Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Creating Queries
Once you select your file you will be taken to a screen where you can;1. View items outstanding;2. Upload supporting documents;3. Create Queries;4. Respond to matters;5. Notify the firm once the ac...
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Logging into the SMSF Dashboard as an External Firm User
Note: Prerequisites: - Before accessing the SMSF Dashboard, the firm's administrator must set you up as an External Firm User. For guidance on this process, refer to: Creating-External-Firm-Users,O...
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Navigating The SMSF Dashboard - Clients
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Filters & Search Functionality On The SMSF Dashboard
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities.To view the full list of SMSF clients, users must selec...
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Audits In Progress - Accountant To Action
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Audits In Progress - Queries & Overdue Queries
Once the auditor has completed the process of creating a query and notifying the administrator, the queries and overdue queries will be displayed in their respective counts on the SMSF Dashboard. ...
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Responding to Queries & Uploading Documents Requested By Your Auditor
To access outstanding open queries within a file, the administrator must click on the relevant file name. From there, they can respond to queries or upload the documents requested by the auditor. R...
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Audits In Progress - Recent Action's
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Import From MyWorkpapers
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities.From here, you will need to click the SMSF Clients butt...
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Audits Completed - ACR's
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...