SMSF Sorted Lite - Tutorial Video - Uploading Documents

• Related Articles

• SMSF Sorted Lite - Tutorial Video - How to Tag a Document

  SMSF Sorted Lite - Tutorial Video - How to Tag a Document The below videos demonstrate two methods for tagging documents using SMSF Sorted Lite in Class from the SMSF Sorted Lite DMS screen. For written articles - please see: How to Tag a Document ...

• How Do I Upload a Document into SMSF Sorted Lite?

  How Do I Upload a Document? This article will demonstrate how to upload documents into SMSF Sorted Lite through Class.  Log in to Class and Navigate to Reports > Trial Balance. From the Trial Balance screen, click on 'Documents’ Select 'Upload'  ...

• How to Tag a Document from SMSF Sorted Lite DMS

  How to Tag a Document  The below article will demonstrate how to Tag a document using SMSF Sorted Lite in Class from the SMSF Sorted Lite DMS screen.  It is also possible to tag your documents from the Class Trial Balance Screen - a guide for this is ...

• How to Generate Workpapers in SMSF Sorted Lite

  How to Generate Workpapers in SMSF Sorted Lite This article will demonstrate how to generate your Workpaper file with SMSF Sorted Lite. Log in to Class. Select the Fund you wish to generate Workpapers for and navigate to Periodic Processing > Period ...

• SMSF Sorted - Tutorial Video Part 3 - How to process a fund using SMSF Sorted

  Tutorial Video Part 3 - How to process a fund using SMSF Sorted This video demonstrates the process of reviewing a fund using SMSF Sorted.