Submit to Auditor from SMSF Sorted Basic
Submit to Auditor from SMSF Sorted Basic
From Manage Clients page > click on the ‘3 dot icon’ next to the fund and select Submit to Auditor option from the menu.
A new screen will
appear for you to enter the details of the audit Job.
- Verify SMSF ID and Client Name
- The Fund Name and
SMSF ID will be prefilled.
- Select Financial Year
- Please select the relevant Financial Year.
- Select Client Contact
- Select “ Client Contact ”, who is responsible for receiving communication on this audit job within your own firm.
- Select the Auditor
- Select the connected Auditing firm whom you are submitted the job from the " Select Auditor " drop-down menu. Then, click on Submit .
Click on Next
Step 2: Upload Documents
Click on Add Files or Drag & drop the files to the box to upload the documents.
Note: This step is optional. You can also add additional documents at a later stage if required.
Click on Next when the above is done.
Step 3: Review & Submit the Job to Auditor
Click on Submit to submit the job to the Auditor.
Note: On this action, the job will be imported from accounting software (Class, BGL 360 & SuperMate) and the documents will be OCRed in the backend and will be submitted to the Auditor all together.
The accountant can leave the screen after clicking on Submit. The Auditor will then get an email once the job is submitted successfully.
Note - Job Type Field: The
system will identify if a job is a Year-End or Wind-Up based on the
details imported from the accounting software. This field will be
prefilled and cannot be edited.
For
BGL Desktop (or Manual jobs), please update the Fund End Date in Client
Details under the 'Fund' tab if it is a Wind up job.
In any case, the job submission is failed, the accountant will get an email informing the job has been failed to submit. They can see the status from the below screen:
Job Submission status:
Failed:
- User will get an email informing the job has been failed.
- User will get an option to Re-Submit to Auditor
In Progress:
- If the submission is in progress
- Provided a refresh button to update the status
Submitted:
- The job has been successfully submitted to the Auditor
Related Articles
How to submit an SMSF Sorted(Basic) job to an Auditor?
Please follow the below-mentioned steps to send the job to the Auditor from Sorted Basic to Auditomation: 1. Clients > Manage Clients > Action 3 dots(of respective Job) > Submit to Auditor 2. Select "Financial Year*" and then click on "Next" 3. Click ...
How to submit an SMSF Sorted job to an Auditor
Overview This article outlines the steps to send a completed job to a connected Auditor. We will also outline the process of sending a file to a non-connected Auditor. Submitting to a connected Auditor This section will look at how the ...
How a connected business can submit a job to Audit
Overview Some firms may be connected to an external Accountant or Administrator, and do work for those external businesses. Jobs for these external businesses can now be submitted to audit by those businesses directly once the work has been marked as ...
Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator
Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator SMSF Sorted Enterprise provides a platform to accountants where they can connect with Administrator Firms and review the Workpapers of outsourced jobs to Administrator ...
How to Connect to an External Auditor from SMSF Sorted
Introduction This article will outline how to connect to an external auditor from SMSF Sorted. How to Connect to an External Auditor from SMSF Sorted Step 1: From the Admin menu, select Connect, then click on Connect Audit Firm: Step 2: Enter the ABN ...