|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)|
|Period Start Date||Select the date range to filter the Review date report to the companies that have their review date within a particular period|
|Period End Date||Select the date range to filter the Review date report to the companies that have their review date within a particular period|
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,|
Export the RA62 Report
Users are able to export the RA62 report data to PDF or Excel
In the Review Date Report screen, click
|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.|
RA62 Review Date Report -In CAS 360
The first page will list all companies for which you have been appointed as the ASIC agent and the company is displaying in your Company Selection screen.
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.
RA62 Review Date Report - Not in ASIC
List of companies in CAS 360 for which you are not the ASIC agent.
Unfortunately, you will not be able to print a copy of the RA62, However you can import the dates from the list, and then prepare an annual review listing report from the Reports screen.