How do I import all companies, which I am an agent for, from ASIC?
Users are able to use Registered Agent Forms to download company information into CAS 360.
Before users are able to use Agent forms, they must be appointed as the registered agent for the company. See Form 362 - Registered Agent Appointment and Cessation.
Form RA61 - Request Review Date Report can be used to add companies and company information to the company selection screen. This form will add companies for which the user is the registered agent for to the company selection screen.
|From the Main Toolbar, go to Company.||
|Select Prepare Agent Form||
Select Form RA61 - Request Review Date Report.
Request Review Date Report
Agents can request ASIC to electronically send a report that lists all their companies review dates within a certain date range. The report received from ASIC is called the RA62. Review dates are usually the anniversary of the company registration date. An Annual Statement (Form 480) and Invoice is sent out to Agents within 14 days of the review date. Any corrections to the Annual Statement must be notified to ASIC within 28 days of the review date on Form 484. The annual fee must be lodged with ASIC within 60 days of this review date.
|Select the ASIC Agent details. CAS 360 will automatically select the Agent from the General details screen (if one has been selected)|
Receiving the Review Date Report
When the review date report (RA62) is received from ASIC, CAS 360 will display a Notification to advise users of this.
To view the Report:
|From the Main Toolbar, go to Messages||
Click on the RA 62 alert
The review date report will appear.
|In CAS 360||List of companies in CAS 360 for which you are the ASIC agent,|
|Not in CAS 360||List of companies for which you are the ASIC agent. However, the companies are not yet in CAS 360.|
|Not in ASIC||List of companies in CAS 360 for which you are not the ASIC agent,|
|Company||Name of the Company|
|ACN||Australian Company Number|
|Review Date (CAS)||
The review date entered into the General Details for the company
indicates the date matches with ASIC
indicates the date does not match with ASIC
|Review Date (ASIC)||The review date received from ASIC|
|In CAS||Yes or No will display depending on whether the company has been added to CAS 360.|
The option Replace Annual Review Dates will update the companies annual review date in CAS 360 will the review dates from ASIC appearing on the Review date report.
RA62 Review Date Report - Not in CAS 360
The second page will list all companies for which you have been appointed as the ASIC agent. However, the companies have not yet been added to CAS 360.
The option to import all companies on the report will display. When selected, CAS 360 will automatically prepare and lodge an RA71 for each company listed and will also import the company data into CAS 360.