Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
MANAGING COMPANY ROLES & ASSOCIATIONS
- Creating Profiles for Directors and Other Associated Parties
- Retiring, resigning, or removing a director
COMPANY MANAGEMENT (OTHER)
- Core legal requirements of companies, directors and the registered office
- Directors Interests Register
- Updating a Company Name
THE ANNUAL RETURN WORKFLOW
- Annual Return Workflow (Video)
- Linking to Companies Office (RealMe)
- Check companies due for filing are set up correctly
- Send the Annual Return extract to clients for verification
- Client advises no changes: Workflow step 4 - Ready to file
- Client advises of changes: Workflow step 3 - Review Response
- Non-responsive clients: Resending annual return verification extract
- Bounce email notification (Annual Returns)