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Finalising Your Application (Steps 6-7)

Once you have entered all the details for your practice, BOOMs, staff, subcontractors, and clients, you are ready for the final steps: checking for completeness and submitting your application to the IAB.

Step 6: Checking Tasks for Completeness

Before submitting, it is essential to ensure all required information has been provided and is accurate. AML Complete includes a task management feature to help you identify any missing information.

  1. Navigate to the **My Tasks** page (the exact location might vary, check your main dashboard or navigation menu).
  2. This page lists any outstanding tasks or items that the system has flagged as incomplete or requiring attention. These tasks often relate to missing fields, unanswered questions (check for remaining yellow highlights), or sections that need further detail.
  3. Review each task listed. Click on a task to be taken to the relevant section where the information is missing or needs review.
  4. Complete the required actions for each task. This might involve filling in missing fields, uploading a document, or confirming details.
  5. Ensure all tasks on the **My Tasks** page are resolved before proceeding.
  6. It is also recommended to manually review the key sections (Practice Details, Owners, Staff, Clients) one last time to double-check for accuracy and completeness.

Taking the time to thoroughly check your application at this stage can prevent delays or queries from the IAB later.

Step 7: Submitting Your Application to the IAB

When you are confident that your application is complete, accurate, and all tasks are resolved, you can submit it to the IAB for review.

  1. Go to the **My Tasks** page (or the designated submission area).
  2. Look for the **Submit to IAB** button.
  3. Click the **Submit to IAB** button.
  4. The system should display a success message confirming that your application has been submitted.
  5. The date and time of your submission will typically be recorded and visible on the My Tasks page on subsequent visits.

Updating After Submission

Your AML compliance is an ongoing process. If details about your practice, staff, clients, or services change after your initial submission, you must update the relevant sections in AML Complete.

  1. Log in to AML Complete and navigate to the relevant section (e.g., My Practice > Staff, My Clients).
  2. Edit the specific record that needs updating.
  3. Save the changes.
  4. After making significant updates, you may need to resubmit your profile to the IAB. Check if the **Submit to IAB** button becomes active again on the My Tasks page. If so, click it to ensure the IAB has your latest information.

Remember, keeping your information accurate and up-to-date is your responsibility as an IAB supervised member.

Next Steps

You have now completed the core process of setting up and submitting your AML Complete profile. You can explore Advanced Features for admin insights or review Compliance & Regulations for more background information.