Query
I do not want to process an annual review that is sitting in the Annual Review screen. How do I remove the annual review from the review screen?
Solution
Annual Reviews in the Review screen can be removed by marking the Annual Review as Processed.
This will not delete the Annual Review documents but will Save the documents in the Documents screen.
| From the Main Toolbar, go to Reviews. |
Next to the company, click ...
Select Mark as Document Processed
Company appearing on the Review screen after deactivation
In some cases, a company may continue to appear on the Annual Review screen even after it has been deactivated or you are no longer acting as the Registered Agent.
This usually occurs when ASIC still has the company linked to your previous agent number for annual review purposes.
If you are no longer the Registered Agent
If you are no longer the Registered Agent for the company, you will need to formally cease acting for the company with ASIC.
To do this, you should prepare and lodge:
- Form 361 – Registered Agent Ceasing to Act
Once lodged, ASIC will update the registered agent records, and the company should no longer appear in your Annual Review workflow going forward.
You can find more information here: Form 361 - Registered Agent Ceasing to Act