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 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.
|From the Main Toolbar, navigate to Reports|
Select Annual Return Listing Report
CAS 360 will display the Report Filters screen.
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.
|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 Company Info | Client Data.Current Client Only to only show companies marked as current. The Current Client setting is located under
|Annual Return Status Option||
Filter the list of companies based on Annual Return Status set on the annual return from the documents screen.
|Label||Set a Company Label as a filter when preparing the Report.|
Select one or multiple companies, and click