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RA57

You can request a report from ASIC listing all documents lodged from a certain date.

To request an Account transaction list report
  1. Select All clients and click Corporate admin on the top menu bar. The Client lodgements page appears.
  2. Click Agent lodgements on the secondary navigation menu. The Agent lodgements page appears.
  3. Click Prepare form at the top right of the page.
  4. Click Prepare form next to Account transaction listing.
  5. Select the agent you want to run the report for.
  6. Enter the report start date and end dates
  7. Select if you'd like to receive prior outstanding transactions
  8. Select the I hereby declare that I am authorised to request this report checkbox.
  9. Click Lodge form.