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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

StatusDescription
All outstandingAll unlodged annual statements
Upcoming 
Requires actionCompany data not reconciled or annual statement not sent to client.
Awaiting clientWaiting for client payment or signature
DoneCompany details are reconciled and up to date. Your client has paid the annual fee and signed the


Moving from Outstanding to Done:

To download annual statement documents
  1. From the Annual statements view, ciick the ellipses button and choose Download documents.
To view comparison report
  1. From the Annual statements view, click the ellipses button and choose View comparison report.
To create a task
  1. From the Annual statements view, click the ellipses button and choose...
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!