Overview
CAS 360 makes filing company changes with Companies Office easier than ever before. We have combined the Document Tracking, Document Management and Electronic Filing Screens from CAS desktop into a single Document screen, allowing users to better manage forms and do more with far fewer clicks.
Setup your Online Service Account details
| From the Main Toolbar, go to Settings |
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| Select Lodgement/Agent Settings |
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Click 
Multiple agents are supported by CAS 360 simply by selecting ADD Agent. Ensure you have the correct Agent attached to the company from the company's General Details screen.
See Setting up and adding your Online Services account for more information.
Attach your Online Service Account to the Company
| From the Main Toolbar, go to Company. |
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| Select the Company from the list. |
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| Select General Details |  |
Under Company Details, Select your account details in the Authorised Account field or click 
to update the list of Authorised accounts for the selected company.
Prepare Company Changes
CAS 360 allows you to easily make company changes, have them sent paperless to your clients and then notify Companies Office through electronic filing.
See Company changes for a list of changes that can be processed in CAS 360.
Filing Documents to Companies Office
| From the Main Toolbar, go to Documents |
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To file company changes to Companies office, click Lodge 
A dropdown will appear, where users can upload forms and documents to be filed 
Note
The signed Form 9 - Consent and Certificate of Director accompanying director appointments, will need to be uploaded, prior to clicking lodge for director appointments to be filed via CAS 360.
For Share Allotments, Subscriptions, and Subdivisions, users have the option to upload and lodge additional documentation directly related to these changes.
A confirmation message will display to ensure users are not accidentally lodging the incorrect changes.
Users can proceed with the filing by clicking 
Once the button is clicked, the button will change to Pending.
Once the lodgement is complete the lodge button will disappear and a Notification will confirm the lodgement.