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

In your annual returns workflow, you will see that the companies status will automatically update when the clients respond to the verification email. You will not receive an email notification for client responses and should check your workflow throughout the month for updates.

Filing returns for clients who have responded verifying there are no changes

1. First ensure you have filtered the Annual Returns workflow by:

  • Files return
  • This month
  • Ready to file

Now all the companies in the list will appear showing the workflow step "4 - Ready to file" (pictured below).

Screen_Shot_2019-10-23_at_2_18_59_PM.png

2. Bulk select these companies in lots of up to 15 at a time,  then select “file annual return(s)” from the dropdown menu at the top right.

3. You will be directed to make a final declaration and accept the direct debit payment. Complete the declaration & submit for filing. After submitting annual return/s the Companies Office records will be updated in under 60 seconds.

Important: the direct debit filing fee should always be charged to your firm. If this option is not available to select please check you have connected the RealMe login which has authority to file for these companies, and have also enabled the direct debit authority for this account with the Companies Office. See more here: Setting up your profile to enable Annual Return filing