SMSF Sorted Lite - How to Link SMSF Sorted Professional or Enterprise to Sorted Lite

SMSF Sorted Lite - How to Link SMSF Sorted Professional or Enterprise to Sorted Lite


If you have activated Sorted Lite in Class you can link this to your SMSF Sorted Professional or Enterprise Portal.  Once linked, all users will have access to the Sync feature and will be able to transfer data between Sorted Lite and SMSF Sorted. 

Note - This step only needs to be completed once.  After the link is established all users will have access to the Sync feature and will be able to transfer data between Sorted Lite and SMSF Sorted.  


Step 1 - From Class, choose a fund ready to be transferred.  Navigate to Periodic Processing > Period Update and select the relevant financial year. 

Step 2 - Click "Finalise Workpaper".  


Step 3 - The Sorted Lite Workpaper screen will open.    Click "Link your Sorted Portal"






Step 4 - You will be prompted to enter your SMSF Sorted login credentials.

Enter your details and click Login.  
The link will be authorised and the sync feature will be enabled. 

The ABN assigned to the SMSF Sorted Professional portal and the ABN used to activate the Class Sorted Lite portal must match to enable the portals to be linked.  If you require assistance please contact support@cloudoffis.com.au.


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