Updating your Company Details in Cloudoffis - SMSF Sorted

Updating Company Details in Cloudoffis - SMSF Sorted

Change Request Form

To update any of the details listed below, please fill out a Change Request Form.

1. Company Name
2. ABN
3. Business admin email address 
4. Business name in the accounting software
5. Business code in the accounting software

Fill the attached Change Request Form and send it to support@cloudoffis.com.au from your business admin email address.


The Change Request Form is required to be sent from the Current Business Admin's email address for the changes to take effect
If the Current Business Admin email address has been deactivated (Staff left) then one of the directors of the firm is required to sign the document and send it via their email address for the change to take effect.

Note: Please note if you want to assign the business admin role to a staff then the profile of the staff must be in the SMSF Sorted portal.

 

Please create a staff (with any role) before sending the Change Request Form. Click here to view How to create staff.



    • Related Articles

    • Updating your Company Details in Cloudoffis- Auditomation

      Change Request Form To update any of the details listed below, please fill out a Change Request Form 1. Company Name 2. ABN 3. Business name in the accounting software 4. Business code in the accounting software Fill out the attached Change Request ...

    • How to Change Company Admin?

      Introduction To change the role of a Company Admin in your system, you can follow these steps: How to Change Company Admin? Note: Only a current Company Admin has the authority to change the role of another staff member to Company Admin or assign ...

    • How to verify a business code in SMSF Sorted

      Overview From SMSF Sorted release 2.2 (October 2020) firms need to verify the business codes that are linked to ensure that data can be imported correctly. This verification may involve external firms if an SMSF Sorted site is connected to an ...

    • How do I change my personal details in SMSF Sorted?

      Overview Each staff member can update their name and phone details, as well as upload a profile photo. This article will outline how. Uploading your profile photo The file can be in JPG or PNG format, should be no larger than 500 x 500 pixels, and ...

    • Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator

      Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator SMSF Sorted Enterprise provides a platform to accountants where they can connect with Administrator Firms and review the Workpapers of outsourced jobs to Administrator ...