Annual Review Listing Report

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Overview

The Annual Review Listing report will display the annual review date and annual review status across your CAS 360 database.

This Report applies to companies under the Australian Jurisdiction

The report will summarise the following:

  • Company
  • Company Number
  • Company Debt Balance
  • Annual Review Date
  • Annual Review Due Date
  • Annual Review Status
  • Annual Review Status Date
  • Company Debt Balance

Instructions

From the Main Toolbar, go to Reports
Select Annual Review Listing report


CAS 360 will display the Report Settings screen. 

The following filters can be set for the report from the right-hand side:

Filter Explanation
Report Order

The order in which the companies will display in the report.

Annual Review Year

Filter the list of companies based on the annual review year set in General Details.

Annual Review Month

Filter the list of companies based on the annual review month set in General Details.

Agent

Filter the list of companies on the Agent selected for the company from the General Details screen

Report Date Date to display on the report.
Company Status Option

Filter the list of companies based on the company statuses of Operating, Deregistered, Pending Deregistration, Liquidation, Dormant.

Click on a status to hide/display companies.

Annual Review Status Option

Filter on the Status set on the annual review from the documents screen.

Filters available:

  • Document Received
  • Document Prepared
  • Document Processed
  • Sent to Client
  • Lodged

Click 

The  Annual Review Listing report can be exported as an XLS or PDF.

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