How to Sign Up for Entity Registration/ Engagement from Inside Profile

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  Step 1: Log in to Synkli App, go to settings, open the switch profile interface and click ‘Create a new profile’.

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  Step 2: Click on the ‘Create a new profile’ button and select the profile type. A new screen will open asking, ‘Are you registering a new entity or engaging an existing entity?’

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  Step 3: If you select ‘New Entity Registration, ’ the user will be directed to a new screen requiring their information; click ‘Continue.’ The user will then carefully read the form and fill out all the fields.

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  Step 4: If you select ‘Engaging Existing Entity,’ the user will see a new screen titled ‘System will check the matching profile.’ Click on ‘continue.’

The user may see two scenarios: ‘Match Found’ and ‘Match Not Found’.

Profile Not Found means the database searches for a possible match based on the related entities available in the individual profile.

Scenario 1: Match Found

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  A new screen with multiple profile will appear. The user will select any profile and review it for changes if needed.

Scenario 2: Match Not Found

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  A new screen will open asking for ‘some other information’, click ‘continue’.

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  The app will now ask for ABN, TFN and ACN details. Upon reviewing the database with these details, the user will be instructed to contact the accountant for verification if a possible match is found.

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  When a match is not found, the user opens the company engagement form and fills out all the relevant fields.