Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Changing External firms for External firm users
To add or remove an External firm user follow the simple instructions below:Go to the User Access Module; Ensure you are on the External firm users tab;When in the External firm users tab the Exter...
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Activating, Suspending and Deleting External Firm Users
The practitioner can control which External Users have access to the External Firm Portal. Once an External Firm User has been created the practitioner can:Suspend the user login accountActivate a ...
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Accessing, Editing and Deleting External Firms
Editing External Firms Deleting External Firms Editing External FirmsExternal Firms can be edited at any stage. Access the External Firms module from the My Files dropdown menu; You will then be ...
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External Firm Portal Guide
Contents Introducing MyWorkpapers How does MyWorkpapers affect me as the External Firm? How will MyWorkpapers save me time? How and when do I access MyWorkpapers? How do I respond to queries? Retr...
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Accessing The SMSF Dashboard - 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, simply follow the steps below: Log In & Access Extern...
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Mapping Statuses To The SMSF Dashboard
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, it may be necessary to map any unique statuses within your custom templates...
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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...