1. Choose incorporation month you will be working on
2. Select the year to generate the annual returns
3. Click on the functions icon
4. Select generate annual returns. Wait until its completed.
Then select generate compliance checklist
4. Client codes should change from orange to black colour.
6. Orange colour means, that client’s annual return is not generated for that year you are on.
Should this be the case:
- Select the client
- On the top right panel. Click on new to generate for the year
7. Click on the report icon to print your annual return list due
8. You can make use of the screens on the bottom right panel to capture information accordingly
9. Click on the switch view icon then extend your left screen by stretching it to the right
10. Make use of the status to keep track of the annual returns (you can add more statuses, call support for assistance)
11. Once submitted on CIPC, you can capture the submission date on the program and change the status to Submitted. This helps to keep track of submitted and unsubmitted returns.
12. The exclamation icon indicates which returns are overdue for the year if no submission date captured.
13. Once you are satisfied with the return. You click on the report icon on the web info screen to print your reports.
your annual return list due
then extend your left screen by stretching it to the right
indicates which returns are overdue for the year if no submission date captured.