How to Prepare Company Registers

Details

A company register is a set of documents that is needed by every company to be compliant with the Corporations Act 2001.

These documents contain particular information about a company such as its shareholders and directors.

The following company registers can be prepared in CAS 360:

• Officers Register
• Director Shareholding Register
• Members Register
• Unitholders Register
• Charges Register
• Debentures Register
• Prescribed Interests Register

Instructions

From the Main Toolbar, go to Reports

Select a Register

CAS 360 will display the Report Settings screen.

Selecting a Company/Trust

Select the Company(s) by flagging the tick box

Use the search field to filter the list of companies

Field	Explanation
Agent	Select either all agents, no agents or a specific agent. This option will filter the list of companies based on the Registered Agent selected in the General Details screen.
Download as Single PDF	Select to generate registers for multiple companies as a combined PDF Select for the registers for multiple companies to be prepared in their own individual PDF
Show Historical Data	Select to included ceased officeholders/shareholders in the registers
Show in Date Order	Select to prepare the people in the registers in order of them becoming a Shareholder/officeholder. Select to prepare the people in the registers in alphabetical order.
Includes Notes	Select to include any notes entered when processing the officer/shareholder changes.
Include TFN	Display Officer TFN on the Register
Register Date	Date on the Company Registers. The date will also determine the company information to appear on the company registers.

Click Export As and choose to export the register as a PDF or Word document.