RA57 You can request a report from ASIC listing all documents lodged from a certain date. UI Expand |
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expanded | true |
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title | To request an Account transaction list report |
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| - Select All clients and click Corporate admin on the top menu bar. The Client lodgements page appears.
- Click Agent lodgements on the secondary navigation menu. The Agent lodgements page appears.
- Click Prepare form at the top right of the page.
- Click Prepare form next to Account transaction listing.
- Select the agent you want to run the report for.
- Enter the report start date and end dates
- Select if you'd like to receive prior outstanding transactions
- Select the I hereby declare that I am authorised to request this report checkbox.
- Click Lodge form.
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