SMSF Sorted Release 2.5

SMSF Sorted Release 2.5

Release Contents

New in SMSF Sorted 2.5

We have introduced an exciting new financial workpapers feature to SMSF Sorted. As part of this initial release, workpapers will be available for Property, GST reconciliation, and Tax reconciliation
These will save accountants and administrators hours in preparing work papers each year. Easy accessibility within SMSF Sorted means various stakeholders within the firm can collaborate. For this initial release, Workpapers will only be available for funds loaded from Class.

We have prepared a number of articles to assist you with this new feature. Please see links below.
For funds already loaded onto SMSF Sorted, you will need to reimport the Lead Schedule to access the relevant workpaper.
Also, note that the GST workpaper will only be applicable if the fund is registered for GST within Class, and similarly Property workpaper will only be present if the fund owns direct property.
  1. SMSF Sorted Workpapers
  2. Property Workpapers
  3. GST Reconciliation
  4. Tax Reconciliation

We look forward to your feedback on this new feature as this will help us to enhance the workpapers feature in future releases.

Previously released updates

Since our last release, we have deployed a couple of minor changes to the labels used in some areas of the system. Most notably, the Generate Workpapers and Download Workpapers buttons on the job dashboard have been renamed Generate Sorted File and Download Sorted File, to avoid confusion with our new Workpapers feature mentioned above.


Similarly, from the Statement of Financial Position or Operating Statement pages, the labels used on the left sidebar have been renamed Financial Reports (previously Workpapers) and Additional Financial Reports, previously just Reports.



    • Related Articles

    • SMSF Sorted release 3.0

      Release Contents This latest release of SMSF Sorted delivers several new features including the ability to receive Audit Engagement & Trustee Representation letter templates from audit firms using our Cloudoffis Auditomation product, along with new ...
    • SMSF Sorted Workpapers

      Introduction With the release of SMSF Sorted 2.5, Cloudoffis has introduced workpapers to support the preparation of the Financial Statements. This article will outline how to access this feature, and what workpapers are available. What are the ...
    • SMSF Sorted Release 2.6

      Release Contents New in SMSF Sorted 2.6 Following on from our last release that introduced SMSF Sorted Workpapers, we are very pleased to release a further five workpapers. Please click on the links below for further details on each of these new ...
    • SMSF Sorted Release 2.1

      Release Contents Multi-Factor Authentication has been added to SMSF Sorted logins. This will require users to confirm their identity when logging in using a third-party application, such as Google Authenticator. Click here for more details in our ...
    • SMSF Sorted Release 2.3

      Release Contents We have introduced new data export functionality from Manage Clients and Manage Jobs. This will provide support for those firms requiring regular data analysis from within SMSF Sorted. Functionality has been improved to allow bulk ...