Setting up an Agent

  • Updated

Overview

An agent is the individual who will process the lodgment of forms for the Company Registry.

Instructions 

From the Main Toolbar, go to Settings

Settings.png

Select Lodgement/Agent Settings

 

Click 

Ensure you have the correct Agent attached to the company from the company's General Details screen.

Field
Explanation
Jurisdiction  Select the Agent's Jurisdiction
Agent Name

Name of the Agent.

CAS 360 will begin searching the Global Contacts screen for the Contact. If the Contact has not been previously added to the Global Contacts screen,  will appear.

Click  to add a new Contact. 

Agent Number Company Registry agent number
Address Address of the Registered Agent.

CAS 360 will begin searching the Global Address screen for the Address. If the Address has not been previously added to the Global Addresses screen, will appear.

Click  to add a new Address.

Agent Email Email of the Registered Agent
Phone The telephone number of the Registered Agent
Fax The fax number of the Registered Agent

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