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    1. Setting up your profile to enable Annual Return filing

    There are a couple of things every staff member is required to set up to enable them to file Annual Returns in Connectworks. If you're experiencing an error warning when attempting to file a return, it's likely due to one of the following steps not being completed. 

    Linking to the Companies Office via RealMe

    To enable filing annual returns from within Connectworks you must first link your Connectworks account to the Companies Office using the RealMe login which has authority to file on behalf of your clients. Your RealMe connection then remains active for 6 months.

    If you encounter an error warning during the final stage of filing you will need to connect (or in some cases disconnect, then reconnect) your RealMe login. 

    For more information on getting set up at the Companies Office and RealMe please see: Companies Office and RealMe

    How to connect to RealMe

    1. In your personal workspace select the “Manage your profile” dropdown.

    2. Select NZ Companies Office connection
    If you are already connected but are encountering issues filing, select “Disconnect from the Companies Office” and then reconnect.

    3. Select Connect to Companies Office - a pop-up window should appear.

    If this window does not appear your browser is likely blocking pop-ups. In this event navigate to the web address bar in your browser - to the right of the web address there will be a small red icon - select this, and then choose “Always allow pop-ups and redirects from https://goconnectworks.com”. Then refresh your page and reselect the “Connect to the Companies Office” button.

    4. When pop-ups are enabled you will be redirected to a Companies Office RealMe login screen. Log in with your RealMe username and password (must be the RealMe account which has authority to file Annual Returns at your firm).

    5. Approve the User Consent request - you are now ready to begin filing Annual Returns from within Connectworks.

    Enable a Direct Debit with the Companies Office

    When you file a return in Connectworks, the Companies Office will charge you directly for the filing fee (at the discounted Connectworks rate). At present this payment must be made by direct debit, so in order to file you must ensure you have enabled the Direct Debit authority at Companies Office:

    1. Login to Companies Office.
    2. Click on the Manage and maintain dropdown on your dashboard and select Account settings.
    3. Select Direct Debit Details, fill out the details and click save.
    It will say it's confirmed right away, but usually takes overnight to process.

    4. Select Manage your user account details (if you are filing on behalf of the firm)
    Select Your payment details (if you are linking under your own capacity)

    Next step:

    Check companies due for filing are set up correctly

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