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:
- Company Number
- Annual Return Month
- Annual Return Due
- Annual Return Status
- Annual Return Status Date
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.
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.
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 Company Info | Client Data.Current Client Only to only show companies marked as current. The Current Client setting is located under
|Annual Return Status Option||
Filter the list of companies based on Annual Return Status set on the annual return from the documents screen.
|Label||Set a Company Label as a filter when preparing the Report.|
Select one or multiple companies, and click