Submitting and Re-submitting to Auditor

Introduction

If you want to submit any of the available funds for audit, follow the simple steps given below.

You can follow the same steps given below to Resubmit the Fund to the auditor.

How to Submit a Fund for Audit to an Auditor

Step 1: Locate the fund you want to submit on the Audit Console page.

Step 2: Click on the 3-dot icon (ellipsis) from the action column and click on Submit to Auditor.

Step 3: A pop-up screen will appear with an auto-filled Client Contact that can not be changed. Select the Auditor from the dropdown.

Step 4: Now hit Submit.

An email now be sent to the auditor letting them know that a job has been submitted to them

How to Re-submit a Fund for Audit to an Auditor

Step 1: Locate the fund you want to submit on the Audit Console page.

Step 2: Click on the 3-dot icon (ellipsis) from the action column and click on Re-submit to Auditor.

Step 3: A pop-up screen will appear with an auto-filled Client Contact and Auditor that can not be changed, hit Re-submit.

Step 4: The resubmit process will now start and will be displayed alongside the Fund Name.

• Related Articles

• How to Resubmit a Job to Audit?

  How to Resubmit a Job to Audit? If your auditor has requested you re-submit a job to Audit, in order to re-submit the job, please complete the following steps.  1 - Navigate to Clients > Manage Jobs. 2 - Locate the relevant fund in the Submitted to ...

• 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 ...

• 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 ...

• Uploading Documents and Sending them to the Auditor

  Uploading Documents and Sending them to the Auditor Documents are transferred from the DMS on your Sorted portal. To send source documents to your auditor, click on "Upload Documents" in the Job Successfully Created screen. Alternatively, Click "DMS" ...

• 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 ...