Annual Return Workflow Webinar

This webinar provides a step-by-step overview of setting up company records accurately, sending annual return extracts to clients for verification, and completing the annual return filing process.

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