Athennian offers a shortcut that users can use to create an Annual Compliance Task located in the General> Compliance section of an entity. Simply follow the steps below:
Create the Task
- Navigate to the entity profile
- Navigate to General > Compliance tab on the left-hand side of the screen
- Head to the right-hand side of the page under Dates section and fill in the dates applicable from the below:
- Incorporation Date
- Fiscal Year End
- Floating Fiscal Year End
- Frequency (Annually, Biennially, Every 5 years, Quarterly)
- Tax Year
- Home Report Bring Forward
4. Select Create Compliance Task just below the bring forward fields
5. Follow the steps provided in the Annual Compliance Task in Task Section
Video Instructions:
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