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.

Contents

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

• Client advises of address changes: Workflow step 3 - Review Response
• Non-responsive clients: Resending annual return verification extract