Learn how to EFile an annual report in British Columbia
To EFile an annual report with the BC Online Registry, simply follow the steps listed below:
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Navigate to the entity profile for which you would like to file an annual report, select the Tasks section, and then select + New to create a new Annual Compliance Task;
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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;
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Navigate to the 2. Annual Compliance tab to add the relevant dates;
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You will notice a File Annual Report button available to you in this tab; this will only be available for filings in either BC or ON;
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Add the relevant dates in the Annual Report Date as well as the Effective Date and the Fiscal Year to Report fields;
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Select Show More and fill in the remaining fields as required;
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Navigate to the 3. Supporting Documents tab and select + Supporting Documents to generate the applicable documents;
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Select the appropriate templates and then click Add to include them as the supporting documents for the Annual Compliance Task;
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Select Create in the bottom righthand corner of the window to create the task, and then select Generate documents;
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Select View Documents Now to be redirected to the Documents section to edit, review and send the documents out for signature;
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Once all of your documents are signed and completed, navigate back to the Annual Compliance Task, go to the 2. Annual Compliance tab and select File Annual Report;
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Confirm the information set out in the draft Annual Report filing and then file the report;
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Once the report is successfully filed, the filed documents will be added to the Virtual Minute Book and the user will receive a notification either in the Notifications section or as a green message in the bottom left hand corner of the screen;
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Once the report is filed, 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;
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Check off the box for Update home report last filed date to update the relevant field in Athennian;
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Check off the box for Create next annual compliance task to set a new task for the next annual compliance due date;
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Finally, select Confirm in the bottom righthand corner of the screen to finish the workflow.
