Updating Company Details in Cloudoffis - SMSF Sorted
Change Request Form
To update any of the details listed below, please fill out a Change Request Form.
1. Company Name
2. ABN
3. Business admin email address
4. Business name in the accounting software
5. Business code in the accounting software
The Change Request Form is required to be sent from the Current Business Admin's email address for the changes to take effect
If the Current Business Admin email address has been deactivated (Staff left) then one of the directors of the firm is required to sign the document and send it via their email address for the change to take effect.
Note: Please note if you want to assign the business admin role to a staff then the profile of the staff must be in the SMSF Sorted portal.
Please create a staff (with any role) before sending the Change Request Form. Click here to view How to create staff.
Click here to know the steps to follow after your Business Code has been updated.
Fill the attached Change Request Form and send it to support@cloudoffis.com.au from your business admin email address.
To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance