1. Go to your Task Listing page.
2. From your task listing, click on the Onboard New Client task.
3. Then, a form will be displayed. Please fill-up the following details. Unless otherwise stated all fields are compulsory.
- Date Appointed: Date when the Cosec was appointed
- Account Status: Set the client as Active/Inactive.
- SSM Registration No.: SSM Registration number here.
- Old SSM Registration No.: Company’s old SSM registration number.
- Foreign ID. No.: Foreign ID number. This field is optional.
- Email:: Company email
- Contact No.: Company contact number
- Incorporation Date: Date company was incorporated according to SSM records.
- Current Financial Year End: Enter incoming financial year end. A new task will be created based on the date entered here.
- MSIC Code: Type in the code or description, a drop-down will appear underneath the field. Click to choose the code. You can choose up to a maximum of 3 codes. The link to refer to the MSIC code is provided, click to view it. It will open in another window.
- Registered Address: Enter the company’s registered address. Also select if this address is where Register of Members or Financial Records are kept. The firm address can also be used by clicking on the button “PREFILL WITH FIRMS ADDRESS”. However this is only available if the Cosec’s Firm completed their address within their profile.
- BUSINESS ADRESS: Enter the business address with indication if this address is where Register of Members or Financial Records are kept. Click on “SAME AS REGISTERED ADDRESS” if this address is the same as registered address.
4. Click on the ‘ADD’ button.
5. Your new client is now listed in the Client Listing page.