Inefficient systems, processes and workflows are gone: automated year-end preparation and seamless transfer to audit can be yours at the click of a download.
Introduction Once you have submitted a job and then made any changes, you will have to resubmit the job to the auditor to reflect the changes in the auditor's portal. Follow the steps mentioned below to resubmit the job. How to Resubmit a Job Step 1: ...
Referenced Audit Workpaper Files Auditors connected with SMSF Sorted Accountants can now download the referenced audit workpaper files. The downloaded file contains the hyperlinks of the source documents tagged on the line items by the accountant. ...
Introduction This article outlines the steps to send a completed job to the connected auditor for further processing. Moreover, in this article you will also learn how to cancel the audit job submission and how to send file to a ...
With SMSF Sorted Pro you’ll be able to carry on enjoying all the fantastic features you’re currently using, PLUS you can enjoy connected auditor workflow. That means: -easy interaction with auditors, ensuring -frequent job status updates -query ...
Introduction Here's how you can delete a job for your clients, follow the simple easy steps outlined below. How to Delete a Job Follow the steps mentioned below to Delete the Job. Step 1: Click on Clients > Manage Jobs > Queue Job(s)/My Job(s). Step ...