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
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)
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