Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Creating A Query & Notifying The Administrator
To ensure that queries appear within the count on the SMSF dashboard, you must first create a file using the SMSF File Templates (AU) and ensure it is linked to your external firm. Once the file ha...
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Lodging ACR's
Lodging An ACR Via The Completion & Archive SectionTo lodge an ACR within an SMSF file, open the relevant file, click the dropdown menu next to File, and select Completion & ArchiveOnce on the Comp...
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Creating A Management Action
Creating A Management Action Within your file, navigate to the Review Points section. Once on the Review Points page, create a review point under RP1-3 - Management Letter Points. Note: The Managem...
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Recent Action's - Auditor
The SMSF Dashboard will give you insights into files that are in progress or awaiting action with any of your SMSF Audit files. To access this, follow these steps: Accessing The SMSF Dashboard - Au...
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A1 External Firm Portal - No Response Required
No Response RequiredTo ensure messages are displayed within the SMSF Dashboard, you must first create a file using the SMSF File Templates (AU) and link it to the appropriate external firm. Once th...
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Send to Working Paper Index
MyWorkpapers gives you the ability to send multiple supporting documents that have been uploaded by the External Firm in the External Firm Queries to the Working Paper Index.When the External Firm ...
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Download supporting documents
Note: This feature is specific to the External Queries work paper found in the Audit and SMSF Audit templates onlyMyWorkpapers gives you the ability to download multiple supporting documents that h...
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Import documents requested by your audito
You can import documents from your year end file direct to the External firm portal. Login to the External Firm Portal and from the query page click on the MyWorkpapers logo. (For information on th...
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Creating an Analytical Review - Preliminary workpaper
To create a Preliminary Analytical Review, simply:Ensure you are in the Working Paper Index;Click on the Working Paper Index menu and select New Workpaper;Fill in the required fields displayed, ens...
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Creating an Analytical Review - Completion workpaper
To create a Preliminary Analytical Review, simply:Ensure you are in the Working Paper Index;Click on the Working Paper Index menu and select New Workpaper;Fill in the required fields displayed, ens...