SMSF Sorted Workpapers
How to Reimport Lead Schedule - Sorted
Introduction This process is useful if there's been any changes made in the accounting software and you want them to reflect in SMSF Sorted as well. To Re-Import Lead Schedule, follow the steps given below: How to Reimport Lead Schedule You can ...
Viewing the Sorted Workpaper File
This feature allows users to view the Sorted Workpapers file in web browser. Users can refer to the supporting docs & reports tagged on the specific line items and the documents stored on different folders;-Permanent, Additional and Prior Year. Click ...
SMSF Sorted Workpaper - TBAR
SMSF Sorted Workpaper - TBAR This article will provide details on the functionality of SMSF Sorted's TBAR Workpaper. A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the Workpapers to be active. For ...
SMSF Sorted Workpaper - Pensions
SMSF Sorted Workpaper - Pensions This article will provide details on the functionality of SMSF Sorted's Pensions Workpaper. A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the Workpapers to be ...
SMSF Sorted Workpaper - Contributions
SMSF Sorted Workpaper - Contributions This article will provide details on the functionality of SMSF Sorted's Contributions Workpaper. A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the Workpapers to ...
SMSF Sorted Workpaper - LRBA
SMSF Sorted Workpaper - LRBA This article will provide details on the functionality of SMSF Sorted's LRBA Workpaper. A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the Workpapers to be active. For ...
SMSF Sorted Workpaper - Unlisted & Inhouse Assets
SMSF Sorted Workpaper - Unlisted & Inhouse Assets This article will provide details on the functionality of SMSF Sorted's Unlisted Investments & In-house Assets Workpaper. A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 ...
SMSF Sorted Workpaper - Tax Reconciliation
SMSF Sorted Workpaper - Tax Reconciliation This article will provide details on the functionality of SMSF Sorted's Tax Reconciliation Workpaper. A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the ...
SMSF Sorted Workpaper - GST Reconciliation
SMSF Sorted Workpaper - GST Reconciliation This article will provide details on the functionality of SMSF Sorted's GST Reconciliation workpaper. A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the ...
SMSF Sorted Workpaper - Property & Rental Schedule
SMSF Sorted Workpaper - Property & Rental Schedule This article will provide details on the functionality of SMSF Sorted's Property Workpaper A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the ...
SMSF Sorted Workpapers
Introduction With the release of SMSF Sorted 2.5, Cloudoffis has introduced workpapers to support the preparation of the Financial Statements. This article will outline how to access this feature, and what workpapers are available. What are the ...