Annual Return Listing Report

Overview

The Annual Return Listing report will display the Annual Return Date and Annual Return Status across your CAS 360 database.

The report will summarise the following:

The report will also include a number of companies counter located at the bottom of the report.

From the Main Toolbar, navigate to Reports

Select Annual Return Listing Report

CAS 360 will display the Report Filters screen.

Report Filters	Explanation
Report Order	The order in which the companies will display in the report.
Annual Return Year	Filter the list of companies based on the annual return year set in General Details.
Annual Return Month	Filter the list of companies based on the annual return month set in General Details.
Agent	Filter the list of companies on the Agent selected for the company from the General Details screen.
Report Date	Set a Date to be displayed on the report.
Company Status Option	Filter the list of companies based on the company statuses. Click on a status to hide/display companies. Select Current Client Only to only show companies marked as current. The Current Client setting is located under Company Info \| Client Data.
Annual Return Status Option	Filter the list of companies based on Annual Return Status set on the annual return from the documents screen. Filters available: Document Prepared Payment Required Sent to Client Lodged
Label	Set a Company Label as a filter when preparing the Report.

Select one or multiple companies, and click