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Annual Statements are retrieved from your ASIC mailbox automatically each day. You can find them in the All clients > ASIC > Annual statements view.

Companies due to receive their annual statement will appear in the Upcoming tab. Once the statement is received, you can download the statement and start reconciling your client's company information.

Status	Description
All outstanding	Displays all annual statements with a status of "Requires action" or "Awaiting client ...".
Upcoming	Displays a list of companies due to receive their annual statements within the next 30 days.
Requires action	Displays all annual statements requiring agent action, such as reconciling company information to ensure its current, or where a task has not been created and sent to the client.
Awaiting client	Waiting for client payment or signature
Done	Company details are reconciled and up to date. Your client has paid the annual fee and signed the

Outstanding to Done

Download docs..

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UI Step

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title	To download annual statement documents

From the Annual statements view,

ciick

click the ellipses button for the company and choose Download documents. The <Company Name>.zip file downloads.

The <Company Name>.zip contains the following files:

File name	Description
Annual_Statement_pack.pdf	This contains the Annual statement received from ASIC.... containing an invoice
Solvency_statement.pdf	This is a statement of solvency minutes for your client to sign and return to you.

step

View comparison

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title	To view comparison report

From the Annual statements view, click the ellipses button and choose View comparison report. The Annual Statement data comparison page appears.

UI Expand

title	To create a tasksend for signing

From the Annual statements view, click the ellipses button and choose Send for signing...

UI Expand

title	To mark as signed or paid

Can only be done on "Awaiting client'.

We'll update when its paid and you update when its signed. Go team!

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Old Version 11

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