The Annual Compliance Task is designed to let you keep track of an entity's home jurisdiction filings and resolutions/minutes obligations and automate any documents or forms required.
To start an Annual Compliance Task, you need to go to the entity profile and navigate to the Tasks menu, and select + New. This will bring up a new task window, you then need to select the type of task as Annual Compliance and then provide an (optional) task title to help describe the task.
Once you have selected the Annual Compliance task type, the task options appear on the right hand side of the task window. Select 2. Annual Compliance to the relevant dates, fiscal year and other information. Click the Show More button to access AGM and proxy date fields.
If your entity is in a jurisdiction where e-file of annual reports is supported, you can e-file directly with the local government corporate registry.
Once you have configured your fields, move to 3. Support Documents to select your supporting documents and then click generate to assemble them. Before you click Generate documents, you may want to click "Create" on your task
After clicking Generate documents, select the View documents now link to go to the Documents view where your assembled documents will be available. You can then download to desktop, send for eSignature or edit in Word Online.
Once all of your documents have been signed and filed, you can set the task to Complete by selecting the status tab in the top right of the task card. When you move the status to Complete, you will be prompted to make some confirmations and update some date fields.