Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
MANAGING COMPANY ROLES & ASSOCIATIONS
COMPANY MANAGEMENT (OTHER)
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)