Submitting Job to the Auditor

Introduction

This article outlines the steps to send a completed job to the connected auditor for further processing. Moreover, in this article you will also learn how to cancel the audit job submission and how to send file to a disconnected/dissociate auditor.

How to send a job to the Auditor

Step 1: Go to the Fund Dashboard.

Step 2: Click on Submit to Auditor button under Fund Details.

Step 3: Select the Auditor and Client Contact and click on Next.

Step 4: The Data Verification process will be started.

Step 5: Once the data verification has been completed, Click on Submit.

Step 6: The Job will be submitted to the selected auditor and will be available under Clients > Manage Jobs > Submitted to Auditor(s)' tab.

How to cancel Audit Submission.

Step 1: The jobs that have been submitted to the Auditor will be available under Clients > Manage Jobs > Submitted to Auditor(s).

Step 2: Click on the three dot icon under the action column and select Cancel Audit Submission.

Note: The Cancel Audit Submission will be available only if the Auditor has not yet created the Job in his system.

Step 3: Click on Yes from the appearing pop-up to confirm the action.

Step 4: You will receive a confirmation toast message at the bottom of your screen.

Sending a job to a disconnected/dissociate auditor

To send a job to a disconnected auditor, generate and download Sorted file and share it via, email, google drive, and dropbox. The generated Sorted File will be a ZIP file including all the reference worksheets with hyperlinks to open the associated supporting documents that were bookmarked by the accountant. Click here to know more about how to Generate Sorted File.

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, or contact our Support team if you need any assistance.

• Related Articles

• Cancel Audit Job Submission

  Introduction If you have submitted the job to an Auditor by mistake here's how you can cancel the Audit Submission Note: You can only cancel the audit submission until the auditor creates the job. Once canceled, the job will again move to Completed ...

• Re-submitting Job to the Auditor

  Introduction Once you have submitted a job and then made any changes, you will have to resubmit the job to the auditor to reflect the changes in the auditor's portal. Follow the steps mentioned below to resubmit the job. How to Resubmit a Job Step 1: ...

• Submitting Additional Documents to the Auditor

  Introduction If you have already submitted the job to the auditor but later on you have realised a few documents were missing. Here's how you can submit the additional documents to the auditor after submitting the job. Submitting the Additional ...

• Understanding Job Dashboard

  Job Dashboard The Job Dashboard in SMSF Sorted provides essential information for managing a job. It offers various details and functionalities to help you efficiently handle the job's activities. Here's an overview of the key components of the Job ...

• Creating Manual Job

  Introduction If you are not using any accounting software for processing SMSF funds, you have an option to create manual jobs within SMSF Sorted. While creating a job for a manually added fund, you will not have an option of Create Job, instead you ...