Annual Return Listing Report

  • Updated

Overview

The Annual Return Listing report will display the Annual Return Date and Annual Return Status across your CAS 360 database.

The report will summarise the following:

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

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

Instructions

From the Main Toolbar, navigate to Reports mceclip0.png

Select Annual Return Listing Report

CAS 360 will display the Report Filters screen.

 

Report Filters

Screenshot 2025-07-08 at 4.43.26 pm.png

Customise your report output using the following filters:

Report Filters 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 Set a Date to be displayed on the report.

Company Status Option

Filter the list of companies based on the company statuses.

Click on a status to hide/display companies.

Select  Current Client Only to only show companies marked as current. The Current Client setting is located under Company Info | Client Data.
Annual Return Status Option

Filter the list of companies based on Annual Return Status set on the annual return from the documents screen.

Filters available:

  • Document Prepared
  • Payment Required
  • Sent to Client
  • Lodged
Label Set a Company Label as a filter when preparing the Report.
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.

Select one or multiple companies, and click Snap1.png

 

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