How to Edit Company Profiles

After a company has been imported from the companies office or manually set up, company profiles can be edited in three ways:

1. Using the edit button from the Clients gallery:

2. Using the update buttons in the slide out panel:

3. Entering the company workspace (by clicking on the name) and then selecting edit in the top right corner of the workspace:

After selecting edit you will be directed to the update company form, where you can add/edit all the essential details about the entity.

Navigate between the tabs on the left, select update to save information in each tab, or update and close to exit the form.

Fields available to edit in the profile are: 

General Details

  • Legal name
  • Trading name (if different)
  • Type of company (limited - small, limited - large, LTC, unlimited, qualifying company, co-operative, overseas, other, partnership) 
  • Company number
  • NZBN
  • Country of incorporation
  • Incorporation date
  • Link to the Companies Office
  • Signing policy (see more here)

Client Administration

  • Business unit (see more here)
  • Partner (see more here)
  • Manager (see more here)
  • Client reference
  • Practice management ID
  • Registered office & filing obligation (see more here)
  • Set up status (see more here)
  • Annual review date

Contact Details

Dates & Events

  • Annual General Meeting
  • Annual return due
  • Financial return due

Registered Addresses

  • Registered office address
  • Address for communications
  • Address for service
  • Address for records
  • Address for share register

Tax & Finances

  • Tax residency country
  • Tax ID number
  • Other tax number
  • Tax code
  • Files tax return (Y/N)
  • Annual balance date

Notes & Comments

  • Summary notes

Associated Parties

Please note: shareholders cannot be added (or removed) in the associated parties tab, as they are added to company profiles through being added to share allocations via the shareholders tab within the company workspace. See more on managing share registers here: Share registers