Submitted by Accountant

Introduction

This tab displays jobs submitted by your connected Cloudoffis accountant via SMSF Sorted (Accountant’s Portal). All jobs lodged through Sorted by the accountant will appear here. You can then Create and Process your job from here. Refer to this article for detailed information. With this, you can also download reports for manual jobs and view the Audit Job Submission history.

Note: You can create jobs from here that have been submitted by the accountants. To Create and Process jobs for the funds that you have directly imported from the accounting software, refer to the linked article - How to Create a Job (for Internal Funds/ Funds Imported from the accounting softwares)

How to Create an Audit Job

You can create a job from the Submitted by Accountant page. Follow the steps given below to create an Audit Job.

Step 1:- Click on Audit > Manage Jobs > Submitted By Accountant.

Step 2:- From the appearing page, click on Create Audit Job icon, you will now be redirected to another page.

audit-manage-jobs-submitted-by-accountant-create-audit-job

Step 3:- From this page, you can add details like Audit Job Information, Upload Documents, and Audit Job Status.

Note:- If the job with the same ABN exists for the same year, you won’t be able to create a job for that fund, you will receive an error at the bottom right corner of your screen.

Note:- Uploading documents is completely optional.

Step 4:- Once all the details are added, you will now get two options to process forward, Audit Job Queue and Create another Audit Job. Clicking on them will be redirected to the respective page.

Once done, you can now process the Job from the Audit Job Queue page.

Refer to the linked article for more details - Processing Audit Job

Note:- This option will only be available for the funds which do not have a job created for them.

How to Download Reports

Step 1: You can simply click on Audit > Manage Jobs > Submitted By Accountant and click on the Download button.

Step 2: The report will be downloaded thereafter.

Note:- This option is only available for the jobs created manually.

How to View History

Step 1:- To view the history of the job click on the history icon from Audit > Manage Jobs > Submitted By Accountant. Information like Fund Name, Year, Source, Received Date, Firm Name, Resubmitted Date.

Step 2:- As many times a job is resubmitted, the Resubmitted Date and Firm Name will be listed here.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.