Month: November 2024

Your guide to
Sorted Basic

Sorted Basic empowers accountants to streamline their SMSF audit workflows by collaborating with Cloudoffis auditors using Auditomation. It enables seamless client data imports from leading accounting software and simplifies audit job creation and submission. Accountants can efficiently generate pre-audit letters in bulk, share signed pre-audit letters, receive signed post-audit reports via Auditomation, respond to job-specific queries, and track audit job statuses in real time—all within the intuitive Sorted Basic portal.

This guide is designed to help you maximise your Sorted Basic experience.

Introduction to Cloudoffis Sorted Basic

A platform that allows accountants to submit funds for audit, manage queries, and track the progress of the fund with a Cloudoffis Auditor:
More info.

Dashboard Settings

Customise your dashboard to show only relevant tabs:
Dashboard Settings.

Create Additional User

This is only a Quickstart guide to get Funds to Audit, after registration of Sorted:
Guide to adding additional users.

Importing Fund(s)

Please follow the steps to import clients to Cloudoffis:
Import_Client_Process

Submit a Fund to Auditor

Please follow the steps to submit an audit job to the Auditor:
Submit a Fund to Auditor

Uploading Documents and Sending Fund to Auditor

Documents are transferred from the DMS on your Sorted Connect portal. To send source documents to your auditor, click on “Upload Documents” in the Job Successfully Created screen:
Uploading and sending documents and Sending additional documents.

Resubmit a Fund to Auditor

If there are any changes done in the accounting software after submitting it to Auditor
How to resubmit a fund.

Responding to Audit Queries

If the auditor raises an audit query during their review, the staff member assigned to the audit on the Accounting Portal will receive a notification. The staff member should then log in to their SMSF Sorted account to view the query in full and respond:
How to respond to audit queries.

Sorted Basic Tutorial Video

Video Demonstration – Sorted Basic Portal:
Tutorial video.

Automatically Generated Standard Financial Reports

Reports automatically generated by BGL and submitted to your connected auditor include the following:
– General Ledger
– Investment Income Comparison Report
– Investment Movement Summary Report
– Member Statement
– Operating Statement
– 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:
Instructions.






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The Cloudoffis Bulletin
October Edition

Welcome to the October edition of the Cloudoffis Bulletin.

It seems the Cloudoffis team doesn’t have an off switch, as October was another huge month. Between launching Tax Sorted, hosting intimate customer breakfasts and introducing new Auditomation features, we’re always focused on driving innovation and delivering better solutions for the Tax and SMSF industry.

So grab your coffee, settle in for the read, and don’t forget to register for our ‘Ask Graeme’ webinar below.

Sydney breakfast event: Attracting Tomorrow’s Top SMSF Talent – The Tech Advantage

At our first Cloudoffis event of the year, SMSF industry leaders gathered to tackle a pressing challenge: attracting new talent to the accounting profession, especially in SMSF auditing. With over half of SMSF auditors set to retire in the next 5-10 years, discussions quickly moved into solution mode.

A big thank you to Graeme Colley, Marjon Muizer, and Jacob Kewley for leading such an inspiring discussion on the future of SMSF firms across all tier sizes. The energy in the room was incredible, with peers sharing ideas, insights, and support.

Don’t miss out on similar events across our capital cities next year! In the meantime, check out Graeme’s reflections on our Sydney event.

Read more

Register for our upcoming ‘Ask Graeme’ webinar

Last month, we announced our partnership with Graeme Colley, and the feedback has been overwhelmingly positive due to Graeme’s influence on many SMSF careers. That’s why we’re pleased to invite you to a Q&A session with Graeme, where he’ll be available to answer your burning SMSF questions.

When: Wednesday 4th December
Time: 10-10.45am AEDT

Register today

Customer spotlight

SMSF Auditomation: New ‘Organise Documents’ features

We recently released enhancements to the organise documents features, streamlining document management and saving you up to 30 minutes admin time across each workpaper. Enjoy:

  • Easy document switching: Move between documents seamlessly without closing and reopening them, reducing unnecessary steps.
  • Direct tagging in DMS: Tag documents directly from the Document Management System (DMS) without navigating to financial line items.
  • Document filters & icons: Filter documents into categories (Unsorted, Tagged, Permanent) and use icons to quickly identify document types.
  • Efficient tagging & multiple bookmarks: Tag documents more efficiently and add multiple bookmarks for various items in one go.
  • Checklist & financials integration: View multiple line items and checklists within an open document, improving clarity and workflow efficiency.

Access our step-by-step guide and demo video to help you get started.

Top Tip:
New features and updates can sometimes lead to unexpected behaviour, yet clearing cache and cookies can to get back on track in no time. View our how-to guide.

Tax Sorted is now live!

We’re excited to showcase the latest addition to the Cloudoffis family: Tax Sorted.

The past few weeks have been exciting, revealing to Tax Accountants across Australia how Tax Sorted is able to turn routine tasks into valuable time spent with clients.

With features such as our automated excel integration, one-click document imports from Xero, a secure platform with access levels that align with Xero and even the option to customise your Tax Sorted portal to a colour that suits your mood, Tax Sorted has truly impressed our clients with its capabilities and vision.

There’s even more to explore, so get your tax team to book a demo today.

Book a demo Find out more

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