Submit to Auditor from SMSF Sorted Basic

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.

Step 1: Job Information

  1. Verify SMSF ID and Client Name
    1. The Fund Name and  SMSF ID will be prefilled.
  2. Select Financial Year
    1. Please select the relevant Financial Year.
  3. Select Client Contact
    1. Select “ Client Contact ”, who is responsible for receiving communication on this audit job within your own firm. 
  4. Select the Auditor
    1. 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:
  1. User will get an email informing the job has been failed.
  2. User will get an option to Re-Submit to Auditor
In Progress:
  1. If the submission is in progress
  2. Provided a refresh button to update the status
Submitted:
  1. The job has been successfully submitted to the Auditor

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