Michaela Greene
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Recent activity by Michaela Greene-
B4 - Audit Strategy
Due to the standard nature of SMSFs, we have provided a template workpaper that documents the audit strategy. The auditor must ensure the conclusion for each procedure is accurate.The default concl...
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A2 Audit Program
The A2 Audit Program is your one-stop shop when it comes to completing an SMSF audit, with the program combining both the financial audit and compliance audit programs into a single, concise progra...
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Importing Trial Balance - Simplefund 360
Once you have rolled forward your file, you will need to import your trial balance into the new file. Trial Balance import with Class, SimpleFund 360, or SuperMate: To import your current year's T...
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Importing Trial Balance - Class Super
Once you have rolled forward your file, you will need to import your trial balance into the new file. Trial Balance import with ClassTo import your current year's Trial Balance from Class:Step 1 - ...
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Importing Trial Balance - SuperMate
Once you have rolled forward your file, you will need to import your trial balance into the new file. Trial Balance import with SuperMate: To import your current year's Trial Balance from SuperMate...
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Deleting a Periodic File
To delete a Periodic file follow the steps below: 1. Click on My Files. 2. Search for your year-end file in the search filter and click on it to show the details of the file. 3. Within the file det...
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Navigating the Trial Balance in a Periodic file
You will notice that you are given the option of selecting a few extra filters. Namely current month, prior month, current period YTD, Prior Year Month, and Prior Year YTD. 1. Firstly, import your ...
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Importing a Trial Balance into a Periodic File
To import a trial balance into a Periodic file follow the steps below: 1. In the client file, click on the Trial Balance tab; 2. Click on the Import Trial Balance button; 3. You will then be taken...
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Creating a Periodic File
Initial PeriodTo create a Periodic file (either Monthly or Quarterly), you must first have created a year-end file. If you do not know how to create a year-end file, please see Creating a new file....
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Downloadable Resources for Private Training
Before you attend either your online private training webinar(s) or onsite training session, please download the following resources. Your trainer will work through examples with you and you'll n...