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 button to be navigated to the unfiltered clients list page.

Utilise the search functionality or smart filters to locate the desired file. 

Click on the file name to access its detailed view.

Connect to MyWorkpapers

To import / Connect to MyWorkpapers, the administrator must click on the Connect to MyWorkpapers button, 

Upon clicking the button, a pop-up box will appear, triggering one of the following three actions:

1. As an Administrator if your only active in 1 firm, you'll be logged straight into that firm 

2. As an Administrator if you have access to multiple audit firms, a “multi firm” drop down will appear upon clicking the Connect to MyWorkpapers button. This will allow you to select the firm you wish to access.

3. As an Administrator If you are not an active staff member in any firm, you will be presented with a message stating:: “You are currently not an active staff member within any other firms, please speak to your firm administrator, if you require access”

Import Documents Requested By Your Auditor

Once signed in, search for the file, click on the appropriate file and select the folders or individual supporting documents that you wish to import. Once the supporting documents have been selected click on the Import button.

Confirmation of the uploading of the documents will appear. Click on the Done button.

The documents have now been shared with the auditor and will appear in the Supporting Documents table within the query page of the External Firm Portal.