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, Audits In Progress and Audits Completed

The Audits In Progress section of the dashboard contains the following key components:

Setup details required

Clicking the number next to the 'Setup details required' heading directs users to the SMSF Clients page with the 'Setup details required' filter pre-applied. 

Note: Files with the status 'Setup details required' or something which has been mapped to 'Setup details required' will be found here

Completed - client to sign

Clicking the number next to the 'Completed - client to sign' heading directs users to the SMSF Clients page with the 'Completed - client to sign' filter pre-applied. 

Note: Files with the status 'Completed - client to sign' or something which has been mapped to 'Completed - client to sign' will be found here

On hold

Clicking the number next to the 'On hold' heading directs users to the SMSF Clients page with the 'On hold' filter pre-applied. 

Note: Files with the status 'On hold' or something which has been mapped to 'On hold' will be found here

By utilising these filters and dashboard functionalities, users can efficiently manage their SMSF audit workflow with ease and precision.