For details on how to send Companies office extracts to clients before filing the annual return for their company, please refer to Send annual return extract to clients for verification.In some cases, the client does not reply to the extract in time, or the extract is sent to an incorrect email address. This article outlines the process of resending the Companies Office extract to clients.
Follow up methods
There are three options for following up with your clients who have not verified their annual return extract. These are:
Send extract through email
Send extract through workflow
- By hovering over the company in the Annual Returns workflow and selecting "Edit" which appears on the right.
- Within the Company's Workspace, in the top right of the main dashboard.
- Via your Clients>Companies list and selecting "Edit" which appears on the right.
Link to extract
You can also obtain the link to the extract and fill it out on behalf of the client or send it in a separate email. Click on "Companies Office Extract (responses)" under the Prepare company extract section of the company's workflow (as shown in the above screenshot). This will lead you to the Company's extract, you can either fill it out on the client's behalf or copy the URL and send it to your client in a separate email.