Submitting Wind-up Job to the Auditor
Introduction
If you're using SMSF Sorted Lite and need to submit a wind-up job to the auditor, follow the steps mentioned below:
Submitting Wind-up Job to the Auditor
Step 1: Add the End Date in Class.
- Log in to Class.
- Go to Fund > Details > Edit.
- Enter the End Date and click Save.
Step 2: Sync Changes in SMSF Sorted Lite.
Log in to SMSF Sorted Lite and go to Fund Dashboard.

Note: Make sure the Job and Year are same.
- Click Sync with Class to reflect the changes in SMSF Sorted Lite.
Step 3: Submit the Job to the Auditor
Once the sync is complete, click Submit to Auditor.
- Now Select Auditor and click Submit.
- Once the job is successfully submitted to the auditor, you'll be able to view the Last Submitted Date and Time, Submitted by, and Auditor.
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