To access the Client lodgements page, select All clients and click Corporate Admin on the top menu bar.

1. In the Client lodgement page, click the ellipsis button and choose Send for Signing via portal. The Create task page appears.

   If you regularly send documents with the same text, you can save time by using one of your practice's task templates to automatically fill in the Title and Description fields. Just click Apply a template ().

2. Complete the details on the page.

3. Click Create task for the selected client.

1. From the Client lodgements page, click the Ready to lodge tab.
2. Click the ellipses button for the form you want to lodge.
3. Choose Lodge.

1. From the Client lodgements page, click Create an entity located on the top-right of the page. The Create an entity page appears with the following options:
   • Register a new company (201) - AU
   • Set up a discretionary trust - AU
   • Set up a self-managed super fund (SMSF) - AU
2. For the type of entity you want to set up, click Prepare form.

1. From the Client lodgements page, click the In progress tab.
2. Click the ellipsis button next to the form you want to resume or delete.
3. Choose Resume to continue preparing the form, or Delete to delete the In progress form.

You can edit details of 484 forms any time before they reach the Ready to lodge status. For other forms, if you want to change details before lodgement, you'll have to prepare a new form.

1. From the Client lodgements page, click the Pending signature tab.
2. Select the ellipsis button next to the form you want to edit.
3. Choose Edit signatories.

4. Make your changes and click Create forms.

   You can select multiple signatories.

1. From the Client lodgements page, click the Under review tab.
2. Click the ellipsis button next to the form you want to verify and click Download documents.