Activating Sorted Lite in Class
You can activate Sorted Lite in Class by following the step-by-step instructions outlined here:
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.
Uploading Documents & OCR
To upload documents in SMSF Sorted Lite, follow these steps:
The documents uploaded in SMSF Sorted Lite are automatically converted into a system-readable format and transferred to the Unsorted folder of the job.
While submitting the fund for audit, all documents, including those 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:
Generating a Hyperlinked Workpaper & Saving it to Class DMS
You can effortlessly generate the hyperlinked workpapers as a single PDF or ZIP file with direct links to supporting documents and save them to Class DMS.
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:
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.
Manage Open Queries
Auditor queries can be viewed, addressed, and resolved directly within Sorted Lite, streamlining communication and maintaining clear audit records.
Managing Audit Letters
Pre-audit letters can be generated using the templates shared by the auditor. Further, the audit report and management letter shared by the auditor are also available in the DMS of the fund.
Sorted Lite Tutorial Video
A tutorial video offering a guided walkthrough of Sorted Lite features and workflows is available here:
