Just these help pages, not phone support or the product itself
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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