Tutorial Video Part 2 - Importing Funds and Creating Jobs This video provides a demonstration on how to import funds from Class or BGL360 and how to create a 'Job' to reconcile the fund and prepare the Audit Workpapers.
Tutorial Video Part 4 - Audit Reports and Letters The below video will demonstrate how to generate and view Audit Letters and Reports, shared by your connected auditors, on your SMSF Sorted portal.
Overview This article looks at how to export data from SMSF Sorted into Excel, and from which screens this export is available. What data is available to be exported? Data can be exported from Manage Clients and Manage Jobs using the Export to Excel ...
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 ...