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 |
Select Annual Return Listing Report
CAS 360 will display the Report Filters screen.
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:
|
Label | Set a Company Label as a filter when preparing the Report. |
Select one or multiple companies, and click