How to Change Job Type from Wind-Up to Year-End in SMSF Sorted Lite

How to change the Job Type from Wind Up to Year End

Introduction

This article explains how to convert a Wind-Up job back to a Year-End job in SMSF Sorted Lite.
You may need to perform this process if a fund was previously treated as a Wind-Up fund but is no longer required to be audited as a Wind-Up engagement.

Changing Job Type To Year-End

Step 1: Remove End Date In Class.
Log in to Class.
Go to Fund > Details > Edit.
Remove the End Date, leave the field empty and click Save.








Step 2: Sync Changes in SMSF Sorted Lite.

Log in to SMSF Sorted Lite and go to Fund Dashboard.


Notes
Note: Make sure the Job and Year are same.

Click Sync with Class to reflect the changes in SMSF Sorted Lite.





Step 3: Re-Submit the Job to the Auditor

Once the sync is complete, click Re-Submit to Auditor.




Once the job is successfully re-submitted to the auditor, you'll be able to view the Last Submitted Date and Time, Submitted by, and Auditor.

Quick Video Guide



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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