Uploading documents to auditors after a job has been submitted

Overview

Prior to the SMSF Sorted 3.0 release, the process of uploading additional documents to the auditor after a job was submitted was reliant on an auditor raising a query to the SMSF Sorted firm, and the extra documentation sent as an attachment to the query response. This article explains the updated process to upload documents after submission.

Sending additional documents

There may be times when documents required for an audit were not available when the job was initially submitted, or were still in the Unsorted folder at the time of Submission. From SMSF Sorted release 3.0 additional documents can be sent directly to the Cloudoffis Auditomation audit firm.

These extra documents must be sitting in the Unsorted folder to be able to be sent to the auditor

Simply go to the Unsorted folder in SMSF Sorted for the fund in question, check the boxes for the documents you wish to send to the auditor, then click the Send to Auditor icon 

 

A confirmation message will appear which also contains a checkbox to Notify. When checked, this will send an email to the audit firm to let them know the extra document has been sent. This will appear in the Unsorted folder for their audit for relating to that particular job.

Click Yes to continue.

The documents will then move from the Unsorted folder to a new folder called Submitted to Auditor

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