---
title: Company Management (Getting Started and Annual Returns) | Help Center
description: Company Management (Getting Started and Annual Returns)
---

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2. [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns)

# Company Management (Getting Started and Annual Returns)

## GETTING STARTED WITH COMPANIES

- [Setting up Companies](https://support.connectworks.com/5555533-setting-up-companies)
- [How to Edit Company Profiles](https://support.connectworks.com/5608256-how-to-edit-company-profiles)
- [Setting a signing policy](https://support.connectworks.com/5660041-setting-a-signing-policy)

## MANAGING COMPANY ROLES & ASSOCIATIONS

- [Creating Profiles for Directors and Other Associated Parties](https://support.connectworks.com/5608279-creating-profiles-for-directors-and-other-associated-parties)
- [Retiring, resigning, or removing a director](https://support.connectworks.com/5614516-retiring-resigning-or-removing-a-director)

## COMPANY MANAGEMENT (OTHER)

- [Core legal requirements of companies, directors and the registered office](https://support.connectworks.com/5670602-core-legal-requirements-of-companies-directors-and-the-registered-office)
- [Directors Interests Register](https://support.connectworks.com/5677509-directors-interests-register)
- [Updating a Company Name](https://support.connectworks.com/5677531-updating-a-company-name)

## THE ANNUAL RETURN WORKFLOW

- [Annual Return Workflow Webinar](https://support.connectworks.com/5754459-annual-return-workflow-video)
- [Linking to Companies Office (RealMe)](https://support.connectworks.com/5656506-linking-to-companies-office-realme)
- [Check companies due for filing are set up correctly](https://support.connectworks.com/5670318-2-check-companies-due-for-filing-are-set-up-correctly)
- [Send the Annual Return extract to clients for verification](https://support.connectworks.com/5670376-3-send-the-annual-return-extract-to-clients-for-verification)
- [Client advises no changes: Workflow step 4 - Ready to file](https://support.connectworks.com/5670383-4-client-advises-no-changes-workflow-step-4-ready-to-file)
- [Client advises of changes: Workflow step 3 - Review Response](https://support.connectworks.com/5670399-5-client-advises-of-address-changes-workflow-step-3-review-response)
- [Non-responsive clients: Resending annual return verification extract](https://support.connectworks.com/5670409-6-non-responsive-clients-resending-annual-return-verification-extract)
- [Bounce email notification (Annual Returns)](https://support.connectworks.com/bounce-email-notification-annual-returns)

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## ANNUAL RETURNS (OTHER)

- [Annual Return Workflow Filters](https://support.connectworks.com/6113057-annual-return-workflow-filters)
- [Setting Annual Return Filing Obligations](https://support.connectworks.com/5670451-setting-annual-return-filing-obligations)
- [Company not showing in Annual Return Workflow](https://support.connectworks.com/5670555-company-not-showing-in-annual-return-workflow)
- [Workflow Displaying 'Filing Problem'](https://support.connectworks.com/5754506-workflow-displaying-filing-problem)
- [Overdue Annual Returns and Retrieving the last known filing date](https://support.connectworks.com/5670581-overdue-annual-returns-and-retrieving-the-last-known-filing-date)
- [Filing annual returns for companies with extensive shareholding](https://support.connectworks.com/5670520-filing-annual-returns-for-companies-with-extensive-shareholding)

See less ▼

- [Getting started](https://support.connectworks.com/getting-started#main-content)

    - [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started#getting-started-for-professional-firms)
    - [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started#loading-client-profiles)
    - [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started#subscriptions-pricing)
- [Firm administration](https://support.connectworks.com/firm-administration#main-content)

    - [STAFF MANAGEMENT](https://support.connectworks.com/firm-administration#staff-management)
    - [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration#general-administration)
    - [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration#document-management-add-on)
    - [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration#practice-manager-add-ons)
    - [NZ COMPANIES OFFICE INTEGRATION](https://support.connectworks.com/firm-administration#nz-companies-office-integration)
    - [SECURITY](https://support.connectworks.com/firm-administration#security)
- [AML Compliance](https://support.connectworks.com/aml-compliance#main-content)

    - [AML WORKFLOW](https://support.connectworks.com/aml-compliance#aml-workflow)
    - [CLIENT DUE DILIGENCE](https://support.connectworks.com/aml-compliance#client-due-diligence)
    - [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance#electronic-verification)
    - [AML RESOURCES](https://support.connectworks.com/aml-compliance#aml-resources)
- [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns#main-content)

    - [GETTING STARTED WITH COMPANIES](https://support.connectworks.com/company-management-getting-started-and-annual-returns#getting-started-with-companies)
    - [MANAGING COMPANY ROLES & ASSOCIATIONS](https://support.connectworks.com/company-management-getting-started-and-annual-returns#managing-company-roles-associations)
    - [COMPANY MANAGEMENT (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns#company-management-other)
    - [THE ANNUAL RETURN WORKFLOW](https://support.connectworks.com/company-management-getting-started-and-annual-returns#the-annual-return-workflow)
    - [ANNUAL RETURNS (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns#annual-returns-other)
- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management#main-content)

    - [SHARE REGISTER](https://support.connectworks.com/company-management-share-management#share-register)
- [Trust Management](https://support.connectworks.com/trust-management#main-content)

    - [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management#getting-started-with-trusts)
    - [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management#associated-parties-trusts)
    - [ASSETS & LIABILITIES](https://support.connectworks.com/trust-management#assets-liabilities)
- [Entity Types](https://support.connectworks.com/entity-types#main-content)

    - [INDIVIDUALS](https://support.connectworks.com/entity-types#individuals)
    - [ESTATES](https://support.connectworks.com/entity-types#estates)
    - [PARTNERSHIPS](https://support.connectworks.com/entity-types#partnerships)
    - [LPs](https://support.connectworks.com/entity-types#lps)
- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement#main-content)

    - [CLIENT ENGAGEMENT](https://support.connectworks.com/document-management-client-engagement#client-engagement)
    - [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement#document-generation-from-precedents)
    - [DOCUMENT MANAGEMENT](https://support.connectworks.com/document-management-client-engagement#document-management)
    - [DOCUMENT SHARING & SIGNING](https://support.connectworks.com/document-management-client-engagement#document-sharing-signing)
    - [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement#document-packs)
- [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide#main-content)

    - [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide#getting-started-for-non-professional-users)
    - [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide#document-management-for-non-professional-users)

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