Submitting Wind-up Job to the Auditor

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.

  1. Log in to Class.
  2. Go to Fund > Details > Edit.
  3. Enter the End Date and click Save.
fund-details-gif

Step 2: Sync Changes in SMSF Sorted Lite.

  1. Log in to SMSF Sorted Lite and go to Fund Dashboard.
global-dashboard-class


Notes
Note: Make sure the Job and Year are same.
  1. Click Sync with Class to reflect the changes in SMSF Sorted Lite.
sync-with-class

Step 3: Submit the Job to the Auditor

  1. Once the sync is complete, click Submit to Auditor.
submit-to-auditor

  1. Now Select Auditor and click Submit.

select-auditor

  1. 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.
re-submit-to-auditor

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.

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