Annual Return Listing Report

Overview

The Annual Return Listing report will display the annual return month and annual return status across your CAS 360 database.

The report will summarise the following:

• Company
• Company Number
• Annual Return Month
• Annual Return Status
• Annual Return Status Date

This report will also include a number of companies counter at the bottom of the report.

Instructions

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

CAS 360 will display the Report Settings screen. 

Report Filters

Customise your report output using the following filters:

Filter	Explanation
Report Order	The order in which the companies will display in the report.
Annual Return Year	Filter the list of companies based on the annual return year set in General Details.
Annual Return Period	Filter the list of companies based on the annual return 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 Return Status Option	Filter on the Status set on the annual return from the documents screen. Filters available: Document Received Document Prepared Document Processed Sent to Client Lodged

Report Settings

The Report Settings panel allows you to further customise the content and layout of the report. You can choose which fields are included or excluded when generating the report.

Selecting toggle to  for the following Report Headings will result in this showing on the Company Listing Report

Setting	Description
Show Company Name	Display the company name on the report.
Show Company Number	Display the company registration number.
Show Labels	Display any labels applied to the company.
Show Return Month	Include the annual return month.
Show Return Due	Include the annual return due date.
Show Return Status	Show the current annual return status.
Show Status Date	Show the date the return status was last updated.
Show Partner	Display the Partner assigned to the company.
Show Manager	Display the Manager assigned to the company.

Click 

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