You can click the "Save" button at either the top or bottom of the form. A draft will be saved. A draft is also saved if you exit the form and you have completed a particular page by clicking "Next".
The good news is that you don't need to feel guilty about asking for a new certificate, and what's more we won't charge you for the update. Here are the steps you can follow to update your certificate if you entered your data manually:
1. Login to the dashboard
2. Navigate to the Certificates page which shows a list of Certificates that have been prepared
3. Use the search, sort and filter tools to find the certificate you would like to update
4. Click "Revise Certificate".
You will be taken to the form you previously completed, and there you can make your updates and request a new certificate.
If your data was sent from an accounting platform such as Class or BGL360, and you want to update
your data, we recommend that you go back to your accounting software and send us the updated
data, the same way you sent the original data. We won’t charge you for the update.
Login, and then go to the Account profile page https://limeactuarial.com.au/dashboard/profile. Click on the "Add new user" button and complete the details of the new user. You can then notify them of the details you have set up for them. Note you will need to have been given admin rights in order to add new users.
In order to complete your order you will need 4 types of information: (1) Fund information such as ABN, fund name, trustee name. (2) Member information such as member names and dates of birth. (3) Cash transactions including contributions, pension payments, rollovers and withdrawals (4) Non cash transactions such as starting and stopping pensions, and internal transfers within the fund. Don't worry if you don't have all this information at hand. You can always save your work and come back later to complete your order. You can also revise your data and obtain an updated certificate at no cost as many times as you like.
You will be able to access your Certificate immediately. It will appear on your screen and will be emailed to you. What's more, you can log in at any time in the future and retrieve it. If you aren't happy with the result then you can revise the data and receive an updated Certificate at no cost.