The Annual Review Status report and the Review Dates report assist you in keeping track of companies' annual reviews. However, both reports rely on the Annual Review Status being updated manually and kept up to date.
Updating the Annual Review Status
In the Companies window click Status.
In the Change Annual Review Status window select the correct status, and click OK.
Producing the Annual Review Status report
From the Reports menu, click Annual Review Status.
In the Review Status Report window, select the relevant status, and click OK.
Producing the Review Dates report
From the Reports menu, click Review Dates.
In the Review Status Report window, select the relevant details, and click OK.
Notes: The program can be used to lodge the following requests with ASIC, which will help you manage your company secretarial work:
A form RA61: requesting a list of companies linked to the agent and show the review date for each.
A form RA71: requesting the current Annual Statement or the reissue of an Annual Statement for any companies that appear on your reports.
The HandiRegister main screen displays the date and time of your last EDGE login. This will assist in determining when you last retrieved annual reviews for your companies.
Example:
