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, Audits In Progress and Audits Completed

The Audits Completed section of the dashboard contains the following key component:

No Actions Within The SMSF Dashboard 

When an Administrator logs into the SMSF Dashboard, they must first ensure the correct financial year is selected. If the required file is not within the current financial year, the Administrator must update the financial year accordingly.

Once the appropriate financial year is selected, clicking the number next to the 'No Actions' heading will navigate the user to the SMSF Clients page, where the 'No Actions' filter will be automatically applied.

Note: Files that have been signed off, marked as 'Completed,' or assigned a status mapped to 'Completed', provided they do not have an Auditor Contravention Report lodged as 'Yes' or any open management actions, will be displayed in this view.

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