Question: I have a new agent number and ASIC EDGE credentials, how to I add these to the platform and transfer my companies to my new Agent number?
Answer: Once you have your new agent number and ASIC EDGE credentials, you will need to:
Step 1: Go to Menu > Bundle Agent Appointment and download the template:
Step 2. Complete the template by adding the Companies that you wish to transfer to your new agent number.
NOTE: Please make sure any outstanding lodgements have been made on the current agent number prior to step 3 or you will need to create them again under the new agent number.
It is also a good idea to export your Annual Statements list prior to entering your new ASIC Agent number and EDGE details, so you can track which ones have been sent/signed/paid once your new details are active. (Refer to step 7)
Step 3. Once the template has been completed, go to Menu > Product Settings > ASIC Parameters and enter your new agent number and ASIC EDGE Credentials. If your agent name has also changed, you can enter this information into the relevant field also. Once all details have been entered, click Save.
Step 4. After entering your new details in the Product Settings, go to Menu > Companies > Actions > Refresh my list of Companies. This will clear all of the Companies from your list, which may take some time to process:
Step 5. Once the Companies list is blank. Go back to Menu > Bundle Agent Appointment and upload your companies list template:
Step 6. Once the template has been uploaded successfully, the 362 forms will be available under Menu > Lodgements > Incomplete, ready to have signed and lodged to ASIC.
Please be advised that the form 362's can no longer be sent for electronic signing and must be wet signed however, the form 362's can still be lodged electronically via the platform.
Step 7: Go to Menu > Annual Statements and remerge any of the statements that say 'Not Received', these are the statements that were received by your previous agent number. You can archive the statements that you know have already been signed and paid. For the statements that have not yet been signed or paid, you will need to resend the Annual Review package to the client.
NOTE: For further information on how to apply for a new agent number or EDGE credentials, please refer to the following links:
How to apply for EDGE details https://help.nowinfinity.com.au/hc/en-au/articles/360001511536-How-to-apply-for-EDGE-details
Hot to apply to be an ASIC Agent https://help.nowinfinity.com.au/hc/en-au/articles/360001511936-How-to-become-a-Registered-Agent-