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
From the Annual statements view, click the ellipses button and choose View comparison report. The Annual Statement data comparison page appears.
Compare the data in the ASIC database column against the data in the MYOB database column. We've added a status column to help speed things up:
Status
Description
The company details in MYOB Practice matches the data on ASIC's records.
The company details in MYOB Practice is different to the data on ASIC's records.
For all rows with a status, select the column with the correct data. For example, if the company's registered address is correct on ASIC's records, select the address in the ASIC database column.
When all discrepancies are addressed, click Update and prepare statement.