Annual Return Listing Report

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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

Instructions

From the Main Toolbar, go to Reports
Select Annual Return Listing report Screen_Shot_2019-10-15_at_4.18.10_pm.png


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 Return Year

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

Annual Return Month

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

Click 

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

 

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