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:
https://support.cloudoffis.com.au/portal/en/kb/articles/complimentary-portal-for-accountant-connected-with-auditors#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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