Just these help pages, not phone support or the product itself
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We'll download outstanding annual statements for you.
New annual statements will appear in the All clients > ASIC > Annual statements view.
Review date report is sent every now and then, a connection occurs in the background to retrieve annual statements, annual statements are then downloaded and appear in the dashboard
Status
Description
All outstanding
All unlodged annual statements
Upcoming
Requires action
Company data not reconciled or annual statement not sent to 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