Manage all of your clients' Annual General Meeting and Annual Return dates (due, upcoming, overdue) with daily automated Smart Alerts.
Details
Each day, CAS 360 will automatically ascertain the Annual General Meeting and Annual Return Due Date for all companies and provide an alert to help you manage and track your workflow.
- The Annual General Meeting Alert is based on the Financial Year End date and the company type (Public or Private Company) within the General Details screen to determine the AGM due date.
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The Annual Return Alert is based on the annual return due date entered for the company in the General Details screen.
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If the Annual Return due date has not been entered in, the alert will calculate the due date as the Next AGM Date + 30 days.
| From the Main Toolbar, go to Company. |
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| Locate the company. |
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| From the company selection screen select the Annual Return Alert. |
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The Annual Return alert will light up when:
| Financial Year End Date Approaching | A company's financial year end is approaching within 30 days. | |
| Annual General Meeting Due | A company's annual general meeting is due to be held. | |
| Annual Return due | Advising the user that it is the annual return month for a company. | |
| Due date passed |
The Annual Return has NOT yet been processed from the Annual Return Screen and the Annual Return due date has passed for a company. |
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| Annual Review date / Annual Return month has passed. |
A company's annual general meeting due date has passed by a month and the annual return has not been processed. |
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| Processed not filed | The Annual Return has been prepared for the year, but not yet filed from the Documents Screen (Annual Return due date has not passed). | |
| Processed not filed - Overdue | The Annual Return has been prepared for the year, but not yet filed from the Documents Screen (Annual Return due date has passed). | |
| Alert not active |
The Annual Return Alert will be greyed out if both the Annual Return Due Date AND AGM Date have not been entered in the General Details Screen for the company. This will also occur for companies that have already lodged the Annual Return for the current year or marked it as 'filing not required'. The alert will also not be active for certain company statuses (see below). |
Depending on the Annual Return alert status, certain options will be available:
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Note
The Annual Return Alert will be in complete working order for your currently active companies.
The Annual Return Alert will not be active for Companies that have the following Company Status:
- Struck Off
- Liquidated
- Inactive
- Closed