General

Overview
Overview is the snapshot of your entity information. It displays the following information; Name of the Company Registration Number (old & new) ...
Fri, 2 Jul, 2021 at 10:38 AM
How to Create a New Entity?
Entity is the client you have to manage. To Create a new Entity in Officio, you must follow these steps; Go to Entity page. Click button New Entity. You ...
Mon, 17 Jan, 2022 at 2:02 AM
How to Delete an Entity?
Straight answer is NO. However, you can choose to archive this entity by designating its status to Inactive. Follow these steps to archive the entity; ...
Wed, 24 Nov, 2021 at 4:14 PM
How to Import Many Entities?
If you have many entities that need to be imported into Officio, you can use the Import function at Entity page. Click button Import Entities at Entity ...
Tue, 29 Jun, 2021 at 1:29 PM
How to Add New Entity (pending for Incorporation)?
Follow the instruction in page Create New Entity. At Entity Status field in the Characterization section, make sure you select Pending as its status. ...
Tue, 29 Jun, 2021 at 3:53 PM
How to Incorporate New Entity (registered via online form)?
Access to Company Incorporation Order You can use the Online Form for Company Incorporation provided by Officio. Any data entered by the prospect (your...
Mon, 15 Nov, 2021 at 3:10 AM
How to Delete Annual Return Form?
Go to Entity > General > Annual Return page Select the annual return document by ticking the checkbox. Click Delete button.
Wed, 24 Nov, 2021 at 4:23 PM
How to Add Audit Firm to the Entity?
Follow these simple steps to add Audit Firm; Go to Entities > General > Agents & Address Click New Agent button and a modal will appear on your...
Wed, 24 Nov, 2021 at 4:48 PM
How to Remove the Auditor from Entity?
Follow these simple steps to remove the Audit Firm; Go to Entities > General > Agents & Address Select the Auditor Click Delete button
Wed, 24 Nov, 2021 at 4:52 PM
How to Add Tax Agent to the Entity?
Follow these simple steps to add Audit Firm; Go to Entities > General > Agents & Address Click New Agent button and a modal will appear on your...
Wed, 24 Nov, 2021 at 4:49 PM