The Annual Return screen in CAS 360 will help users best manage the annual return process.
Navigation
| From the Main Toolbar, go to Returns | |
| Select Hong Kong Returns |
Annual Return Filters
The Annual Return screen has a number of filters allowing users to easily sort the annual returns that need to be actioned:
Annual Return Date Filter
|
Filter
|
Explanation
|
|---|---|
|
From: |
Select the desired date to filter the annual return list from the date entered. |
|
To: |
Select the desired date to filter the annual return list up until the date entered. |
Label Filter
|
Filter
|
Explanation
|
|---|---|
|
Labels |
Select label(s) to display only companies which have the label attached. |
Auto Process (Coming Soon)
Turning 'Auto Process' on will automate the annual return process even further.
CAS 360 will automatically process the annual return and email the annual return documents to the company's directors.
Column Headings
Use the column headings to sort the companies in the Annual Return screen. Simply click on a column heading with the following symbol 
, to sort companies.
Options
Select 
besides a company to view some tools available prior to preparing the Annual Return.
|
Option
|
Explanation
|
|---|---|
| Mark as Filed | Remove the annual return from the Annual Return screen. The annual return documents will be saved in the Document Screen, marked as manually filed. |
| Mark as Filing not required | Remove the annual return from the Annual Return screen. |
Document Production
Select 
to prepare Annual Return Documents to be filed with the Companies Registry.
Notes
Users are able to add important information to the Company Notes section.
To add a note, click 
beside the company.
(The 
icon will display if a note has been previously entered for the company)
In the text field users can create a company note:
Select 
to save the note and add any additional notes.
Click 
to delete a note.
To exit out from the company note section, click