SMSF Sorted Lite
Syncing SMSF Sorted Lite with Class
Introduction To ensure all data within SMSF Sorted Lite is up-to-date with Class, it's crucial to do Sync with Class after making any changes to the Fund Details or Financials of a Job. Follow the steps below to sync with Class. How to Sync with ...
Manage Audit Letters & Auditor Templates
Introduction Accountants can easily generate Pre and Post Audit Letters using the templates shared by auditors. Follow the steps below to generate Pre & Post Audit Letters and reports in just a few clicks. How to View and Generate Audit Letters Step ...
Sorted Lite's Enhanced Audit Console Page
Introduction We have enhanced Sorted Lite's Audit Console page for better accessibility of the functionalities. Now, Generate, View, Download, and Regenerate Workpapers directly from the Audit Console page. The Documents column now allows easier ...
FAQs: Upgrade to Sorted Lite
Introduction We’ve developed the following frequently asked questions to assist you and your team with your upgrade experience from Sorted Basic to Sorted Lite. What is Sorted Lite? Sorted Lite is a software powered by Cloudoffis that integrates with ...
How to Delete a Document
Introduction If you've mistakenly uploaded a document in the fund, follow these steps to remove it: How to Delete a Document Step 1: Go to the Audit Console page and select DMS from the top taskbar. Step 2: Choose the Fund Name and Folder. Step 3: To ...
Email and Notifications on Sorted Lite
Introduction We've introduced a new feature on Sorted Lite that enables accountants to receive notifications. These notifications provide valuable updates about various activities performed on the platform, ensuring efficient communication and task ...
Sorted Lite Tutorial Video
Please refer to the Sorted Lite Tutorial video to overview the Sorted Lite features.
Audit Stages in SMSF Sorted Lite
Introduction In SMSF Sorted Lite, the audit process goes through several stages, each indicating the progress of the audit. Here are the five audit stages: Stages Submitted: This is the initial stage when the fund has been submitted to the auditor. ...
Fund Dashboard- Sorted Lite
Introduction The Fund Dashboard is your central hub for managing your fund. This dashboard offers a user-friendly interface, with sections dedicated to Fund Details, Collaboration with SMSF Auditor, Recent Queries, Document Management System (DMS), ...
Managing Open Queries in SMSF Sorted Lite
Introduction Efficiently manage open queries in SMSF Sorted Lite. Access essential information about funds with pending queries, including fund names, codes, ABNs, and audit statuses. This streamlined process allows you to promptly respond to queries ...
Connecting to an Auditor
Introduction To establish a connection with your auditor in SMSF Sorted Lite, follow these easy steps. If you haven't connected with your auditor yet, here's how you can do it: How to Connect to an Auditor Step 1: From the Audit Console page, click ...
Generating and Reviewing Workpaper File
Introduction You can simply review your workpapers in few easy steps with all the relevant tagged documents all at one place. Follow the steps given below to get started: Reviewing Workpapers Step 1: Select the Business and Fund Name. Step 2: Click ...
Preparing Workpapers
Introduction We've now made the DMS available at the business level, simplifying the process of locating the documents and tagging them. To streamline your document management in Sorted Lite, you can efficiently tag documents directly from the DMS to ...
Uploading Document
Introduction We have expanded access to the Document Management System (DMS) at the business level, making it easier to locate and tag documents. You can easily upload a document in SMSF Sorted Lite using either of these two options: Option 1: ...
Submitting and Re-submitting to Auditor
Introduction If you want to submit any of the available funds for audit, follow the simple steps given below from the Audit Console page. You can follow the same steps to Resubmit the Fund to the auditor. How to Submit a Fund for Audit to an Auditor ...
Activating SMSF Sorted Lite
Introduction The first step to get started with the Sorted Lite is to activate the Sorted Lite in Class Super. The activation can be done by following the given steps. How to Activate Sorted Lite Step 1: Once you have logged in to the Class Super, ...
Audit Console
Introduction Using the Audit Console page, Class users can efficiently view all the funds managed by them in Class and easily track the documents uploaded, workpapers prepared, funds submitted for audit with different audit stages, open queries, etc. ...