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Company Management (Getting Started and Annual Returns)

Company Management (Getting Started and Annual Returns)

GETTING STARTED WITH COMPANIES

Companies Overview Video

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)

1. Linking to Companies Office (RealMe)

2. Check companies due for filing are set up correctly

3. Send the Annual Return extract to clients for verification

4. Client advises no changes: Workflow step 4 - Ready to file

5. Client advises of address changes: Workflow step 3 - Review Response

6. Non-responsive clients: Resending annual return verification extract

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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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