Changing the status of company statements
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Use the Company Statements > Change status screen to track the progress of each corporation’s annual review by applying statuses to each Company Statement, as explained below:
Step | Status | Processing Stage | Action |
---|---|---|---|
1 | Statement sent to client | You have sent the company statement to the client for review and payment of the annual review fee. | Await confirmation of data in company statement and payment of annual review fee. |
2 (optional) | Changes to be notified | You have received advice from the client that the data in the company statement has been reviewed and needs to be corrected. | Enter changes in a form to advise ASIC of the changes, using a workflow wizard. Send to client for signing. The form must be lodged with ASIC within 28 days of the company statement issue date. |
3 (optional) | Changes form lodged | You have received the signed form from the client and lodged the form with ASIC. | If payment of the annual review fee has not been received, remind the client that it must be paid within two months of the review date. |
4 | Invoice paid | You have received payment for the annual review fee. | Forward payment for the annual review fee (due within two months of the review date). |
After applying a status to each company statement, prioritise (or sort) each document by clicking the Status column heading.