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    Shareholder Updates

    Connectworks allows you easily update the Shareholder address information and push the update to Companies Office. 

    To update the company information, your Realme login must be linked to Connectworks. 

    Linking to Companies Office

    Before making a change at Companies Office, you will need to ensure that the company along with your own account is linked to companies office. 

    Connecting to RealMe

    To enable filing annual returns from within Connectworks you must first link your Connectworks account to the Companies Office using the RealMe login which has authority to file on behalf of your clients. Your RealMe connection then remains active for 6 months.

    If you encounter an error warning during the final stage of filing you will need to connect (or in some cases disconnect, then reconnect) your RealMe login. 

    For more information on getting set up at the Companies Office and RealMe please see: Companies Office and RealMe

    How to connect to RealMe

    1. In your personal workspace select the “Manage your profile” dropdown.

    2. Select NZ Companies Office connection
    If you are already connected but are encountering issues filing, select “Disconnect from the Companies Office” and then reconnect.

    3. Select Connect to Companies Office - a pop-up window should appear.

    If this window does not appear your browser is likely blocking pop-ups. In this event navigate to the web address bar in your browser - to the right of the web address there will be a small red icon - select this, and then choose “Always allow pop-ups and redirects from https://goconnectworks.com”. Then refresh your page and reselect the “Connect to the Companies Office” button.

    4. When pop-ups are enabled you will be redirected to a Companies Office RealMe login screen. Log in with your RealMe username and password (must be the RealMe account which has authority to file Annual Returns at your firm).

    5. Approve the User Consent request - you are now ready to begin filing Annual Returns from within Connectworks.


    Change Shareholder details

    To update the Shareholder details:

    1. Navigate to Clients, Companies select the company, click on the 3 dots and select 'edit Companies Office', or click "edit Companies Office' under "I would like to" from the Company Workspace tab

    2. Select Shareholders, and move the mouse onto the actions tab, of the person that requires the address information updated. Select 'edit details' 

    The following information can be updated 

    • Email address
    • Phone number
    • Mobile number
    • Fax number 
    • Address line 1
    • Address line 2 (Suburb)
    • City
    • Postcode
    • Country

    Click Update Shareholder, and the changes will be updated with the Companies Office 

    Please note: this step (Shareholder addresses) does not update Connectworks, it is recommended that you update the person address information in Client Contacts, this will ensure any other entities the client is linked with can be updated at the same time.

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