The Annual Compliance Task is designed to enable you to keep track of an entity's home jurisdiction filing requirements and annual maintenance obligations.

To create an Annual Compliance Task, follow the steps enumerated below:

  1. Navigate to the entity profile for which you would like to create a task, select the Tasks section, and then select + New;
  2. In the task Type field, select Annual Compliance from the dropdown list and add a Memo Description for your new task - note: once you will have selected this task type, a 2. Annual Compliance tab will appear;
  3. Navigate to the 2. Annual Compliance tab to add the relevant dates;
  4. Depending on whether you're preparing annual resolutions or an annual report (or both), add the relevant dates in the Resolution Date, Annual Report Date as well as the Effective Date and the Fiscal Year to Report fields;
  5. Select Show More and fill in the remaining fields as required;
  6. E-File will be available to you in the 2. Annual Compliance tab if you're preparing an annual report for either a British Columbia or an Ontario entity;
  7. Navigate to the 3. Supporting Documents tab and select + Supporting Documents to generate the applicable documents;
  8. Select the appropriate templates and then click Add to include them as the supporting documents for the Annual Compliance Task;
  9. Select Create in the bottom righthand corner of the window to create the task, and then select Generate documents;
  10. Select View Documents Now to be redirected to the Documents section to edit, review and send the documents out for signature and/or filing;
  11. Once all of your documents are signed and filed in the system, set the task to Completed by selecting the status tab in the top right of the task card - once you select Completed, you will be prompted to confirm information and update various fields in the database;
  12. Check off the box for Update home report last filed date to update the relevant field in Athennian;
  13. Check off the box for Create next annual compliance task to set a new task for the next annual compliance due date;
  14. Finally, select Confirm in the bottom righthand corner of the screen to finish the workflow.

See video instructions below:

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