Responding to Auditor's Queries

Introduction

The SMSF Sorted Basic Portal allows you to easily receive and respond to auditor queries. Here's a quick guide to accessing and managing these queries.

Accessing & Managing Queries

From the Fund Dashboard

Step 1: Navigate to the External Queries section on the Fund Dashboard.

Step 2: Click the Reply icon next to the query to respond directly.

Step 3: A pop-up will appear on your screen with a text box prompting you to respond to the query. You can type your text here and attach documents if required by clicking on the + icon. 

Step 4: You have two options after clicking on this icon. Either to Attach Documents or to Notify To the assignee. Once done, you can click on Reply.

Step 5: You can also click on Reply and Email to notify assignee of the query via email.

Step 5: Once you respond, the query will automatically move from the Received tab to the Responded tab on the dashboard. To view all queries, click on View All Queries.

Note: Only queries assigned to you will appear here.

From the Manage Clients Section

Step 1: Go to Clients > Manage Jobs > Submitted to Auditor.

Step 2: Under the Action column, click the three-dot icon and select View Queries.

Step 3: All queries created by the auditor will be listed on this page with the Query Heading, Description, Status, Submitted Date and Last Updated On date.

With these simple steps, you can efficiently manage and respond to auditor queries in SMSF Sorted.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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