The following article will help you customise the Annual Review cover letter in CAS360.
Instructions
| From the Main Toolbar, go to Settings |
|
| Select Document Templates |
|
| Select Annual Return Cover Letter |
The CAS 360 default template can be downloaded by clicking
and Download.
This will download the template as a Microsoft Word document.
Use the codes in the table below to customise and instantly pre-fill information from your CAS360 Database.
To upload your custom template, click
Once a template has been uploaded, you can set it as the default, by selecting
and Set As Default.
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
| Date on the Letter | ${DocumentDate} | Document date. Date can be changed in the Document Production screen by clicking 
|
| Date on the Letter plus two weeks | ${DocumentDatePlus2Weeks} | Refer to above |
| Date on the Letter (dd month year) | ${DocumentDateLongForm} | Document date. Date can be changed in the Document Production screen by clicking
|
| Full name of Selected Officer | ${officerFullName} | Company Officer. Officer can be changed in the Document Production screen by clicking
|
| Full name of Selected Officer (in Proper Case) | ${officerFullNameProperCase} | Company Officer. Officer can be changed in the Document Production screen by clicking
|
| First name of Selected Officer (including middle name) | ${officerFirstName} | Company Officer. Officer can be changed in the Document Production screen by clicking
|
| First name of Selected Officer | ${FirstNameOnly} | Company Officer. Officer can be changed in the Document Production screen by clicking (will use the Casual name if it has been entered)
|
| First name of Selected Officer (in Proper Case) | ${officerFirstNameProperCase} | Company Officer. Officer can be changed in the Document Production screen by clicking (will use the Casual name if it has been entered)
|
| First and Middle name of Selected Officer | ${officerFirstAndMiddleNames} | Company Officer. Officer can be changed in the Document Production screen by clicking
|
| First and Middle name of Selected Officer (in Proper Case) | ${officerFirstAndMiddleNamesProperCase} | Company Officer. Officer can be changed in the Document Production screen by clicking
|
| Surname of Selected Officer | ${officerSurname} | Company Officer. Officer can be changed in the Document Production screen by clicking
|
| Surname of Selected Officer (in Proper Case) | ${officerSurnameProperCase} | Company Officer. Officer can be changed in the Document Production screen by clicking
|
|
Full Name (First Name and Surname) of Selected Officer |
${officerFirstNameAndSurnameOnly} |
Company Officer. Officer can be changed in the Document Production screen by clicking Options |
|
Full Name (First Name and Surname) of Selected Officer (in Proper Case) |
${officerFirstNameAndSurnameOnlyProperCase} |
Company Officer. Officer can be changed in the Document Production screen by clicking Options |
|
Officer's Residential Address |
${officerAddress} |
Residential address of the Officer selected in the Document Production. |
|
Company name |
${companyName} | Entered into the Company Name field in the General Details screen. |
|
Company name in Proper Case |
${companyNameProperCase} | Entered into the Company Name field in the General Details screen. |
|
Registered Office Address |
${companyRegisteredAddress} |
The Registered Office address entered into the Addresses screen |
| Registered Office Address (Proper Case) | ${companyRegisteredAddressProperCase} | The Registered Office address entered into the Addresses screen |
| Registered Office Address (muti line) | ${companyRegisteredAddressMultiLine} | The Registered Office address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode |
| Registered Office Address (muti line and Suburb in Capitals) | ${companyRegisteredAddressMultiLineProperCaseSuburbCapitalised} | The Registered Office address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode. The Suburb is displayed in Capitals. |
| Registered Office Address (muti line and in Capitals) | ${companyPostalAddressMultiLineAllCaps} | The Registered Office address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode. The Suburb is displayed in Capitals. |
| Postal Address (muti line) | ${companyPostalAddressMultiLineProperCase} | The Postal address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode |
| Postal Address (muti line and Suburb in Capitals) | ${companyPostalAddressMultiLineProperCaseSuburbCapitalised} | The Postal address entered into the Addresses screen. Street Address on a separate line to the suburb, state and postcode. The Suburb is displayed in Capitals. |
| Annual Return Fee | ${nzARAmount} | The current annual return fee |
| CAS 360 username | ${UserName} | Username of the current user. Users can change usernames by clicking 
|
| CAS 360 user firm name |
${firmName} |
CAS 360 account name. Users can view the account's Firm name by clicking
|
| Business Address | ${companyBusinessAddress} | The Business address entered into the Addresses screen |
| Client Reference number | ${referenceNumber} | Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data |
| Company Client Number | ${clientNumber} | Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data |
|
Postal Address in Multiple lines, no commas |
${companyPostalAddressMultiLineNoComma} |
The Postal address entered into the Addresses screen
|
|
Company Business Address in Multiple lines, no commas |
${companyBusinessAddressMultiLineNoComma} |
The Business Office address entered into the Addresses screen |
|
Company Registered Office Address in Multiple lines, Proper case and no commas |
${companyRegisteredAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
The Registered Office address entered into the Addresses screen |
|
Company Business Address in Multiple lines, Proper case and no commas |
${companyBusinessAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
The Business address entered into the Addresses screen |
|
Company Postal Address in Multiple lines, Proper case and no commas |
${companyPostalAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
The Postal address entered into the Addresses screen |
Company Contact Codes
The following codes relate to the Company Contact selected in the General Details screen.
