with accountants. With the Auditomation portal, auditors can easily share their templates, enabling you to use and utilize them in the most effective way. Here’s a guide on how to manage and generate reports using auditor-shared templates.
Report Templates
Viewing and Generating Reports Using Auditor's Shared Templates
Step 1: Navigate to Clients > Report Templates.
Step 2: On the left, you’ll see a list of audit firms. Click on the relevant audit firm to view their shared templates.
Step 3: Once you select the audit firm, the shared templates will appear on the right. You can view details such as the Template Name, Year, Auditor's Name, and the date/time the template was shared.
Step 4: Click the three-dot icon in the action column and select View.
Step 5: Review the shared template. Once done, click on the close icon.
Step 6: To generate a report, select Generate Report from the three-dot icon under the action column.
Step 7: Choose the Financial Year.
Step 8: Select the Client Name(s) for which you want to generate the report and click Next. (Note: You can select more than one client.)
Step 9: On the next page, preview the report template to ensure that all placeholders are correctly filled. You can also remove clients by clicking the delete icon if needed.
Step 10: Once satisfied, click on Generate.
Step 11: Confirm the action by clicking Continue.
Step 12: The report will be generated, and you will be redirected to the Generated Reports tab.
Step 13: Click on the Client Name to view all reports generated for that client.

Generated Reports
Once you have successfully generated reports using the report templates shared by the auditors, you can view, delete, sent for signature, upload signed reports, download signed and unsigned report and share the signed reports with the auditors. To perform the mentioned actions, follow the steps given below.
View and Delete Generated Reports.
Step 1: Click on Clients > Report Templates
Step 2: Click on Generated Reports tab and select the Client Name. 
Step 3: Click on the three dot icon under the action column and select View.
Step 4: The Report will be opened and you can review the details before you share the with the auditors.
Step 5: You can use the same method as view to delete the reports one by one or you can also delete the generated reports in bulk by selecting the Reports by clicking on the checkbox alongside. Once you've selected the reports that you want to delete, cl now click on the delete icon from the top task bar.
Step 6: Click on Delete to confirm the action. 
Step 7: The reports will be deleted and you will receive a confirmation toast message at the bottom of your screen.

Generated Reports
Once you’ve generated reports using the shared templates, you can take various actions, such as viewing, deleting, sending for signatures, uploading signed reports, downloading signed/unsigned reports, and sharing signed reports with auditors. Follow the steps below to manage these reports.

View and Delete Generated Reports
Step 1: Go to Clients > Report Templates.
Step 2: Click on the Generated Reports tab and select the Client Name.
Step 3: Click the three-dot icon under the action column and select View to review the report before sharing it with auditors.
Step 4: To delete reports, follow the same method as viewing. You can delete reports individually or in bulk by selecting the checkbox alongside the reports and clicking the delete icon from the top taskbar.
Step 5: Click on Delete to confirm the action.
Step 6: The reports will be deleted, and a confirmation toast message will appear at the bottom of your screen.
Send Document for Signature
There are two options for sending generated reports or letters for signature. You can either email the report to yourself and then share it with your clients, or you can send it directly via DocuSign, provided your SMSF Sorted account is integrated with DocuSign.

Send for Signature (Email to Self)
Step 1: Go to Clients > Report Templates > Generated Reports.
Step 2: Select the client and click on the generated report. Click the three-dot icon in the action column and select Send for signature.
Step 3: To send multiple reports for signature, select them by clicking the checkbox alongside. Then click the Send for Signature icon from the top taskbar.
Step 4: Choose Email to Self from the left panel.
Step 5: Enter the Name, Email, Subject, and Email Description. Once all details are entered, click Send.
Step 6: The report will be sent for signature to the provided email address.

Send for Signature (Send via DocuSign)
Step 1: Go to Clients > Report Templates > Generated Reports.
Step 2: Select the client and click on the generated report. Click the three-dot icon in the action column and select Send for signature.
Step 3: Select multiple reports for signature if needed by clicking the checkbox alongside and then click the Send for Signature icon from the top taskbar.
Step 4: Choose Send via DocuSign from the left panel.
Step 5: Verify details such as Client Name, ABN, Report Name, Year, Audit Firm, and Trustees. Then click Next.
Step 6: Enter the Trustee's Name and Email Address, then click Next.
Step 7: Enter the Email Subject and Email Description, then click Send.
Step 8: Confirm the action by clicking Send in the pop-up.
Step 9: The trustee will receive an email with the report/letter via DocuSign. They can sign the report and return it.
Step 10: Once sent, the report's status will be updated to Sent for Signature from Unsigned.

Uploading Signed Reports
Once you've received a signed report, you can upload it to SMSF Sorted. Follow these steps to upload the signed report and update its status:

Step 1: Go to Clients > Report Templates > Generated Reports.
Step 2: Select the client and click on the generated report. Click the three-dot icon in the action column and select Upload Signed Report.
Step 3: Choose to upload the signed report from either FYI or Local Drive, and select the relevant option.
Step 4: Select the report and click Open to upload it.
Step 5: Once uploaded, click Cancel to close the slider.
Step 6: The status of the report will change to Signed.
You can now download and share the signed report with the auditor.

Downloading Signed and Unsigned Reports
Follow these steps to download either signed or unsigned reports:

Step 1: Go to Clients > Report Templates > Generated Reports.
Step 2: Select the client and click on the generated report. Click the three-dot icon in the action column, then choose either Download Report to download the unsigned version, or Download Signed Report to download the signed version.
(Note: Download Signed Report will only be enabled once you’ve uploaded the signed report.)
Step 3: The selected report will start downloading and will be available on your local drive.
Step 4: To download multiple reports in bulk, select the reports by clicking the checkbox alongside and then click the relevant download icon from the top taskbar.

Share to Auditor
Once the signed report is uploaded, you can share it with the auditor:

Step 1: Go to Clients > Report Templates > Generated Reports.
Step 2: Select the client and click on the generated report. Click the three-dot icon in the action column and select Share to Auditor.
Step 3: The report will be shared with the auditor, and its status will be updated to Shared to Auditor.
(Note: This option will only be enabled once the signed report is uploaded.)

This feature helps you manage auditor-shared templates with ease, ensuring accuracy, consistency, and convenience in report generation.

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