Sorted Lite, powered by Cloudoffis, is a free workpaper solution that integrates seamlessly with Class Super to enhance your accounting workflow. It simplifies document management, workpaper preparation, data submission for audits, tracking audit progress, and streamlines collaboration with auditors through its query module. This guide is designed to ensure Sorted Lite users get the most out of their experience.
How to activate Sorted Lite in Class
You can activate Sorted Lite by following the steps outlined here:
How to Activate Sorted Lite.
Audit console in Class
The Audit Console page allows Class users to efficiently view all managed funds, track document uploads, workpapers, audit submissions, and manage open queries. More details can be found here:
Audit Console in Class.
Connect your auditor
To connect with your auditor in SMSF Sorted Lite, follow these steps:
How to Connect to an Auditor.
Submitting & re-submitting to auditor & uploading documents
Instructions on how to submit a job to your auditor are available here:
Submitting & Re-submitting an Audit
Before submitting a job for audit ensure that you upload documents. Detailed instructions are available here:
Uploading Document.
After uploading documents ensure that the OCR process has been completed before hitting the Submit to Auditor button (the OCR icon will appear as a circle in the middle of the screen at the top to show that it is still working)
If uploading documents after initial submission of audit job remember to
– Go to DMS, upload documents
– Select the unsorted folder
– Click on documents you wish to submit and- Share to auditor
Check the audit status of the fund submitted to the auditor
You can manage and review the status of submitted funds here:
Audit Stages in SMSF Sorted Lite
Manage open queries
For managing open queries, refer to:
Managing Open Queries in SMSF Sorted Lite.
Sorted Lite tutorial video
A tutorial video on Sorted Lite is available here:
Sorted Lite Tutorial Video.
Bookmarking supporting documents in Class via trial balance for internal reviewing process
Instructions on preparing workpapers and bookmarking documents are provided here:
Preparing Workpapers.
Financial reports generated from Class and automatically included in your submission to your Cloudoffis Auditor
These include:
– Annual Return – SMSF
– Depreciation Worksheets
– General Ledger
– Investment Income Comparison Report
– Investment Income Summary Report
– Member Statement
– Notes to the Financial Statements
– Operating Statements
– Realised Capital Gains Report
– Statement of Financial Position
– Trial Balance
Managing audit letters (Pre/Post audit letters)
Generate pre and post audit letters using the templates provided by auditors. Instructions are available here:
Auditor Templates & Audit Letters