| Description | Code |
| Company Contact Name | ${companyContactName} |
| Company Contact Name in Lower Case | ${companyContactNameLowerCase} |
| Company Contact Name in Proper Case | ${companyContactNameProperCase} |
| Company Contact Name in Upper Case | ${companyContactNameUpperCase} |
| Company Contact First Name | ${CompanyContactFirstName} |
| Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
|
Company Contact First Name in Proper Case |
${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |
| Company Contact Address (Proper Case) | ${companyContactAddressProperCase} |
| Company Contact Address (Lower Case) | ${companyContactAddressLowerCase} |
| Company Contact Correspondence Address (Proper Case) | ${companyContactCorrespondenceAddressProperCase} |
| Company Contact Correspondence Address (Lower Case) | ${companyContactCorrespondenceAddressLowerCase} |
| Signing Contact Name (Proper Case) | ${signingContactNameProperCase} |
| Signing Contact Name (Lower Case) | ${signingContactNameLowerCase} |
| Signing Contact Address (Proper Case) | ${signingContactAddressProperCase} |
| Signing Contact Correspondence Address (Proper Case) | ${signingContactCorrespondenceAddressProperCase} |
| Signing Contact Correspondence Address (Lower Case) | ${signingContactCorrespondenceAddressLowerCase} |
| Billing Contact Name (Proper Case) | ${billingContactNameProperCase} |
| Billing Contact Name (Lower Case) | ${billingContactNameLowerCase} |
| Billing Contact Address (Proper Case) | ${billingContactAddressProperCase} |
| Billing Contact Address (Lower Case) | ${billingContactAddressLowerCase} |
| Billing Contact Correspondence Address (Proper Case) | ${billingContactCorrespondenceAddressProperCase} |
| Billing Contact Correspondence Address (Lower Case) | ${billingContactCorrespondenceAddressLowerCase} |
Date Formats
| Description | Code | Example |
|---|---|---|
| Day, full date | ${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Tuesday, 25 July 2017 |
|
Day, full date Upper Case |
${D_DNCUC} |
${D_DNCUC${datesigned}} Display the date as day, full date in all Upper Case Example: TUESDAY, 25 JULY 2017 |
| Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 25 July 2017 |
|
Full date Upper Case |
${DNCUC} |
${DNCUC${datesigned}} Display the date in its full date format in all Upper Case Example: 25 JULY 2017 |
| Date Long Form | ${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 1st, 2018 |
|
Date Long Form Upper Case |
${DLFUC} |
${DLF${documentDate}} Display the date in its long-form format in all Upper Case Example: MONDAY, JANUARY 1ST, 2018 |
| Date Long Form no day | ${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week Example: January 1st, 2018 |
|
Date Long Form no day Upper Case |
${DLF_NDUC} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week in all Upper Case Example: JANUARY 1ST, 2018 |
|
Date Long Form, No Day (Date, Month, Year)
|
${DLF_ND2}
|
${DLF_ND2${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week Example: 10th January 2022 |
|
Date Long Form no day (Date, Month, Year) Upper Case |
${DLF_ND2UC}
|
${DLF_ND2${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week in all Upper Case Example:1ST JANUARY, 2018 |
| Date Long Form | ${DLF_AUS} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) Example: Monday, 01st January, 2018 |
|
Date Long Form Upper Case |
${DLF_AUSUC} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) in all Upper Case Example: MONDAY, 01ST OF JANUARY, 2018 |
| Date Long Form no day | ${DLF_ND_AUS} |
${DLF_ND_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week Example: 01st January, 2018 |
|
Date Long Form no day Upper Case |
${DLF_ND_AUSUC} |
${DLF_ND_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week in all Upper Case Example: 01ST OF JANUARY, 2018 |
| Date format: DD Month YYYY | ${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format Example: 01 January 2018 |
|
Date format: DD Month YYYY Upper Case |
${D_MAWUC} |
${D_MAW${dateSigned}} Display the date in its full date format in all Upper Case Example: 01 JANUARY 2018 |
| Date Long Form Variant | ${DLF2} |
${DLF2${dateSigned}} Display the date in an alternate long-form format excluding the day of the week. Example: 7th day of October 2023 |
| Date Long Form Variant Upper Case | ${DLF2UC} |
${DLF2UC${dateSigned}} Display the date in an all Upper Case alternate long-form format excluding the day of the week. Example: 7TH DAY OF OCTOBER 2023 |