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Company Management (Getting Started and Annual Returns)
Getting Started
GETTING STARTED FOR PROFESSIONAL FIRMS
LOADING CLIENT PROFILES
SUBSCRIPTIONS & PRICING
Firm Administration
STAFF MANAGEMENT
ADD-ONS
GENERAL ADMINISTRATION
NZ COMPANIES OFFICE INTEGRATION
SECURITY
AML Compliance
AML WORKFLOW
CLIENT DUE DILIGENCE
ELECTRONIC VERIFICATION
AML RESOURCES
Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
MANAGING COMPANY ROLES & ASSOCIATIONS
COMPANY MANAGEMENT (OTHER)
THE ANNUAL RETURN WORKFLOW
ANNUAL RETURNS (OTHER)
Company Management (Share Management)
SHARE REGISTER
Trust Management
GETTING STARTED WITH TRUSTS
ASSOCIATED PARTIES (TRUSTS)
ASSETS & LIABILITIES
Entity Types
INDIVIDUALS
PARTNERSHIPS
ESTATES
LPs
Document Management & Client Engagement
CLIENT ENGAGEMENT
DOCUMENT MANAGEMENT
DOCUMENT SHARING & SIGNING
DOCUMENT GENERATION FROM PRECEDENTS
DOCUMENT PACKS
Non-professional user guide
GETTING STARTED FOR NON-PROFESSIONAL USERS
DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS
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Help Center
Company Management (Getting Started and Annual Returns)
Getting Started
GETTING STARTED FOR PROFESSIONAL FIRMS
LOADING CLIENT PROFILES
SUBSCRIPTIONS & PRICING
Firm Administration
STAFF MANAGEMENT
ADD-ONS
GENERAL ADMINISTRATION
NZ COMPANIES OFFICE INTEGRATION
SECURITY
AML Compliance
AML WORKFLOW
CLIENT DUE DILIGENCE
ELECTRONIC VERIFICATION
AML RESOURCES
Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
MANAGING COMPANY ROLES & ASSOCIATIONS
COMPANY MANAGEMENT (OTHER)
THE ANNUAL RETURN WORKFLOW
ANNUAL RETURNS (OTHER)
Company Management (Share Management)
SHARE REGISTER
Trust Management
GETTING STARTED WITH TRUSTS
ASSOCIATED PARTIES (TRUSTS)
ASSETS & LIABILITIES
Entity Types
INDIVIDUALS
PARTNERSHIPS
ESTATES
LPs
Document Management & Client Engagement
CLIENT ENGAGEMENT
DOCUMENT MANAGEMENT
DOCUMENT SHARING & SIGNING
DOCUMENT GENERATION FROM PRECEDENTS
DOCUMENT PACKS
Non-professional user guide
GETTING STARTED FOR NON-PROFESSIONAL USERS
DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS
Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
Setting up Companies
How to Edit Company Profiles
Setting a signing policy
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)
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ANNUAL RETURNS (OTHER)
Annual Return Workflow Filters
Setting Annual Return Filing Obligations
Company not showing in Annual Return Workflow
Workflow Displaying 'Filing Problem'
Overdue Annual Returns and Retrieving the last known filing date
Filing annual returns for companies with extensive shareholding
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