Step 1 - The annual return workflow
To enable filing annual returns from within Connectworks, you need to first link your account to the Companies Office using the RealMe login which the authority to file on behalf of your clients. Your RealMe connection then remains active for up to 400 days.
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 or Re-authorise - a pop-up window should appear, and you will be redirected to a Companies Office RealMe login screen. Log in with your RealMe username and password (must be the RealMe account that has the authority to file Annual Returns at your firm).
4. Requested Consent - You will need to tick the box "I agree and grant authorisation" and click continue. Connectworks will update, you are now ready to begin filing Annual Returns from within the WORK tab.