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Customiser - SMSF

  1. The Customiser for the SMSF templates is located either;
    1. By accessing it from the Working Paper Index; or

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    2. By accessing it from within A2 – Audit Program; or

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    3. The File dropdown menu;

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  2. The Customiser for the SMSF 5.0 template has a 'no' default response and only displays standard sections initially. Select a 'yes' response, or text responses to activate applicable sections of A2 - Audit Program and B - Planning;

    Planning.gif
  3. When you are finished answering the customising questions select Close;

  4. The SMSF 5.0 template contains a Planning section and Completion section within the Customiser. At the completion of the audit revisit the Customiser and answer the questions in the Completion tab;

    Completion.gif
  5. The responses to the Customiser can be revised at any time during the engagement and the program will update. Simply revisit the Customiser to make any changes;

  6. The chain link symbol indicates where a program is being displayed and could be removed by the Customiser;

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