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Signing the Lodgement Instructions (Responsible Subscriber only required to sign)

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  • Signing the Lodgement Instructions (Responsible Su...
Signing the Lodgement Instructions (Responsible Subscriber only required to sign)
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EmilyBilling
EmilyBilling Product Owner
Product Owner
‎03-11-2017 02:26 PM
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PEXA has reduced the amount of signing and resigning by implementing a new lodgement instructions rule. This new rule ensures that only the subscriber who is responsible for the workspace, as noted as Responsible Subscriber in the Lodgement Instructions, will be required to sign the Lodgement Instructions.

Only the Responsible subscriber will be presented with the Lodgement Instructions to sign in the signing screen. 

Please note:

  • Only the Responsible Subscriber will be required to sign
  • Only the Responsible Subscriber will be required to resign when Lodgement Instructions are unsigned due to actions from other Subscribers in the Workspace

Changes:

  • A reduced signature count is now displayed next to the Lodgement Instructions

r7_1.png

  • Only the Responsible subscriber will be presented with the Lodgement Instructions to sign in the signing screen

r7_2.png

Editing the Responsible Subscriber

If you create the first document and are defaulted to Responsible Subscriber, it is easy to push or pull the role to other Subscribers within the Lodgement Instructions.

  1. In the Lodgement Instructions page, locate the Subscriber Details section.
  2. Select the Responsible Subscriber drop down. Click on the Subscriber who should be the Responsible Subscriber.r7_3.png

 

Note: Dealing Requirements in VIC

The only exception to the above rules is where a dealing requirement is added in Victoria. In this case, all participants in the Workspace will be required to sign the Lodgement Instructions as they do today.

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