Create an annual compliance task and generate supporting documents. The Annual Compliance Task is designed to enable users 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:
- Navigate to the Tasks section down the left-hand side of the screen and select + New
1. Details tab
- In the Memo description, title the task
- In the task Type field, select Annual Compliance from the dropdown list
- Set a Due Date (mandatory), select the Assignee, set a Priority and add any Details or Tags if applicable
- Click Create to save the task
2. Annual Compliance tab
- Depending on whether an annual resolution or an annual report (or both) is being prepared, add the relevant dates in the Resolution Date, Annual Report Date as well as the Effective Date and the Fiscal Year to Report fields
- Select Show More and fill in the remaining fields as required
- Efile will be available to users (if enabled) in the 2. Annual Compliance tab if preparing an annual report for either a British Columbia or an Ontario entity
3. Supporting Documents tab
- Select + Supporting Documents
- Check off the templates you would like to use to generate your supporting documents for the revival, and then click Add
- Click Generate documents. A blue notification will appear indicating that the documents are being generated and you'll be notified when completed
- Once the documents are generated, a green notification will appear indicating they're successfully generated. You can navigate to the next tab to view the generated documents
4. Generated Documents tab
- Click on the generated documents to review them
- Select Download as Zip if you wish to download them to your desktop
- Select Send to Docusign if you wish to send them for e-signature
Complete the Task
- Once the documents are completed, click the task's status in the top right corner and select Completed from the dropdown list. You will be prompted to confirm the Compliance details to complete the task.
- By making this selection, a prompt will appear to choose some key information:
- Choose the applicable options that apply:
- Update home report last filed date
- Update resolutions last filed date
- Update next AGM date
- Create next annual compliance task
- Once the selections have been made, simply click Confirm in the bottom right-hand corner of the window
- Choose the applicable options that apply:
- The task status will be updated to Completed, and a blue notification will appear indicating the updates made.
- Finally, Save your changes and Close the task.
Video Instructions: