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    Filing annual returns for companies with extensive shareholding

    This article will guide you through the process of filing annual returns for companies that have an extensive shareholding.


    Shareholders List

    The Companies Office requires a list detailing all share allocations and shareholders to be uploaded when filing annual returns for companies with extensive shareholding. This list can be generated from Connectworks. 

    Important

    You must ensure that the share register of the company is up to date in Connectworks before generating the list to submit to the Companies Office. 

    If necessary, update the share register in Connectworks or obtain the shareholder list from you storage in another database.


    To generate the shareholders list from Connectworks:

    1. Navigate to the Shareholders tab in the Company Workspace

    2. Within the Share Register tab (at the top of the page) click the I would like to... button.

    3. Select Compliance report s87(2)(a) to download the report and ensure its accuracy before continuing with filing.

    Begin filing

    The workflow can be started just like any other company.

    Once the workflow is in step 4 - Ready to file, the company needs to be filed from within the company's workspace (instead of the firm's WORK tab).

    Opening the annual return from within the company workspace will enable you to upload the list of current shareholders, which is required when filing for companies with extensive shareholding.

    Upload the list and click File return.


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