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    2. Check companies due for filing are set up correctly

    As Connectworks has no means to determine your filing obligations, all imported companies will be marked as “not registered office” until updated by the user. This detail must be updated for all companies in order for the annual return workflow to display accurately.

    By default, the Annual Return Workflow only displays companies which have their filing obligation in Connectworks set to “Registered office and filing” or “Office filing only”.  If companies are missing from your workflow, or you need to do a bulk update of the filing obligations see our article: Setting Annual Return Filing Obligations


    Check companies in the workflow

    Before you start filing for the month you can extract a report to quickly check the following:

    • Companies are set up in Connectworks
    • They have the correct filing obligation set
    • An email address is recorded
    • A client reference is recorded*
      *this is the reference which will appear on your invoice from the Companies Office. If you do not enter a client reference you will not be able to identify which client an AR filing fee payment correlates to.


    Extract the report

    1. Navigate to your Firms Work>Annual Returns tab.

    2. Apply the following filters to the workflow in the left-hand column:

    • Filing Obligation, select all options
    • Filing Month, select this month
    • Filing Status, All (No filtering)

    3. Select the “I would like to” button and “export list (CSV)

    4. After downloading, open the excel file and check:

    • All companies due to file this month appear on the list 
    • They all have the correct filing obligation recorded
    • An email address is recorded for all companies you have an obligation to file for
    • A client reference is recorded for all companies you have an obligation to file for*
      *this is the reference which will appear on your invoice from the Companies Office. If you do not enter a client reference you will not be able to identify which client an AR filing fee payment correlates to.

    5. If required, update any missing details; 

    From within the workflow, you can quickly update any company profile and add missing details by hovering over the very right of the company and selecting “edit profile”.


    Next step:

    Send the Annual Return extract to clients for verification

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