Corporate Admin is the solution to your corporate secretarial needs.

Situated online within MYOB Practice, it combines desktop Corporate Compliance and Company Docs so you can easily manage businesses from the initial incorporation through to de-registration.

All electronic ASIC forms are available for preparation and electronic lodgement within Corporate Admin.

However, there are a still a small number of forms required by ASIC, to be lodged via Paper. These forms won't be available in Corporate Admin but you can manage these directly on the ASIC portal. Each day Corporate Admin connects to ASIC to bring in any invoices or Annual statements sitting in your mailbox. So we'll also bring in any paper form activity and automatically update Corporate Admin for you.

The table below lists all ASIC company and agent forms available in Corporate Admin.

Yes! You can track share history, specific parcels of shares, share certificate numbers and distinctive numbers. You can also select which parcel of shares you want to transfer from, cancel or update when you prepare a form 484.

We're working on enhancing our share register even further. Here's a sneak peak of what's coming later in 2020:

• prepare dividend forms
• track dividend history

Of course you can! We have professional-looking PDF share certificates that you can download and issue as required.

We've also added the ability to customise share certificates! Just click Settings on the left navigation bar in MYOB Practice, then click Templates, located under Practice Defaults. Click the name of any template to edit.

When you save the template, your changes are applied practice-wide. This means employees can produce these share certificates, across all clients.

Yes! You can edit all Corporate admin document templates.

In MYOB Practice, click Settings on the left navigation bar then click Templates, located under Practice Defaults. Click the name of any template to edit.

The template editor is really easy to use – there's no complicated conditions or formulas to learn. You're also able to upload images like your company logo, to the template.

When you save the template, your changes are applied practice-wide meaning all employees will be able to use the template across all clients.

See Customising document templates for more information.

Yes! Corporate Admin integrates with the MYOB Practice client portals so you can easily get ASIC forms approved and signed. The client portal even lets you send reminders!

ASIC have previously confirmed they will accept digital signatures on all electronic forms, but have also made comments suggesting that form 362 should be "held in a paper format". This would imply the need for a wet signature on that original document. We recommend that you print and have your client sign and return form 362 before lodging.

At this stage, all users in the practice will have full access to all features in Corporate Admin. Our vision for the future is to have task and user security that you can tailor to suit your practice's needs.

There are some security measures you can take to prevent users from accessing certain clients. See Keeping your data secure for more information.

Of course you can – you can find them in Debts. We'll show you what each client owes, when payment is due and if they've been paid.

We connect to ASIC every day to bring you any outstanding annual statements, transactions and debt payable.

From Debts, you can send payment reminders via the portal to your clients and help them avoid those pesky late payment fees.

Yes! From the ASIC Agent settings, click Onboard agents to add a new agent and link their contacts.

We've added a cool visualisation tool that displays an intuitive diagram of all the known relationships between entities, officers and shareholders recorded in MYOB Practice. The diagram is a fun and easy way of explaining and understanding complicated relationships.

You'll find it in the contact's Overview tab in Corporate Admin. 

We have an option to migrate your existing MYOB Corporate Compliance (CC) history on the desktop, into MYOB Practice!

You can migrate a history of all ASIC transactions previously recorded in desktop for active clients. Each transaction also includes the applicable ASIC document reference number so you can look it up directly on the ASIC portal. We also import all your client's Corporate Compliance documents into MYOB Practice under their client Documents tab.

You can only import one database. However, if you import the wrong backup file — don't worry. You can upload another one and import the data again. This will override the wrong data imported.

Yes! When you or anyone changes a client's address or name in AE/AO, you'll receive an alert (like the one below) in Corporate admin to let you know that you might need to change these details with ASIC.

Click Review to view the data discrepancies.

Yes! Your client and contact data in AE/AO will prefill into the relevant workflows in Corporate admin. When you update the name or address for a contact in MYOB Practice via Corporate admin, we’ll also update this contact’s name and address in AE/AO. When you create a new contact in Corporate admin, we’ll also create them in AE/AO for you.

If you're interested in getting Corporate admin for your practice, have a chat to your Client Manager and let them know you're interested.

All you need for Corporate Admin is:

• an ASIC registered agent number
• access to ASICs' online services (ASIC portal)
• EDGE lodgement credentials.

If you're using AE/AO we recommend performing some additional tasks to prepare your practice.

When adding an agent to Corporate admin, make sure you're entering your EDGE lodgement credentials and not your ASIC portal login.

This error may also appear when your EDGE password is expired.

ASIC changes your EDGE password every 30 days, so sometimes the password in your current Corporate Compliance software isn't valid anymore. In this case, call ASIC on 1300 300 630 to request a password reset.

When linking unlinked contacts, if you can't find the AE/AO client you're looking for, make sure they're:

• An active contact in AE/AO. Inactive contacts and closed clients won't appear in your MYOB Practice contacts list.
• If you're using AE, make sure the Contact type is a Company.
  To check the Contact type, open the contact or client's record and from the Main tab, click Edit client detail.
  ]

If the contact doesn't exist at all, you might need to create them as a new contact or client from within AE/AO.

There's a couple reasons why you might not be able to generate any forms or see company data.

• First, make sure you're the company's registered ASIC agent.
• If you're using AE, make sure the Contact type is a Company.
  To check the Contact type, open the contact or client's record and from the Main tab, click Edit client detail.
  

Check out our MYOB Practice online help here or contact our support team on 1300 555 666.