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.
Activating Sorted Lite in Class
You can activate Sorted Lite in Class by following the step-by-step instructions outlined here:
How to Activate Sorted Lite
Audit console in Class
The Audit Console provides Class users with a centralised view of all super funds managed in Class Super, allowing efficient tracking of document uploads, workpapers, audit submissions, and open queries. More details can be found here:
Audit Console in Class
Uploading documents & OCR
To upload documents in SMSF Sorted Lite, follow these steps:
Uploading Document
The documents uploaded in SMSF Sorted Lite are automatically converted into the
system readable format and are transferred to the Unsorted folder of the job.
While submitting the fund for audit, all the documents, including those which are
available in the Unsorted folder, are submitted to the auditor. Documents uploaded
after the initial submission must be shared with the auditor from the Unsorted folder
in DMS.
Bookmarking supporting documents in Class via trial balance
Supporting documents can be bookmarked via the Trial Balance to assist with audit
readiness. Guidance on preparing workpapers and bookmarking documents can be
found here:
Preparing Workpapers
Generating a hyperlinked workpaper & saving it to Class DMS
You can effortlessly generate the hyperlinked workpapers as a single PDF or a ZIP file, with direct links to supporting documents, and save to Class DMS. More information is available here:
Generating & Reviewing Hyperlinked Workpapers
Connecting your auditor
You can connect your auditor in SMSF Sorted Lite by following the guided steps provided here, enabling seamless collaboration throughout the audit process:
How to Connect to an Auditor
Submitting & re-submitting funds to auditor
You can submit and resubmit audit jobs to your auditor, including the upload of
additional documents when required, by following the instructions outlined here:
Submitting & Re-submitting an Audit
Additionally, at the time of submitting the fund for audit, key financial reports are
generated directly from Class and automatically included as part of the audit
submission, ensuring auditors receive complete and consistent financial information.
Check the audit status of the fund submitted to the auditor
The status of audit jobs submitted to the auditor can be tracked at each stage of the
audit lifecycle. More information is available here:
Audit Stages in SMSF Sorted Lite
Manage open queries
Auditor queries can be viewed, addressed, and resolved directly within Sorted Lite, streamlining communication and maintaining clear audit records. More information
is available here:
Managing Open Queries in SMSF Sorted Lite
Managing audit letters
Pre-audit letters can be generated using the templates shared by the auditor. Further the audit report and the management letter shared by the auditor is also available in
the DMS of the fund. More information is available here:
Auditor Templates & Audit Letters
Sorted Lite tutorial video
A tutorial video offering a guided walkthrough of Sorted Lite features and workflows
is available here:
Sorted Lite Tutorial Video