Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
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, ...
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Audits Completed - Management Actions
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 Completed - No Actions
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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Creating a new External Firm
To create a new External Firm in MyWorkpapers, simply: Ensure you are on the Dashboard; On the top navigation bar, click on the My Files menu and select External Firms; Click on the Add New Extern...
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Creating External Firm Users
To create an External firm user follow the simple instructions below; Creating a user from the External Firms module Creating a user from the User Access module Creating a user from the External Fi...