Form RA71 - Request Electronic Data Download

Request for Electronic Data Download - Form RA71

This form can be used to:

• Request an electronic data download of company details which then can be loaded into CAS 360.
• Request a reissue of the Annual Statement.
• Request a Company Statement.

Navigation

From the Main Toolbar, go to Company.
Select Prepare Agent Form

Select Form RA71 - Request Electronic Data Download

Instructions

ASIC Agent must have been previously appointed by lodging the Form 362 prior to lodging a Form RA71.

Field	Explanation
Agent	Select the ASIC Agent details. CAS 360 will automatically select the Agent from the General details screen (if one has been selected)
Select Company	Select the Company(s)
RA71 Type	Select one of the following options: Data Download Re-issue Annual Statement Request Company Statement PDF (this option will request a PDF copy of the company statement extract from ASIC. When the statement is received, the company will not appear in the annual review screen. The company statement will be found in the Document screen)

Click .

The RA71 will now be lodged with ASIC. Once the lodgement is complete, users will receive a notification to confirm the lodgement.

Import or Compare an Electronic Data Download

The Electronic Data received from ASIC, after lodging the RA71 - Data Download can be imported into or compared with the CAS 360 data.

From the Main Toolbar, select

Besides the company click, 

Import from ASIC

Selecting Import from ASIC will overwrite the existing data for the selected company and replace the information with the data from the ASIC Electronic Data.

Users will have the ability to select the ASIC data to be imported. 

Toggle  beside the data type.

Users can choose particular company data to be imported including:

• General Details
• Shareholders
• Officeholders
• Addresses
• Ultimate holding company

Click 

If any historical information was entered for the selected company, importing an Electronic Data Download will cause this historical information to be lost from CAS 360.

Important Information

When the company data has been imported, ensure to update the dates for the shareholders.

Importing Shareholders will allow users to enter the balance date of the shares at either the import date of the RA71 or the Company Registration date.

This is due to ASIC not retaining shareholder dates on their database.

The Shareholders will also be entered as Balance type transactions. In the shareholders screen, beside the shareholders, click and select Change to Allotment.

To change the transaction dates for shareholders, see How to Update/Change Shareholder Dates for more information.

Compare with ASIC

Selecting Compare with ASIC will display the CAS 360 comparison report.

The CAS 360 comparison report will display any differences between the information from ASIC and the company information entered into CAS 360

Data Automatically added to CAS 360

The following information from the electronic data download (RA72) will be automatically entered into your CAS 360 database:

• Company Type
• Company Class
• Company Sub Class
• Incorporation Date
• Registered Office Address
• Business Office Address
• Ultimate Holding Company (if applicable)
• Current Directors' and Secretaries
• Current Members' Balances

Review the following data received once uploaded into CAS 360

It is important that you review the data received from ASIC for completeness and correctness.

• Adding previous names
• Input principal activity
• Add address where registers are kept
• Add tax data
• Add company charges
• Update trust information
• Update the transaction date for all shareholding
• Input the beneficial owners (if applicable)
• Input any historical company data that you wish to keep in CAS 360

CAS Desktop Users

A CMY import is not available in CAS 360 to import a new company it is recommended to process an RA71.