Settings is a functionality in SMSF Audit that allows firms to customise
the template to suit their own internal workflows and processes.
Note: It is important to note though that only 1 firm template can be created in
SMSF Audit, so we strongly suggest that customisations are only made where it
will be common to all funds and audit files.
Specifically, the following is a list of what firms can customise under Firm
- Add firm
documents and templates (i.e checklists, testing work papers, template
letters and reports)
- Add document
existing template documents
- Add new
procedures to template checklists
existing procedures in template checklists
comments/notes in checklist documents
suggested benchmarks and/or percentages to Materiality worksheet
- Add common
risks to Risk Report
- Add Query
- Add Query
the list of Class reports available during a Class import
are a few actions you cannot perform in your Firm Template.
- Edit or move
existing CaseWare template content including document numbers, documents
and checklist programs procedures.
Annotations and Issues.
your firm would like to utilise Firm Settings, please contact the SMSF Audit
support team for assistance with enabling this in your SMSF Audit template:
SMSF Audit Support team
(03) 9660 4688 email@example.com