Annual Return Workflow (Video)

Annual Return Workflow (Video)

The following webinar will guide you through, getting your companies set up correctly, sending the extracts to clients and filing the annual returns.



0:00 Connect to the Companies Office with RealMe

2:06 Check Companies due for filing are set up correctly

8:00 Importing Entities

10:19 Discarding Entities

12:15 Send the Annual Return extract to clients for verification

17:46 Client advises no changes: Workflow Step 4 - Ready to file

More information can be found below on making changes and non-responsive clients