Creating A Query & Notifying The Administrator

Creating A Query

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 has been created you'll then need to create a query within the workpaper referenced A1 - Administrator Queries

If your client's Audit file does not have this workpaper, you can add this by following the steps: Adding the External Firm Queries Workpaper

Once the query has been created, you'll need to notify the administrator and set a 'Date of last request'

Notifying The Administrator 

Scroll to the bottom of the document, and select the Notify External Firm button;

A drop-down menu will appear with two columns;

On the left-hand side column - Firm Notification;
1. Select which auditor in your firm you wish the notification to be sent to.
2. The first name(s) displayed are members of the file's engagement team.
3. Select "Show entire staff list" to select another staff member including a firm manager or primary contact.

On the right-hand side column - External Firm Notification;
1. Select which external firm user you wish your notification to be sent to.

Sending a message

1. Enter an optional private message to the External Firm user. This will be included in the email notification.

Notification

1. Click on "Send Notification" Once you have made your selections above, the selected External Firm user will receive a notification email with the link to the file's query workpaper.