Overview
The Annual Return screen in CAS 360 will help users best manage the annual return process.
New to CAS 360: Bulk Annual Returns. Process and file multiple Annual Returns in a single process. See Bulk Annual Returns for more information.
How will I process my Annual Returns?
Annual Return Filters
The Annual Return screen also has a number of filters allowing users to easily sort the annual returns that need action. These filters include:
Comparison Report Status
Filter | Explanation |
---|---|
Comparison Reports Passed | Any Returns where the Companies Office database is matching the CAS database |
Comparison Reports Failed |
Any returns where the Companies Office database IS NOT matching the CAS database. These companies will require further processing. |
Label Filter
Filter | Explanation |
---|---|
Search | Search existing labels to filter companies displayed |
Labels | Select label(s) to display only companies which have the Label attached |
Auto Process?
Turning this option on will automate the Annual Return process even further.
With any annual return where the comparison has passed (where the Companies Office database is matching the CAS database), CAS 360 will automatically process the annual return and email the Annual Return Documents to the Company's Directors.
Column Headings
Use the column headings to sort the companies in the return screen (company name, company number, invoice amount & comparison result). Simply click on a Column Heading.
The Filter Columns button allows you to change the column headings to different headings to a total of 7 headings.
Comparison Review
The Companies Office must be checked for accuracy.
If the data matches will display.
If there are any inaccuracies will display.
Click or to display a comparison.
Hover over the company's Comparison review to display the company's heath check results
Options
Option | Explanation |
---|---|
Export Comparison Report | Prepare a printable version of the comparison review |
Replace with Companies Office Data |
Replace the company data in CAS 360 with data from the Companies Office BGL recommend you use this option with extreme care as your entire history for this company will be deleted from CAS 360 and will be replaced with the balances from Companies Office. |
Mark as Filed | Remove the Annual Return from the Annual Return screen. The Annual Return Documents will be saved in the Document Screen. |
Mark as Filing not required | Remove the Annual Return from the Annual Return screen. The Annual Return Documents will be saved in the Document Screen. |
Document Production
Select Prepare Documents to generate the following documents.
Document | Details | |
---|---|---|
Annual Return | ||
Solvency Resolution/Minutes |
As part of the Annual Return process, the directors of the company are required to pass a Solvency Resolution. |
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Cover Letter | A letter addressed to the Company Officer outlining the annual return requirements |
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Uploading Documents
Select Upload to attach any additional document(s) if required, for example, an invoice or letter.
You can then download or email these document(s) as part of the document suite.
Reorder Documents
The order of documents can be easily changed.
Simply drag and drop the documents to the desired order.
Email Options
Select Send All to email the selected documents to the specified email addresses. You can input additional recipients in the box if required.
To use a different email template, select and choose a different email template. Refer to Email Templates for more information on how to create your own email template.
The status of the Annual Company Statement will be updated from Document Received to Sent To Client in the Documents screen.
The Annual Company Statement will then be removed from the Annual Review screen.
Download Option
Select Download All to download the selected documents as a PDF.
The status of the Annual Return will also update in the document screen from Document Received to Document Processed.
The Annual Return will then be removed from the Annual Return screen.
Can I make particular documents selected as a default when preparing the annual reviews?
In document production, once Annual Return documents are sent out or downloaded, the documents selected will be automatically saved as the default setting. The next time Annual Return documents will need to be sent to downloaded, the document production screen will have selected the documents that were previously used. This default will be set until it is changed again.
Re-prepare Annual Return
When the Annual Return is prepared, it will not appear on the Reviews screen and will show as "prepared" on the Documents screen.
To bring the Annual Return back to the Reviews screen, go to the Documents screen, locate the Annual Return, and select Options > Delete.
- If the Annual Return has been digitally signed and you wish to preserve these signatures, the document would need to be downloaded prior to deletion.
From here, you can re-prepare the Annual Return from the Reviews screen.