Knowledge Base
Quickly find answers to some of the most commonly asked CAS 360 questions.
Trust Management
- How to Add a Trust in CAS 360
- Trust Events
- Trust Documents
- Add Trust Unitholders
- Add Trust Beneficiaries
- Discretionary Trust Distributions
Integrations
- Moving from DocuSign to AdobeSign
- Moving from AdobeSign to DocuSign
- Adobe Sign
- Adobe group admin users
- Sign in with Xero
- Xero Practice Manager (XPM) Jobs
Annual Review
- Annual review fee and company deregistrations
- Annual Reviews: Mail or Electronic
- What is the difference between the Annual Company Statement, ASIC Annual Statement and ASIC Invoice?
- I have Deleted the Annual Review Documents
- A company added to CAS360 after the annual review date. How do we receive the annual review for the Company?
- How to remove an Annual Review from the Review screen
Company Changes
- How to prepare Form 490?
- How to change the Minute to a Resolution?
- How to change a resolution to minutes?
- Foreign companies
- Officer/Director name change
- Shareholder/Member name change
Processing
- How to process a Trust Unit Redemption?
- How to consolidate duplicate addresses
- How to change the date on a document
- The Import RA72 option for a company is greyed out.
- Where can I see if the annual review fee or any other ASIC fee has been paid?
- After adding a company through the ASIC website, how can we sync/download this company into CAS 360?
Lodgement
- DocuSign not working
- How to relodge a rejected Company Deregistration Form 6010
- How is the penalty amount calculated?
- How to Lodge Documents Prepared to ASIC
- Form RA61 is not working
- The Lodge button is not available
ASIC Forms & Company Documents
- Trust Document Template Changes May 2020
- Representatives Requirements
- Adding Consideration to a Share Certificate
- Place of Birth does not match in the comparison report
- Member(s) are not appearing on the company documents
- Display Company Representatives on Members Meeting Minute
CAS 360 Marketplace
Electronic Lodgement Validation Errors
- Lodgement Issue 06/12/2019 - 09/12/2019: A software issue has caused incorrect information to be lodged with ASIC
- Error message: ASIC Mail Returned
- I have lodged a 362 however lodging the RA71 and other ASIC forms are not working
- V508
- V507
- V381
Registered Agent Forms
- Changing the Registered Agent Name: RA01 - Notification to register, change details of or cease as an agent
- Form RA51 - Request reprint of registration certificate
- Form RA71 - Request Electronic Data Download
- Form RA67 - Request Company Debt Report
- Form RA63 - Request Debtors Ledger Report for a Specified Company
- Form RA61 - Request Review Date Report
The CAS 360 Dictionary
- The CAS 360 Dictionary
- Trustee Minutes or Resolutions - CAS 360 Dictionary Codes
- Document Review Email Template - CAS 360 Dictionary Codes
- Digital Signing Documents Prepared Email Template - CAS 360 Dictionary Codes
- Annual Review Email Template - CAS 360 Dictionary Codes
- Document Prepared Email Template - CAS 360 Dictionary Codes
Settings & Customisation
- How to change the colour of the 'Pay Now' button.
- Updating user profile information
- Can I change my login email?
- SMS Templates
- How do I remove the shadow in the email templates?
- Multi-Factor Authentication (MFA) - verification codes generated by my app are not working
Reports
- Officers Register
- How to export the RA62 Review Date Report to PDF and Excel
- ASIC Payment Processing Time
- Prescribed Interests Register
- Debentures Register
- Charges Register